Processing a Spare Parts Order for Inventory

Many manufacturers need to track the materials added to a specific parent item. The spare parts functionality enables users to handle the orders for these spare parts.

Follow the steps in Setting Up Service Order Types to set up a spare parts type on the Service Order Types form.

Use this method when spare parts are ordered to restock inventory. In the scenario below, a SRO line is created to generate the order for the spare parts. Follow the example when ordering spare parts to restock inventory:

Open the Service Orders form and follow the steps in Adding and Updating a Service Order to add a new service order.
Select the spare parts SRO type.
On the Customer tab, select the customer requesting the spare parts.
On the Lines/Operations tab, click Lines.

Follow the steps in Adding Service Order Lines to create a SRO line item for the parent unit.
Click Transactions and follow the steps in Adding Service Order Transactions to create a new transaction for the new SRO.
Follow the steps in Running the SRO To Be Invoiced Report and Running Service Order Invoicing to create an invoice record and update the customer balance.