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Ordering / Updating a Part

Service Billing > Work Orders > Items tab > Parts section > Add or Edit

Use the Order New Part dialog to add a part quantity to a work order. Optionally track the procurement of the part quantity from the vendor for resale to the customer by clicking the Use Procurement checkbox.

Note: See Configuration Tables for Parts for an overview of configuring parts.

Actions

  • Add - Adds a new procurement.
  • Edit - Edits a selected procurement.
  • Delete - Deletes a selected procurement.

Adding / Editing a Part

General Info

  • Customer Name - The name of the customer.
  • Work Order Name - The name of the work order
  • Work Order Item - Only displays when editing.
  • Use Procurement - If checked, procurement tracking is enabled.
    • Status - The status of the procurement. Displays if Use Procurement is checked.
      • Pre Order
      • On Order
      • Complete - Selecting this value permanently closes procurement tracking for a part quantity. The part quantity can still be submitted for billing.
      • Overdue
    • Stage - The stage of the procurement. Displays if Use Procurement is checked.
      • None
      • Order Placed with Vendor
      • Shipped from Vendor
      • Received from Vendor
      • Shipped to Customer
      • Arrived at Customer
      • Installed
      • Part on Backorder
      • Part no Longer Available

Part Info

  • Part Name - The name of the part.
  • Vendor - The name of the vendor.
  • Unit Price - The price per unit. Defaults from the standard price defined for this item.
  • Override Unit Price - If checked, you can override the default unit price.
  • Quantity - The estimated quantity.
  • Taxable - If checked, this item is taxable.
  • Billable - If checked, this item is billable.
  • Update Totals - Click to update the Order Information totals in this same dialog.

Order Information

  • List Price - The standard price per unit for this part.
  • Total Price - The total price for this part quantity in this order.

Cost Information

  • Each Cost - The cost per unit for this part.
  • Total Cost - The total cost for this part quantity in this order.

Details

The details section only displays if Use Procurement checkbox is checked. Manually update each of the following.

  • Ordered Date
  • Estimated Receive Date
  • Receive Date
  • Ship to Customer Date
  • Estimated Customer Receive Date
  • Customer Received Date
  • Installed Date
  • Completed Date
  • Vendor Order No - The vendor order number for this part quantity.
  • Vendor Tracking No - The vendor tracking number for this part quantity.
  • Ordered By - The VSA user who created the procurement.
  • Notes - A note about the procurement.