COMING SOON…
Under the Parts Management section you can now find a subsection titled Parts Requests. A part requests queue is now available for your parts personnel to manage the incoming parts requests from work orders. They have the ability to submit purchase orders if needed or mark parts as ready for delivery/ ready for pick up. Once the parts have been marked as ready for delivery/ ready for pick up an email will go out to the requester stating that information. There is also a gallery mode option to display the status of the parts requests. For instructions on how to submit a parts request through a work order please refer to Parts Requests Through WO
Parts Requests Queue
Your parts requests queue will color coordinate each request based on the status.
You will have the ability to post the part to the Work Order or create a Purchase Order if you do not have the part in inventory.
Posting Parts to a Work Order
At the order line level, hover over the three dots at the far right of the line, and you will be given the option to post the part to the WO or create a PO.
Post to WO will then open a window and allow you to select a bin from where you are obtaining the parts. Click post after selecting the bin.
A brief message will pop up stating “Transaction Posted” and your status will now change to, Out for Delivery. In addition, the requester will receive an email stating that the part is out for delivery or ready for pick up.
Creating a PO Through Parts Requests
If the system does not have the desired part which was requested in inventory. When you hover over the three-dot menu at the far right of the line. You will only have the option to create a purchase order. The post to WO option will be grayed out.
You will be guided to create a PO once you click on that option.
The Create Purchase Order window will pop up. You can select a vendor by clicking in the vendor tab, this will open the list of vendors to choose from. Once you have selected the vendor you can click Create PO. You will see a brief pop-up message stating, PO Created. This will change the Parts Request status to On Order.
The Status for this Part Request will update to: On Order.
When receiving on the PO, select the Post to Work Order button. This will auto post the part to the WO for the technician to receive.
In the Parts Request screen. The status will now be set as Out for Delivery. Once the technician marks the request as Received. This status will change to closed.
Closed Parts Requests
Once the technician has marked the part as received at the work order level. The part status will update to closed.
