Receive Parts (continued)
5. The Parts Receipt form will be displayed filled in with the information entered on the Purchase Order or Repair Order being received. The Receive Date field in the header area of the form will default to todays date; the User may override the default if this is not the correct date the parts were received.
If the Purchase Order being received is for a Job, select the Receive & Issue Immediately radio button; this will save the step of performing an issue transaction to move the parts from the warehouse to the Job. When selecting the Receive & Issue Immediately option, the In Holding option field will be displayed. If the parts are being held in the stockroom until the date of the installation, the User may select this option then in the next field type in the Location of where the parts are being held. Once the parts are handed off to an Installer, the User may open the Job record and take the parts out of holding and select the name of the Installer taking the parts. This is done from the Job Issues form. The In Holding and Holding Location fields are optional.
Verify the parts and quantities then press the Save button located at the lower right of the form.
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