Placing a Parts Order

This article explains how to create and place a Parts Order, including how to generate an OEM order and choose between submitting to the OEM or recording it internally.

Navigate to: Parts > Management > Parts Order

Inside the Primary Grid:

1. Filter/Sort the Primary Grid to locate the Parts Order.

2. Click the New button to create a new Parts Order
   
   

   

3. Select the vendor you want to place an order from

4. For an OEM order, click Generate Order in the Action Ribbon

5. Select the Order Source you want to generate from

6. Inside the Parts Order, hover the cursor over [Place Order] in the Action Ribbon, and select Submit to OEM or Internal Only.

   1. Submit to OEM will transmit the Parts Order to the Manufacturer and change Status to Placed.

   2. Internal Only will not transmit the Parts Order but will change the Status to Placed.

Inside the Parts Order window, “Do you want to create a Purchase Order?", select [Yes] or [No].

• Yes will generate a linked Purchase Order for this Parts Order.
• No will complete the placement without creating a Purchase Order.