Part Transfers

        Part Transfers


        Article summary

        Part Transfers occur when Parts are added, changed, stepped, removed, or completed on a Work Order. You can access Parts Transfer Histories from Work Order pages.


        Types of Part Transfers

        There are seventeen possible types of part transfers.

        • COMPLETE: Work on parts has been completed. Completing parts removes them from the production workflow.
        • ENTRANCE: Parts are added, or "entered," into a work order. Adding parts to a work order is a part transfer of this type.
        • EXIT: Parts are removed from a work order without being completed.
        • HOLD_ENTRANCE: Parts are placed on Quality Hold. Parts on Quality Hold cannot be moved again until the hold is removed.
        • HOLD_EXIT: A Quality Hold on parts is removed.
        • JOIN_INPUT: Parts are being Joined on a work order. This is the first step in the two step process of Part Joins.
        • JOIN_OUTPUT: Parts are being joined on a work order. This is the second step in the two step process of part joins.
        • RETURN_ENTRANCE: Parts have been returned under a Return Merchandise Authorization. This is the first step in the two step process of completing an RMA.
        • RETURN_EXIT: Parts have been returned under a return merchandise authorization. This is the second step in the two step process of completing an RMA.
        • REWORK: Parts are being moved to a Rework Work Order for Rework.
        • REWORK_DONE: Parts are being returned to their original work order after completing rework.
        • SCRAP: Used for scrapping unneeded parts. This is just like "EXIT", except it will be tracked
        • SPLIT_INPUT: Parts are being Split on a work order. This is the first step in the two step process of Part Splits.
        • SPLIT_OUTPUT: Parts are being split on a work order. This is the second step in the two step process of part splits.
        • STEP: Parts are stepped from one Recipe Node to the next. This is the most common type of part transfer.
        • TRANSFER: Parts are moved from one recipe node to another, but not necessarily in order. Transfers are used to manually place parts at a specific recipe node.
        • TRANSFORM_INPUT: A part is being Transformed into other parts. This is the first step in the two step process of Part Transformations.
        • TRANSFORM_OUTPUT: A part is being transformed into other parts. This is the second step in the two step process of part transformations.
        About the SCRAP transfer type
        • Ability to track scrapped parts in steelhead
        • Scrap parts from Move Parts dialog to exit from the WO and track as scrap.
        • Scrap is tracked on the SO, WO, and invoicing
        • Select mark as scrap when creating a quality hold to scrap the parts if they do not get re-entered into the WO
        • Users will need "Write parts transfers of type scrap" permissions to scrap from "Move Parts" dialogs, and "Write quality" permissions to scrap from QMS.

        Screenshot 2024-03-13 at 9.24.41 AM.png

        Fore more info, see this video about scrapping


        Work Order Parts Transfer Histories

        The Work Order Parts Transfer History page provides information on all parts transfers that occurred for a specific work order. This is useful for tracking who moved parts, when, and where.

        Part transfer information is collected when parts on a work order are added, changed, stepped, removed, or completed. Most commonly, parts are added during order entry and then stepped from one Recipe Node to the next. The most common part move occurs when operators step parts on Workboards or when parts are moved through the Shipping or Invoicing dashboards.

        pthist.gif

        Measurement History

        You can also view unit measurement history on parts transfer accounts on the Part Transfers page

        Screenshot 2024-05-16 at 9.23.30 AM.png

        Comments on Part Transfers

        When you add comments, they will appear on the part transfer. You can access this from viewing the part transfer history on the WO screen, and then clicking on the specific transfer from that table. They can also be pulled into reports if necessary:
        screenshot 5-1.jpg

        screenshot 6.jpg


        Was this article helpful?

        What's Next