Request Parts

This guide outlines the steps for production teams, planners, technicians, and manufacturing engineers to request parts from inventory via a kit, ensuring efficient and accurate part delivery.

Step 1: Start the Kit Request 0:00

• Begin by accessing the kit request system and hitting Request Parts in the top right.

Step 2: Fill Out Kit Details 0:30

• Assign the request to yourself if you need more time to fill out the details of the kit.

• Specify the delivery location (e.g., line site location).

• Include any additional information, such as Due Date / Priority.

Step 3: Request Parts 1:09

• Scroll down to the 'Parts' section.

• Choose to request a single part at a time or add multiple parts quickly by hitting the dropdown arrow and selection "Add Multiple Parts to Kit"

• When selecting "Add Multiple Parts to Kit", select an assembly and mBOM to see all of the mBOM parts and their respective part-level attributes.

• Review the original mBOM quantity, select/filter for which parts you want to add, and request additional spares as needed.

• If necessary, remove any parts from the kit that are not needed.

Step 4: Review Inventory Information 1:50

• Check the total available quantity in the warehouse you specify. By updating the warehouse location field, ION will only show available inventory in that warehouse parent location. Later, this will also influence the FIFO recommendations.

  • Based on the delivery location, ION will suggest which warehouse location the inventory team will pick from. You can choose to accept this recommendation or select another one.

• Verify the quantity already delivered to the line site.

• Note the quantity on order and the earliest ETA for that inventory.

Step 5: Split Kit if Needed 4:06

• If no inventory is available or is still being delivered, we strongly recommend holding the kit request until inventory arrives or splitting the kit as need to get a partial delivery. This provides clarity for the material handlers as they no longer need to guess or understand which parts they need to pick.

• In this workflow, the requester is in charge of ensuring their is enough available inventory to fulfill the kit to provide the clarity needed for the material handlers.

• If creating a partial kit, split off parts that are not ready for delivery. You can only split off parts that have no inventory already kitted to them as we believe this decision should be made before kitting the parts.

Step 6: Pre-Allocate Parts (if necessary) 4:23

• Review recommended parts for kitting based on FIFO (first-in, first-out). These will be automatically selected based on the selected Warehouse location and when they were first received or created.

• Override automatic selections if specific parts need to be chosen.

Step 7: Submit the Kit Request 5:12

• Submit the completed kit request.

• Optionally, assign the request to a material handler for processing.

Cautionary Notes

• Ensure that all required fields are filled out accurately to avoid delays in processing.

• Do not submit a kit request if there is no available inventory unless you are creating a partial kit.

Tips for Efficiency

• Regularly check inventory levels to anticipate part shortages.

• Familiarize yourself with the mBOM system to streamline part selection.

• Communicate with the inventory team to clarify any uncertainties regarding part availability.

Link to Loom

Current Known Issues

• We are actively solving for Part Interchangeability within the Kitting workflow.

• Lead time needs to be updated to reflect days, hours, instead of seconds.

• Custom attributes on the multiple add parts to kit button is not loading in.

• The warehouse location button is not correctly setting the available inventory