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Adding Parts on the Fly Through a Work Order

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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.

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Once the necessary information has been entered, click the create box.

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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

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  1. 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.

    POF PO 2.pngImage RemovedPOF WO.pngImage Added

  2. 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.

    POF 3.pngImage RemovedPOF 3.pngImage Added

  3. Your new part should now be in your parts file.

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