Processing a Spare Parts Order for an Existing Unit

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 an existing unit needs to be serviced or upgraded and the manufacturer wants to record the parts and the unit. In the scenario below, a SRO line and material transaction are created to record the service and spare parts needed for a unit. Follow this example when ordering spare parts for an existing unit:

  1. Open the Service Orders form and follow the steps in Adding and Updating a Service Order to add a new service order.
  2. Select the spare parts SRO type.
  3. 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.

  4. Click Operations and follow the steps in Adding Service Operations to create a SRO operation for the parent unit.
  5. Click Transactions and follow the steps in Adding Service Order Transactions to create a new transaction for the new SRO.
  6. Follow the steps in Running Order Invoicing to create an invoice record and update the customer balance.
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