WebTMA GO Stockroom - WebTMA 7

Path: Main Menu > Stockroom > Part Inventory

When taking inventory, use the Part Inventory window to enter Part numbers and quantities found. Be sure to enter the entire SKU number (Part Code and the Warehouse Code separated by a hyphen). Only Parts with the full SKU are eligible to be pushed (uploaded) to the server.

Your line items remain on the device until you complete your inventory and tap Save All. If you are online, the inventory is uploaded. Before you tap Save All, be sure to record all Parts with the same number, especially when the same item is stored in different bins in the same Warehouse. This assures the count is recorded accurately.

How to Use Part Inventory Window

1. Tap New on the Part Inventory window.

2. Tap in the Part field.

3. Enter the Part SKU (Part Code and the Warehouse Code separated by a hyphen).

4. Enter the Quantity.

5. Tap Save and Add to enter more Parts. Use Save and Add, Save, or Cancel depending on the need to add more Parts.

6. Tap Save All on the List window to upload.

Unless you have entered the full SKU (Part Code-Warehouse Code), the record cannot be uploaded.

Parts

Path: Main Menu > Stockroom > Parts

The Parts window is used to add new Part records or edit existing Parts if your access permits. Be sure to add a Standard Price if you want to add a location from WebTMA GO.

Parts Locations Tab

Path: Main Menu > Stockroom > Parts / Locations Tab

The Locations Tab is read-only, even when you add a new Part record. If you add a Standard Price, you can add quantities to a new Part record from Main Menu > Stockroom > Part Inventory. Enter the Part Code-Warehouse Code and the Quantity.

Receiving

Path: Main Menu > Stockroom > Receiving

Use the Search Text field and Search Server button to locate the Receiving records of interest.

If the Purchase Order has not been approved, it is not available for download when you tap Search Server.

Tap a line item to see the Receiving / Identity window.

By default, the Technician field is populated with the name of the Technician logged in to WebTMA GO.

1. Tap the Quantity field for items that are received.

2. Tap Save when the quantities of received items are entered.

Note that serialized parts require that you add the serial number for each item received.

Once you save the Receiving record, it is removed from the list window.

This window sends data to the Receiving Staging window in the main application, which is an interim step that collects “raw” receivings data. After upload from the iPad, the receiving information is held in the database until it is approved by a supervisor.

Part Disbursement

Path: Main Menu > Stockroom > Part Disbursement–New

Use the Part Disbursement window to record Parts used for a Work Order or to return unused Parts. When a Work Order number is completed, the Task or Tasks available for selection are those that apply to that Work Order. If you are out of WiFi range, multi-Task Work Orders will error, but single Task Work Orders default the Task on the server when you are once again connected.

To add Parts that have been used:

1. Tap New on the Part Disbursement Listing window.

2. Accept the default Type or change as needed.

3. Tap the Part ellipsis button and select the Part.

4. Tap the Work Order # ellipsis button to select the Work Order.

5. Complete any other required fields or elective fields desired.

6. Tap Save.

If more than one Part is distributed to the same Work Order, tap the Plus  button on the title bar at the upper right. This retains all the information except the Part number so you do not have to re-enter the Work Order and Task.

To return Parts, follow the same process with the exception of the Type field. Tap the field and select Return.

Even when you are offline, the Part number, Task Code, and Work Order # can be added manually for non-serialized Parts rather than using the ellipsis, and the record can be saved on the device. Once you are online, the data goes to the application for validation of all fields.

If errors are found, the lines in WebTMA GO display the exclamation mark to alert you of a problem.

Part Transfer

Use the Part Transfer window to move a quantity of Parts from one Warehouse to a different Warehouse.

You have the option to make the items transferred chargeable or add a markup.

To transfer parts:

1. Tap New on the Part Transfers window.

2. Complete the required Current Warehouse, New Warehouse, and Repair Center fields and any elective fields needed.

3. Tap the Add Part button at the lower left to open a popup window.

4. Enter the Part Code to be transferred.

5. Tap the Server Search button.

6. Tap the Part line on the popup window.

7. Tap the window to enter a Quantity.

8. Tap Save on the title bar.

WebTMA GO uploads the change to the server when successfully saved.

Purchase Requisition

Path: Main Menu > Stockroom > Purchase Requisitions List

The Purchase Requisition function in WebTMA GO is designed for you to request a Part or Parts needed to complete your work, i.e., create a Purchase Requisition.

If you need to see whether the Part has already been requested, you have a way to view existing Purchase Requisition records in the main application. Type the existing PR number or a character string in the Search Text field and click the Search Server button.

The existing records that display are for reference only. When you tap a record line, all fields on the Purchase Requisition window are disabled.

How to Make Purchase Requisition

If you need a Part ordered to complete your work, use the Purchase Requisition window. You have the option to request either a standard Part or an OTP (one-time purchase) Part.

To submit a Purchase Requisition:

1. Tap New on the Purchase Requisitions List window.

2. Complete the Identity Tab required and elective fields as needed

3. Tap the Items Tab.

4. Tap the New button at the lower left.

5. Complete the Detail window. Note: You have the option to select either a standard Part or an OTP (one-time purchase) Part in the first field.

6. (Optional) Use the Distributions Tab on the Detail window to specify the Work Order to which this Part will be issued.

7. Tap Save on the Detail window title bar.

8. Tap Save once more on the Purchase Requisition window.