Once you have placed your parts customer order
Go to: Parts > Customer Orders > Customer Orders > Allocate.
You can search the customer order via enquiry reference, customer surname & account number. Once the relevant order type from the drop down has been selected, click search & the screen will display the part which has been ordered specific to the enquiry reference, customer or account.
Tick the ‘Order’ box and click accept
A pop up box will appear so you can then search for the relevant supplier you want to allocate the part customer order against.
Once you have selected the supplier. Click ‘New Supplier Order’ & this will allocate the part to that supplier. The pop up box will close down and that part will no longer show within ‘Allocate’
Now the part has been allocated to the supplier. The Supplier order now needs to be created in order to receipt the part in.
Go to: Parts > Purchase > Supplier Orders > Supplier Order
Select the supplier from the drop down and you will see the outstanding supplier orders on the right.
If you then double click into the order, it will populate the part details on the bottom half. Click ‘Accept’ & then this will have created a supplier order.
If you then see the effect on the part record
Go to: Parts > Maintenance > Create/Amend – Search your part number & you will see a quantity of 1 within the customer order & supplier order box.
If you drill into either the customer order or supplier order box. It will show the outstanding customer order details & the outstanding supplier order details. You can see if the part has been correctly allocated, as the supplier order links back to the customer order if the 'order number' is the same against each.
Go to: Parts > Purchase > Receipts > Ordered
Select your supplier from the drop down, input the advice note number and click next. This will now show the outstanding supplier orders. Select the order, click next, confirm the value received and click next again. In the final screen click complete and the part has been received.
