SedonaSchedule                               SedonaSchedule Processing Transactions                      Ordering Parts for a Ticket

Ordering Parts for a Ticket

If a Purchase Order for Parts needs to be created, this can be accomplished directly from the ticket.  Before being able to create the PO within the Ticket, you must first add the Part(s) to be ordered to the Service Ticket Parts List on the Equipment and Parts form of the Ticket.  You must also un-check the “Stock” option to the left of each part that will be ordered on a PO. 

When creating a Purchase Order for Inventory Parts, you have the option of Direct Expensing the Parts to the Ticket or to receive the parts into a Warehouse.  Depending on which option is selected will determine the part cost that will be recorded to the Ticket and the General Ledger.

Direct Expensing

When selecting the Direct Expense option on the Purchase Order, the exact amount of the part cost that is received will be the cost recorded to the Ticket.  This is typically the preferred method.  If you are receiving special pricing from the Vendor for the parts and want this amount to be applied to the Ticket costing, you would use the Direct Expense option.

Receive to Warehouse

When selecting a Warehouse on the Purchase Order, when the PO is received, you are presented with two options; Receive to Warehouse and Receive and Issue Immediately. 

If the Receive to Warehouse option is selected, the parts will be added to the Inventory of the Warehouse from the Purchase Order Receipt.  You would then need to perform an Issue transaction from the Inventory module to move the parts out of the Warehouse and into the Ticket costing. 

If your company is using the Standard Costing method, when the parts are received into the warehouse, they will take on the value of the current standard cost for the part in the warehouse.  If the Purchase Order cost is different from the warehouse standard cost, a journal entry will automatically record the difference to the PPV (purchase price variance) account.  When the part is issued from the warehouse to the Ticket, the warehouse standard cost will be used for the transaction.

If your company is using the Average Costing method, when the parts are received into the warehouse, the software will automatically recalculate the average cost and apply this new current average cost to the parts being received into the warehouse.  If the Purchase Order cost is different from the warehouse current average cost, a journal entry will automatically record the difference to the PPV (purchase price variance) account.  When the part is issued from the warehouse to the Ticket, the warehouse current average cost will be used for the transaction.

If the Receive and Issue Immediately option is selected, the parts will be added to the Inventory of the Warehouse from the Purchase Order Receipt and then the software will automatically record an Issue transaction to move the parts from the receiving warehouse to the Ticket.

If your company is using the Standard Costing method, when the parts are received into the warehouse, they will take on the value of the current standard cost for the part in the warehouse.  If the Purchase Order cost is different from the warehouse standard cost, a journal entry will automatically record the difference to the PPV (purchase price variance) account.  When the software performs the issue transaction, the warehouse standard cost will be used to record the part cost to the Ticket.

If your company is using the Average Costing method, when the parts are received into the warehouse, the software will automatically recalculate the average cost and apply this new current average cost to the parts being received into the warehouse.  If the Purchase Order cost is different from the warehouse current average cost, a journal entry will automatically record the difference to the PPV (purchase price variance) account.  When the software performs the issue transaction, the warehouse current average cost will be used to record the part cost to the Ticket.

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