Prepare parts and follow the purchase

Step by step

1. Review the part requirement Maintenance Manager

   The Maintenance Manager checks the intended part number and unit against the work to perform. Compare recorded quantity on hand with the reorder point before making the purchasing handoff.

   • Confirm part identity, unit and recorded availability
   • Updates Spare parts, Work orders

2. Prepare the purchase context Manager

   The Manager gathers the asset, vendor, item or scope and quantity for the purchasing handoff. During setup, assign purchase-entry responsibility and configure that person's create and edit access. Include the spare part where appropriate, together with expected delivery and commercial terms.

   • Agree purchase details and entry responsibility during setup
   • Updates Purchase orders, Assets, Spare parts

3. Check the purchase details Manager

   The Manager checks the part, quantity and expected delivery against the repair requirement. Confirm whether the quantity means individual belts or packs before recording the supplier commitment. Agree this entry responsibility during setup.

   • Check quantity, unit and expected delivery against the repair
   • Updates Purchase orders, Spare parts

4. Follow the source order Manager

   Newly created purchases receive linked entries in the shared order register. Open the source purchase for delivery follow-up, including Ordered, Partially Received and Received progress and the actual receipt date.

   • Find the source purchase and inspect delivery progress
   • Updates Purchase orders, Order master

5. Record consumption Technician

   The Technician records the quantity actually used against the work order. The Maintenance Reviewer checks consumption alongside the labor evidence when assessing the completed maintenance.

   • Attach the consumed quantity to the repair
   • Updates Part usage, Spare parts, Work orders

Maintenance Manager

, Technician, Maintenance Reviewer, Manager.