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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 an email will go out to the requester stating that their parts are ready for Pick up or Delivery. Once technicians have received the parts, they can mark them as received and the parts will auto post to the Work Order.
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).
Image A
Image B
Once you have clicked on the Request button, the Request Part window will populate, and you can simply click on
Add Request.
Click on the drop-down menu to select a Job Line
Part Field is required
If using to order a non-file part, either enter the part number if known for the vendor or add the name of the part
If using for a file part, enter the part number
Description is required
If using to order a non-file part, enter the description of the part
If using for a file part, the description should pre-fill after the file part number is entered
Enter the quantity of the requested part needed (If using for a file part - the current on hand quantity will display)
Employee should fill with the employee name who is making the request
Click Done to Save
Your request will now be flagged as pending until it is marked received.
You can add multiple requests if necessary
Receiving a Parts Request
Once the part(s) have been posted to the WO as out for delivery or Ready for Pick up. You may return to the job line and click the Parts button again to mark it, as Received.
2. As soon as you click Receive the system will update your part request and mark it as Closed.
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.
