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Pulling Parts from the Order Que in the Service R/O Parts Screen

Autosoft -

Use the Order Que button on the Service R/O Parts screen to view the Order Que and pull parts to the repair order. This can only be done before you select the repair order, so you will have to pull the Order Que parts before pulling the repair order to the Service R/O Parts screen. 

Step 1. From the Parts Inventory menu, select Service Sales. The Service R/O Parts menu opens. 

service_ro_parts_menu.png

Step 2. Click Line Parts. The Service R/O Parts screen opens. If you do not integrate with Service Writing, this screen automatically opens when you click Service Part Sales on the Parts Inventory menu.

service_ro_parts_screen_empty.jpg

Step 3. Click Lists. The Pull Order Que Orders screen opens, displaying a list of parts in the Order Que. The screen lists the part number, quantity, inventory source for the part, document number, order date, customer’s name, and order status.

pull_order_que_orders.png

Step 4. The list is sorted by document number. Click the column headers to sort the list by part number, customer name, etc.

Step 5. Click a part to view the detail for the parts on the order. The information displays in the window in the lower-right corner of the screen.

Step 6. Click Pull To Invoice to pull the part to the repair order.

Step 7. Click OK when prompted to verify you want to pull the order.

Note:  If parts are on order, a message will pop up notifying you that not all parts are stocked in. The pop-up will ask you to select which parts you wish to pull. Click to select Stocked In or All Parts. You can also cancel the pull. 

Step 8. You are returned to the Service R/O Parts screen. Type the repair order number in the R/O field or use the R/O List button to select the repair order.

The parts will be added to the repair order.

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