Linking Parts to RO

This article will detail how to link parts from a Purchase Order to a specific RO

 

 

Parts-> Order Parts : Linking the Parts

 

If creating a PO from the Order module of the system, there is a link button that appears 

 

The linked RO now shows on the Purchase Order. The Link button has changed to Delink

 

Parts-> Receive Parts : Linking the parts

 

Under Outstanding Receiving, select the appropriate PO and Link the part

 

 

Linking Parts from an RO

 

If creating the Purchase Order under the RO, go to the Purchasing Tab and select +New Purchase Order

 

Select Inventory PO if you are ordering parts for your own inventory/use. Search and select the appropriate vendor

 

Enter the part into the search and click Add.  A pop-up will appear, asking you to confirm which labour the parts are attached to

 

 

The Link appears on the PO

 

 

Viewing Linked PO's

 

Any PO that has been linked to an RO can be viewed under the Purchasing tab

 

 

They can also be viewed under Service-> Complete RO-> Process PO Invoices

 

 

 

Removing the Link

 

Press the Delink button to remove the linkage

 

 

If the Receiving has been started at all (sitting in a WIP state)

 

then the part can no longer be delinked from the RO. The button is greyed out to show this