Create a Parts Requisition (Computer)

Objective: Create a Parts Requisition (Computer)

Enable your technicians to swiftly request and submit necessary parts for work orders using the parts requisition feature. This streamlines the process by effortlessly recording part names, descriptions, and prices, expediting the entire parts acquisition workflow. Creating a parts requisition can be done from your computer browser or from a mobile device.

TABLE OF CONTENTS

• Step-by-step Instructions
• Next Steps

Step-by-step Instructions

1. Go to the Parts Module from the welcome portal.
2. Click Parts Requisitions from the navigation bar.
3. Click the Create Requisitions button.
4. A new window will open - enter in the appropriate Work Order number into the auto-fill search field. Then, select the segment number.
5. Select the requisition date.
6. Additionally, you can add:
   1. Required Date the items are needed by
   2. Delivery Location
   3. Delivery Inspections
   4. Order Comments
7. Click Save. After the header has been saved, new tabs will be available. 
8. Click the Items tab. 
9. Begin adding parts by entering a part number into the part number field. This field will auto-fill if a matching part number is found from the Parts Master.
   

   NOTE:
   Selecting from the auto-fill field is not required. You can enter any part number, but it must be added to the parts master before transferring to a Work Order/Purchase Order.
   

10.  Enter the description, cost, and quantity needed on the order. Enter any additional comments.
11. Click Save to save the part to the list.
12. Once finished, click Place Order.
13. The parts requisition status will now be updated from Created to Submitted, indicating it's ready to be transferred to a work order or purchase order. 

If there are selected parts in inventory, you can optionally generate a picklist. Picklists are confirmation that parts were picked from inventory.

If necessary, you can reopen the requisition to add more parts.

Click the Transfer to Work Order button to move all parts on the requisition to the work order selected. Then, click Transfer to PO to order all necessary parts. These parts will automatically be pulled into the purchase order.

NOTE:
If the Transfer buttons are greyed out, this is most likely caused by a part that has not been saved to the parts master. Next to the part, click Add. A new window will appear that will allow you to quickly add the part to the parts master.

Next Steps