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:

  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 Customer tab, select the customer requesting the spare parts.
  4. 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.

  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.
Related topics