We are currently updating our site; thank you for your patience.

Inventory

Parts - Requests - Issue

A part request can be issued from the Part Requests for Part [ ] listing screen.

Only part requests originating from a sales invoice (SINV) or originating from a work order (WKOR) can be issued.

The process to issue A or B-Class parts differs from the process to issue C-Class parts.

Partial quantities of A or B-Class parts can be issued, as can partial quantities of C-Class parts. Again, the process for each Part Type differs.

Substitute or alternative parts can be issued for C-Class items.

Ribbon Select Inventory > Parts

  • The Part Listing screen will be displayed.
  • Here you can view a list of part definitions that have been set up on the system.
  • Select the row of the part definition where you wish to issue a part for a linked part request.
  • Click on the Requests tile.

  • The Part Requests for Part [ ] screen will open.
  • The data grid will list a history of all the part requests for the selected part.
  • Depending on your company configuration, you may need to click on the drop-down arrow and select the correct Site from the list, before proceeding.

Note: Refer to Site Selection for more information.

  • In this example, KwaZulu-Natal is selected.

Only part requests originating from a sales invoice (SINV) or originating from a work order (WKOR) can be issued. The process to issue each Source TypeClosed When referring to a part request, this is where the part request originated from. In the case of a Sales Invoice, the part request will have been raised when an OTC invoice was created for a customer. In the case of a Work Order, the part request will have been raised when a work order was created in response to: a Call, a Project, a Short Term Contract, a Production Run, Task Generation, or a stand alone work order. of part request differs as explained below:

Issue Part Request - Origin Sales Invoice

  • Scroll through the data grid or use The Auto Filter Row to find the SINV originating part request you wish to issue.
  • Select the row of the part request.
  • Note the Source Type is SINV - Sales Invoice.
  • Click on Issue.

As this part request originated from a sales invoice, the system will take you directly to the Add New Part Issue screen.

You can now follow the process to Issue a part request from a sales invoice.

Related Topics