Add Part Requirements

You can add new part requirements for service request and service work order document types.

From the Part Requirements pages you can:

• Access the service work order or service request.
• Add required parts.
• Verify the assigned stocking location assigned by autosourcing.
  Note: If a line isn't ordered you can make manual updates and perform autosourcing. In this case, the stocking location appears as a link on the Part Requirements search page.
• Change the assigned stocking location if required.
• Place orders for required parts.

To access the Part Requirements pages:

The Part Requirements details page can be accessed from the Part Requirements search page by clicking either the:

• Create Part Requirement button, or the;
• Manage Parts icon that's available for each part line.

1. Select either the service request or service work order in the Document Type field.
   Depending on the document type, you can add details such as the document number, ship-to address type, ship-to address, ship-to customer, destination organization, destination subinventory, asset, and the need by date.

   Fields that Appear on the Create Part Requirements Page for the Selected Document Types

   Part Requirements Field	Service Request Document Type	Service Work Order Document Type
   Document Type	Yes	Yes
   Business Unit	Yes	Yes
   Document Number	Yes	Yes
   Customer	Yes	Yes
   Ship-to Address Type	No	Yes
   Ship-to Customer	Yes	Yes
   Ship-to Address	Yes	Yes
   Bill-to Customer	Yes	No
   Bill-to Account	Yes	No
   Bill-to Address	Yes	No
   Destination Organization	No	Yes
   Destination Subinventory	No	Yes
   Asset	Yes	Yes
   Need By	Yes	Yes
   Purchase Order	Yes	No
   Technician	No	Yes

2. Click Save and Continue. From the Part Requirements details page, you can edit header information, add, edit and view part requirement lines, perform autosourcing and manual sourcing for the parts, and place orders for the parts, which creates a sales order, transfer order, or a reservation.

3. To update the header details, click the Edit Details button. This opens the Part requirements details drawer.
   • Update the fields that appear for the document type, such as customer and address information or the need by date. Click Update to make changes.
   • To return to the Part Requirement details page with no changes, click Cancel.
4. To perform a mass update for unordered parts, select the checkbox for the part lines that you'd like to update, then click the Update Requirement button. This opens the Part requirements mass update drawer.
   • Update the fields that appear for the document type, such as customer and address information or the need by date. Click Perform Mass Update to make changes.
   • To return to the Part Requirements details page with no changes, click Cancel.
5. Click the Add Part button to add a new part. This opens the Add Part drawer.

   • Update the part details such as item and address information or the need by date.
   • Click Save and Close to return to the Part Requirements details page or Save and Add Another to add another part.
   • To return to the Part Requirements details page with no changes, click Cancel.
6. Click Order to order selected parts.