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EM Work Order Parts Status

Company Tracker action: implementation-setup-em-work-order-parts-status Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2) Order: 13 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Complete the Equipment Management Module Setup action for EM Work Order Parts Status so decide/load/accept is clear before live EM. Form field detail stays on the Vista article.

Prerequisites​

  • Agree on one shop-wide parts status vocabulary before go-live.

Vista configuration article​

See the detailed Vista guide:

Managing EM Work Order Parts Status

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Starter set: Issued, Ordered, Received, Invoiced, Completed. This is a suggested starter list, not statuses Vista ships with.
  • How it works: you assign a parts status on each parts line when posting or editing parts on a work order. There's no required order between statuses, none is marked required, and there's no default or beginning parts status.
  • Limits: codes are up to 10 characters and descriptions up to 30.
  • Decide / load / accept: agree one list with the shop, key it, and accept with the Controller.

Tips and gotchas​

  • Keep a single list per shop. Mixing in other terms like In Stock or Waiting makes the reports confusing.

Done when​

  • In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
  • Owner accepts the decide/load result for go-live.
  • Linked Vista configuration matches what was accepted.