Inventory Parts Purchasing allows for the purchase of parts within the catalog or parts that can be added to the catalog. This is useful when parts at inventory locations are running low and/or new parts are required for inventory. You have the ability to order parts with an automatic approval based on NTE amount. A work order is generated and immediately goes to the supplier to be filled and processed. It also includes a time saving factor because you are eliminating additional steps for ordering parts and quicker to receive parts for inventory locations. There is an alignment when using Restocking Options and Schedule under Inventory Administration, from there, it generates a Purchase Transfer Orders automatically.
Creating a Parts Purchasing list
A Parts Purchasing list is required to make a Purchasing Transfer Order. This is where you assemble an abundance of parts that can be purchased for immediate or future use. Using the Parts Purchasing Upload template to add part information which then gets populated into Inventory Manager under the Purchasing Tab in Parts Catalog. Once the list has been uploaded, you can download the list at any time. You can expand your list by using a new template and add purchasing parts. When using the template, the columns required to have a successful upload are:
- Catalog Supplier ID (Provider ID)
- Catalog ID (Reference Catalog ID, if needed)
- Supplier Number
- Price (Currency Type)
- Category
- Trade
- Description
- Unit of Measure (each, feet, volume)
- The template input is case sensitive.
- Catalog Supplier ID, Catalog ID, Supplier ID, Manufacturer Parts Number, and Price must be in numbers font on the spreadsheet.
- Category and Trade must exactly match what is listed in WO Properties.
Adding Supplier as a Provider in Service Automation
Your supplier for purchasing parts must be added and assigned as a provider in the Location & Provider module.
- Inventory → Parts Catalog.
- Click the Purchasing tab to enter the Purchasing landing page.
- Click the Download link to open the list.
- Click the Parts Purchasing Upload Template link to download the spreadsheet.
Input all the information onto the template and save the file.
The Catalog and Catalog Supplier ID column must be numbers only.
- Click the Upload link to open the modal.
- Add the template into the box and click the Done link to add the list.
- A successful upload message appears confirming the upload.
- Click the Download link to open the list.
- Click the Inventory Parts Purchasing Catalog link to download the catalog.
- A file appears in your download folder to open.