Why:

Parts can be added to and removed from orders right up until the order is invoiced (although the availability of this functionality depends on user and parameter settings).

Each amendment to the order updates the stock quantities within the Parts Master File and Transaction File for the selected part.

 

Where:

From the Parts Order View or Workshop Order View, select the order that you would like to amend. You can then either right-click and select Open or select Order > Open. Alternatively, double click on the order and select the open order icon.

 

How to Delete Parts from an Order:

When you open a parts or workshop order, the list of parts that are included in the order is displayed in the lower half of the screen.

Highlight the part you would like to delete then right-click and select Delete. Depending on your user profile you might be asked to enter a PIN number to confirm the deletion or a message will be displayed asking you to confirm the deletion.

To delete a parts kit, select the header record and all parts in that kit will be deleted.

If you're not authorised to delete parts then the delete function will be inactive and you will be unable to delete any parts from the order.

 

What else would you like to do?

Cancelling or Deleting an Order.

Complete a Parts Order and raise the invoice, see Invoicing a Parts Order.

Complete a Workshop Order and raise the invoice, see Invoicing a Workshop Order.