Planned Items & Services
Description
Planned Items & Services is a view designed to provide an efficient means of displaying and (optionally) issuing/utilizing items, tools, and standard services against a work order.
Fields
Below is a listing of the fields included in this view.
| Field Name | Description |
|---|---|
| Use? | Checkbox to signify whether or not to apply the selected item/tool to the work order. |
| Description | Description of item, tool or service. |
| Quantity | Quantity of item, tool or service. |
| Hours | Hours of tool usage. |
| Rate | Cost rate of the tool. |
| Issue To | Labor code of person receiving the item. |
| Order Unit | Unit of measure used when ordering item. |
| Unit Cost | Cost per unit of measure |
| Vendor | Company the item or service was purchased from. |
| Work Order | The work order number. |
| Line Type | ITEM, TOOL or STDSERVICE |
| Manufacturer | Manufacturer of item, tool or service. |
| Required By Date | Date the item is required. |
| Requested By | Labor code of requesting person. |
| Location | Storeroom |
| Request Number | Request Identifier |
| Catalog Code | Vendor part number. |
| Model | Manufacturer part number. |
| Bin | Storeroom bin location |
Using the View
Planned Items, Tools & Services
Using the Work Orders view navigation, select the Planned Items and Services option. The user will be navigated to the Planned Items & Services screen based on the selected work order.

The Planned Items & Services screen initially displays the results in Grid Mode.

Display Modes
Optionally, you can tap on either of the display mode toolbar buttons.
- Display results in data grid mode.
- Display results in single record mode.
| Data Grid Display | Single Record Display |
|---|---|
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Line Types
Each of the associated lines has a specified Line Type: ITEM, TOOL, or STDSERVICE. The line type specifies what the current record represents. If the line type is TOOL, then the Use?, Quantity, and Hours fields will be editable. Otherwise, just Use? and Quantity are editable.

Applying Items and Tools
To issue an item or specify tool usage:
- Check the Use? checkbox.
- Modify Quantity if other than shown.
- Modify Hours (TOOL only) to specify how long the tool was used.

Navigation Associated With the View
Using the Planned Items and Services view navigation, select the Work Orders option. The user will be navigated back to the work order.


