How to Request Required Parts

Path: Transactions > Work Order > Records—Action Menu Request Parts

Use this window to ask for a part needed to complete the work order. The window requires that you associate the requested part with one of the tasks assigned to a work order; however, the action does not change the task record.

This is only a request. Users with the appropriate privileges must assign the part or authorize a purchase from Work Order > Requested Part Browse.

If parts used for the work order have emptied the quantity in the warehouse, check Do not add PO/PR Distribution. This assures more parts are requested or ordered but are applied to stock rather than assigned to the work order. A setting in File > Personal Info > Defaults can check the box by default.

From the desired work order record:

1. Click Required Parts link on the Action Menu. Note: The link is enabled in View mode only.
2. Click the Part or Other Charge Item* radio button depending on your need.
3. Complete the required fields on the Part Request Entry popup window.
4. Complete any elective fields needed.
5. Click the Save button on the Part Request Entry window.

If you click the Required Parts link after a work order is closed, a message informs you that "There are no available tasks."

See the Requested Part Browse topics for information about converting the requests.

* When the part request is for Other Charge Item, two additional fields are added to the window: Vendor and Unit Cost. These fields are only visible or available for use when Other Charge Item is selected.