How to Convert OTP Items to Work Order

Path: Transactions > Work Order > Requested Part Browse

When the requested part is a one-time purchase (OTP), the conversion window changes to accommodate information required for non-stocked parts. Use these instructions to convert OTP parts to the work order. On the work order, look for these items on the Other Subtab of the Cost Tab.

1. Mark the check box of the line to convert.
2. Click the Convert WO Part/Charge button.
3. Type or select the Date of Work.
4. Enter the Unit Cost of the OTP item.
5. (Optional) Select the related Account number if needed.
6. Click the Save button on the popup window.

To confirm the charge, go to the work order Costs–Other Subtab.