Adding Parts on the Fly Through a Work Order
When creating a WO, if the part does not exist in the system, you will get a pop-up message as shown in the image below, when you try to adjust the quantity or when you click add at the bottom right. If you wish to create a part file, click Add Part.
Once the necessary information has been entered, click the create box.
Your new part should now be in your parts file.
Adding Parts on the Fly Through a Purchase Order
...
Part files can be created “on the fly” when posting to work orders or adding lines to purchase orders. This is due to a part file not currently existing in the software for one reason or another that needs to be posted to a work order or ordered from a vendor via a purchase order.
The system recognizes that the part number being entered does not exist and gives a user with permissions to add part files the ability to add the part file at the same time.
Adding Parts on the Fly
If the part does not exist in the system, you will get a pop-up message as shown in the image below, when you try to adjust the quantity or when you click add at the bottom right. If you wish to displays. To create a part file, click Add Part.
Once the necessary information has been entered, click the create box. Refer to Adding a Part File for detailed information regarding the fields of the part file to ensure a thorough file is created.
Your new part should now be in your parts file.
...