Steps in the screenshots correspond to the numbers in the headings.
If a NEW PART request is put in on an Emergency PO, it does not follow the normal escalation process. The EPO process takes precedence, and the Tech receives a PO number once they hit submit. The buyer will not receive an escalation, but the same steps must be followed to turn NEW PART into a valid ATS Part #.
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order.
2. Even though the PO number has been given to the tech already, it will still show up in your queue to be processed. There is information stored on in the part need on the task level. Let's start there.
3. Click on the Parts Tab. Notice that it currently says NEW PART.
4. Expand the Red Chevron.
5. The Task ID is listed. It is a hyperlink. Click on that.
6. The breadcrumb now shows you that you are at the Task Level.
7. Click on the Part Needs Tab.
8. Click on the SEQ number under the Part Needs Tab.
9. The Breadcrumb now shows you are at the Part Need level.
10. The Note should contain information on who the item was bought from and the Purchase price if the item has already been bought.
11. All the information you need to turn this NEW PART into an ATS Part number is listed in the lower left hand column.
After researching, you determine that this part exists in the ATS database. It is part number 100091855.
12. Go to the breadcrumb and click on Purchase Order to return to the PO Screen.
You want to make the changes to the PO before updating the task.
13. Make your changes to the PO and process as usual.
14. As a final step, go back into the Task (hyperlink into the task after expanding the part needs.)
15. Change the part from NEW PART to the ATS Part Number.
16. Click Save in the header, or use the Cntl + S Shortcut.
0 Comments
Add your comment