Create New Part Order

With Part Orders, you can track the movement of a part as well as know general information on which part it is. Part Orders show us whether parts are being added, reserved, picked, shipped, or received.

Steps:

  1. Under Information and from the Site* and Contact* lookup dropdown, select the desired site and contact so that the new part order will be associated accordingly.

    2. The lookup dropdown results for Site and Contact are interdependent. If you first select Site, then Contact lookup dropdown displays contacts associated to the selected site and vice versa.

  2. From the Part Order Type dropdown list, select the desired Part Order type.

  3. Expand Category and select the desired multilevel category codes and then click Select and Close.

  4. From the Priority* dropdown list, select the option based on the desired shipping speed.

  5. On the toolbar, click Save. The Part Order header will be created with the following details:

    1. Part Order ID will be created.

    2. Alerts section displays alerts associated to selected site and contact.

    3. Vendor section displays address details based on selected site.

    4. Line Items and Activity tabs will be enabled in the right panel, and you can create line items.

  6. To Add New Line Item:

    1. Open the desired Part Order Header to which you want to add new line item.

    2. In the Line Items tab, click Add.

    3. In the Line Items snippet, and from the Part Number/Rev* lookup dropdown, select the desired line item that you want to add. The other fields automatically retrieve the associated price data.

    4. In the Required Date* field, enter the desired date at which you require the part.

    5. Enable Warranty if you want to apply the warranty associated to the selected line item.

    6. On the snippet header, click Save.