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Configuration Tables for Parts

Before you can bill for Parts, you must define one or more Part records. You can create parts as you need them in many windows, by clicking the Word 60% / HTML 100% icon next to a Parts drop-down list.

A Parts record defines each part's name, the vendor that supplies it, the unit cost, and the list price. If the vendor for the part you are defining doesn't exist, you can create the Vendor record as well.

  • Using Work Orders and Procurements - A procurement tracks part quantities procured from a vendor for resale to a specific customer. The procured quantity is not added as a cost or considered a billable line item until it is submitted. You can create a procurement before, during, or after the creation of a work order. You can also use procurement to track a part quantity that is not associated with a user-defined work order. You can submit the procured part quantity to billing at any time, regardless of whether the part quantity has been shipped or received by the customer.
  • Billing for Parts Immediately - If you don't want to specify a work order or procurement for a Part, you can bill for the part quantity immediately using General Entries or the New button in Pending Items.

You can define parts, vendors and procurements as separate records using: