Outstanding Parts: Options that affect parts shown on screen (Cheatsheet)

There are various options that impact which work orders and items show on the Outstanding Parts screen

All City Options

• Outstanding Parts > Parts Options
  • Show Only Owner Authorization "Yes" items: disabled by default (gray).  If set, only items that are authorization "Yes" will appear.
  • Outstanding Parts Delay: default is 0 minutes.  Setting it to > 0 will cause a delay of x minutes.
• Work Orders > Defaults
  • Item Status (Continued): items set as this status will not appear on the Outstanding Parts screen.  Typically this value is "Continued".

City

• City cannot be inactive
• • "W/O Start Work Date": make sure this is set to a date when users started using the system (nothing in the future)Main Info sidebar

User Access Options

• Users must have access to the city
• Work center limits currently do NOT apply
• Access levels:
  • Outs. Parts:
    • View Outstanding Parts Screen
    • Deduct Inventory: needed to deduct from this screen
    • See the additional options to allow for additional functionality

Work Order / OTC General Criteria

• Must be a work order, repair order, or OTC invoice and must be an "Open" status (not completed or void).  Quotes will not appear.
• Part must not be already on a P/O
• • For OTC invoices, qty needed includes parts that are backordered on a sub-invoice
  • Qty Needed > Qty Used (the part cannot be fulfilled).