How to get to Parts Request Board: Click on Purchase Orders/Returns, then Parts Request Board. The Parts Request Board is used to create, and monitor parts requests, and attach them to purchase orders, work orders and/or jobs. From the Parts Request board you can also look up parts requests, customers or purchase orders.

• The Parts Requests Board shows the parts requests by employee. Check Sort By Vendor to view by vendor.
• The requests are color coded by status. The legend at the top of the screen explains each color.
• The Parts Request L/U button will take you to Maintain Parts Request.

• Here you can enter a new request by typing 'N' for next number in the Request # field.
• If there is a work order, enter it in the Work Order field. All information on the work order will be entered onto this screen.
• Select a Work Type and Urgency from the scroll down menus.
• The Sales Per Quote By field will attach a salesperson to the parts request and place it on the Sales Board if it needs quoted for the customer.
• Select a Status. This will identify the color of the request on the board.
• Enter a Vendor ID for the parts and a Contact Name for that vendor. If this parts request is made for different vendors, leave these fields blank and use the Print By Vendor and Print All Vendors buttons at the top of the screen to send a request to all vendors separately.
• Type all notes and Comments in the text box.
• Enter the Item #, Item Name and Quantity. The Cost will be brought in from Inventory if an Item # is entered. The PO box is an optional field; the PO number will autofill when the Purchase Order is created from this Parts Request.
• If an item that was received under warranty failed, check the WARRANTY box to send the item to the Returns Board.
• The Insert button will insert a line above the line that is selected. Click Delete to delete a row.
• To add items, select the number of Rows To Add from the drop down menu and click the Add Row button.
• Use the Template field to insert a template created in the Material Templates screen. Click the Copy button to import all the items that are in the template.
• Once a Purchase Order is created for this Parts Request, the PO number, Vendors and Confirm To fields will show on the Parts Request.
  
• To create a purchase order for this parts request, click on the Create PO button.

• Check the box next to the items to order and click the Create PO button.
• To move this parts request to a work order, click the Move To WO button. This is done when the items requested are coming from stock.
• When there are parts you've selected for warranty, click the Move To Ret/Warr button to move the items over.

• The Customer L/U button will take you to Maintain Customers. Here you can look up Customer Equipment.
• The PO L/U button will take you to Maintain Purchase Orders.

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