Technicians may send requests to your parts person for parts needed on a job. The parts person will then have a queue to manage these requests, for details refer to Managing Parts Requests Once the parts personnel post the requested parts to the WO the technician will need to perform the receive action in the request area of the Work Order.
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Technicians that have an email included in their user profile will receive an email when the part is ready for delivery or posting. |
Requesting Parts Through a Work Order
Parts can be requested once you are in the desired WO and have added the job line(s), there is a Request button at the top right of the screen (Image A) you also have the ability to request a part at line level in the WO (Image B).
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You can add multiple requests if necessary
Receiving a Parts Request
Once the part(s) have been marked as out for delivery from the parts requests area. You may return to the job line and click the Parts button again to mark it, as Received.
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2. As soon as you click Receive the system will update your part request and mark it as Closed.
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Cancelling a Parts Request
If your parts request has not been marked as received, you can cancel it by simply clicking the trash can icon to the far right of the request part window.
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