Posting Estimate Parts
To post parts to an Estimate Work Order job line:
1️⃣ Navigate to: Maint. & Repair ➝ Work Orders ➝ Estimate Work Order
2️⃣ Select an existing Estimate from the list.
3️⃣ Open the Estimate and locate the job line to post parts.
To post out parts, click one of the post options (Image A, Image B) and ensure that the Parts tab is selected once in the posting window (Image C).
Image A: Once in the Estimate WO you can find the Post button at the top right of that screen.
Image B: At the Estimate WO line level, you can also find a Post button. Click anywhere inside the line box, additional fields will populate, including the Post button.
Image C:
When using the Post button option at the top right of the estimate work order screen, be sure that the correct estimate work order line displays and if multiple lines exist, use the drop down to select the appropriate estimate work order line for the transaction posting. See image below.
Posting Parts
On the posting parts window, there may be a part probability screen that appears. This takes into account the probability of parts that may be posted out to this particular job.
Users can select a part # in the probability screen to post it to the work order. However, if there is no probability, the section will have a “No data available” message, and the user can search parts then.
To post parts, the user will need to input the part number or name into the Part * field, choose the bin location the part is coming from and the quantity. Once you have that part, click the post button and the transactions section of the page will update with the part.
If a part file doesn’t exist. You can create the part on the fly through a Estimate Work Order or Purchase Order. Please refer to Adding Parts On The Fly for details.
Posting Parts with Location
If a part is tracking locations, you will see a location box, where you will need to add the location that the part will be added to.
Click inside the location box to select the appropriate location.
Once the location has been added, click post to add the part to the work order. The location box is quantity driven. Meaning, if you select a quantity of two, you will need to select to locations before you are allowed to post the part to the work order.
Posting Part Kits
If an estimate work order line has a part kit pre-assigned to it (either at the line level or it is attached to a PM schedule), a message will display telling the user that one is assigned, and a “Post Part Kit” link will be available to post all the parts in the part kit.
The part kit number and preview of the parts contained within the kit will auto populate in the parts posting panel, giving users the ability to see the parts that will be posted with the part kit, and verify that there are sufficient quantities of each part for the job.
If the part kit is not pre-assigned to the work order line, one can be selected when posting parts.
In the Part Number field, enter the part kit number
Enter the quantity (number of) part kits to be used with the line
The description and costs will prefill based on the part kit file
Click Post
Once a part kit number is selected, a preview of the parts contained within the kit will display under the posting information to easily identify which parts are contained in the kit.
The part kit cannot be posted if any of the component parts have insufficient on hand quantities for the job (this is based on the inventory showing for the part in the part file)
Adjustments will either need to be done via a Purchase Order or a Parts Adjustment to increase the quantity showing available.