SedonaSchedule                               SedonaSchedule Processing Transactions                      Adding Parts to a Ticket

Adding Parts to a Ticket

If Inventory Parts were used on a Ticket, it is important to make certain the inventory is being relieved from the correct warehouse.  When adding a Part to a Ticket, the default warehouse will be the Warehouse linked to the Technician scheduled to the Ticket.  If the parts are being pulled from a different location, you need to make certain to change the warehouse.  When adding parts to a Ticket, and if a Technician Appointment has not yet been created, you must select the warehouse for the part.  Once you know which warehouse was used, this may be changed later.

If more than one of your company's Technicians is scheduled to the Ticket, when adding parts to the Ticket, you need to make certain the correct warehouse is selected for the part.

  Note:  The first column on the Part line labeled Stock, will automatically be checked.  This indicates the part will be removed from the Warehouse selected on the part line.  If your company is using WIP (work in process), once the Part line is saved to the ticket, the part will be removed from the warehouse inventory.  If not using WIP, the part will be removed from inventory when the ticket is invoiced or closed, depending on your company settings.

Un-checking the Stock checkbox would only be done if you need to order the Part.  When creating a Purchase Order from the Ticket, the software checks to see if any parts on the Service Ticket Parts list have the Stock checkbox de-selected; if so, you are able to create a PO for the part(s).

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