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Did you know that you can request parts that are needed through the work order line. ? Refer to Parts Requests for information on how to submit a parts request and visit Managing Parts Requests for instructions on how to manage part requests that are received from technicians. |
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When using the Post button option at the top right of the work order screen, be sure that the correct work order line displays and if multiple lines exist, use the drop down to select the appropriate work order line for the transaction posting. See image below. |
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Posting Parts
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On the posting parts window, there may be a part probability screen that appears. This takes into account the probability of parts that may be posted out to this particular job.
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If a part file doesn’t exist. You can create the part on the fly through a Work Order or Purchase Order. Please refer to Adding Parts On The Fly for details. |
Posting Parts with Location
If a part is tracking locations, you will see a location box, where you will need to add the location that the part will be added to.
Click inside the location box to select the appropriate location.
Once the location has been added, click post to add the part to the work order. The location box is quantity driven. Meaning, if you select a quantity of two, you will need to select to locations before you are allowed to post the part to the work order.
Posting Part Kits
If a work order line has a part kit pre-assigned to it (either at the line level or it is attached to a PM schedule), a message will display telling the user that one is assigned, and a “Post Part Kit” link will be available to post all the parts in the part kit.
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Once a part kit number is selected, a preview of the parts contained within the kit will display under the posting information to easily identify which parts are contained in the kit.
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Posting Labor
To post out labor, click one of the post options and ensure that the Labor tab is selected in the Posting window.
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