Add Related Parts

Use the Add Related Parts screen to import related parts onto a parts invoice/quote, parts requisition, service quote, equipment invoice/quote or rental contract.

Fields on the Add Related Parts screen are:

Field Description

If selected, indicates whether or not the related part is optional or mandatory when selling a parent part.

  • Checked—the part is optional and is added onto an invoice, quote, requisition, or contract.
  • Unchecked—the part is optional and is not added onto an invoice, quote, requisition, or contract.
  • No Checkbox—the part is mandatory and must be added onto an invoice, quote, requisition, or contract.
Part Number The number of the related part you wish to import into the selected invoice, quote, requisition, or contract.
Description

A brief description of the part.

If the related part has already been added to the invoice or quote a message appears in red text in the Description field.

Any comments related to the selected part appear below the description.
Quantity The number of related parts that are added to an invoice, quote, requisition, or contract, when the associated parent part is sold.
Price The selling price of the related part.

Click Select All to select all of the available parts on the screen.

Click Deselect All to deselect all of the selected parts on the screen.

Click Save & Close to add the related parts selected to the sales order and return to the previous screen.

Data Source: PARTMAST

Revision: 2026.01