Requesting Parts Not in Inventory

  1. Enter a planned material transaction on the Service Order Transactions form.
  2. Cross-reference the transaction to a PO.
  3. Note that the Awaiting Parts check box is selected.
  4. If Awaiting Parts Actions are populated in Service Options, notice the change of Priority, Status, and To Be Scheduled.
  5. From the Scheduling board, any task associated to an incident or SRO awaiting parts will show a Red Hand icon.
  6. Receive the purchase order.
  7. Note that the Awaiting Parts check box is cleared.
  8. If Parts Received Actions are populated in Service Options, note the change of Priority, Status, and To Be Scheduled.
  9. The Red Hand icon is no longer associated with tasks linked to the Incident or SRO.
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