Part Requests

On this page you can view and create requests for parts.

The following information displays in a smart table:

• Part request: The number for the part request

• Request name: The name of the part request as a separate identifier from the request number

• Description

• Request type: The type of part request (General, Internal, Requisition, or Return)

• Required date: When the request needs to be fulfilled, be it receipt, return, or otherwise

• Request status: The current status of the request (In Progress, Rejected, 1st Level Approval, and so on)

• Parent part request: The part request to which this request is a child or sub-request

• Work order #: The work order for which parts are being requested

• To location: The location the part is expected to be delivered to or returned from

Create new part request

1. Tap Create new part request at the bottom of the page.

   Request Details opens.

2. Name the part request.

3. Select a Request type. Options are:

   • General: A request for parts not already on hand internally

   • Internal: A request for parts already on hand internally within your Company

     Selecting this option requires you to select the Source locationyou are requesting parts from.

   • Requisition: A request for parts from another company

     Selecting this option requires to select the Source company and allows you to enter a Supplier purchase number.

   • Return: A request to return parts

     Selecting this option requires you to select the Source location (the current location of the parts being returned) and the Destination company (the company you are requesting to return parts to).

4. Select the Destination location (the part location where parts will be received).

   This step does not apply to Return requests.

5. Select the Date required by which the request must be fulfilled.

6. Indicate whether Shipping and Receipting are required for the part request.

7. Open Part Selection and either:

   • Add parts: Opens a dialog where you can choose parts to request

   • Scan: Lets you scan a barcode to add the scanned part to the request

8. Enter the Quantity to request for the parts selected.

9. Submit the part request.

   You can also Save draft if you're not ready to submit and want to return to the request later.