Assign equipment with its parts and receive equipment as a set

A machine and its parts belong together. When you give the machine to an employee or a department, its parts follow it, so you never update them one by one. Equipment bought as a set, such as a CNC router with its dust extractor, is received from one purchase order line: the receipt creates the equipment of each component and the set that holds them as parts.

Who	Maintenance managers (Maintenance ‣ Maintenance Manager), warehouse users who validate the receipts.
App	Maintenance, Purchase, Inventory

Before you start

• The parts of a machine are set as in Manage Equipments. With the Employees app, the Employee Equipment & Parts module installs itself.

• For a set, install the Stock Equipment Bom Kit module. It needs the Manufacturing and Purchase apps.

• The set and each of its components are products that create equipment on purchase, see Auto-create equipment when receiving products. The set has a bill of materials of type Kit with its components, see Application of BoMs in Viindoo Sales.

How do I give a machine and its parts to an employee?

1. Open the machine in Maintenance ‣ Equipments ‣ Machines & Tools, set Used By to Employee and choose the Employee, then save. For a department, choose Department and the Department.

2. Open a part of the machine: Used By and the Employee are the ones of the machine, and so is the assignment date. The part keeps following the machine when it is given to someone else.

How do I receive equipment bought as a set?

1. Buy the set on a purchase order, here one CNC router set, and confirm it.

2. Open the receipt. The set is received as its components, one line each, with the set in the Kit column. Enter the serial number of each component.

3. The Main Equipments tab lists one line per complete set received, CNC router set (1), with Create Equipment ticked.

4. Click Validate. Equipments Count counts the equipment created for the components.

5. The set is created as a piece of equipment too, named after the line of the Main Equipments tab, with the components as its Direct Parts and their serial numbers.

The set gets only its name. Fill in its Equipment Category and its Maintenance Team, then give it to an employee as above: its parts follow it.

Common errors

Problem	What to do
The part does not take the employee of the machine.	Set the machine as Directly apart of on the part.
The Main Equipments tab is empty.	The set product needs a bill of materials of type Kit, and the receipt must come from a purchase order. A set is listed only when all its components are received.
Create Equipment is not ticked on the set.	Set the set product to create equipment on purchase, and allow equipment creation on the operation type of the receipt.

Next steps

• Equipment history by serial number: follow each component by its serial number.

See also

Related articles

• Manage Equipments

• Auto-create equipment when receiving products