Ordering / Updating a Part

Service Billing Operations > 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 - The name of the customer.
• Work Order - The name of the work order.
• Work Order Item - The name of the 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 - 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 the Use Procurement checkbox is checked. Manually update each of the following.

• Ordered Date
• Estimated Receive Date
• Received 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.