Steps in the screenshots correspond to the numbers in the headings.
Whether the Part was requested in the Portal or the CLIENT, any time the quantity is adjusted up or down, a record of the change is captured in the Events tab in the CLIENT.
1. In the Portal, with the Task highlighted, go to the Parts icon. If there is a Part requested on the Task, it will be listed under the Part Need section. If you wish to change the quantity, click on the three lines under Actions and select Edit Part Need.
2. At this point, you can change the Quantity (only to add MORE of a part).
3. or the Date.
4. Click Save.
5. To confirm this tracking in the CLIENT, go to Service > Task.
6. Enter the Task number in the search bar and click the green magnifying glass to load the record.
7. The Record loads in the right work space. Click on the Events tab in the lower workspace.
8. The Part Need Quantity changes will be listed in the Events list.
If you do not see the Events listed on the first page, they may be on another page. Use the Screen Advance buttons at the top right of the screen break until you are able to see the information you need.
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