Parts Ordering

The Parts Ordering screen allows you to:

For Accounts Payable, see Purchase Orders.

To open the Parts Ordering screen, from anywhere in IntelliDealer, navigate to Product Support > Parts > Parts Ordering.


The sorting options on the Parts Ordering screen are:

Sort by
Field Description
Order Number Sort the search results by parts order number.
Vendor Sort the search results by vendor number.
Date Released Sort the search results by date the part order was released.

The search fields on the Parts Ordering screen are:

Field Description
Select Order Number Search for a parts order by entering an order number.
Select Vendor Number Search for a parts order by entering a vendor number.
Select Location Search for a parts order by entering a branch location.
Select Status Search for a parts order by selecting an order status from the drop down list (for example on order, back ordered, or changeable).
Select Part Number Search for a parts order by entering a part number.
Select Comment

Search for a parts order by entering a description of the order.

For CASE dealers, this field helps with searches for orders that only reference the PSO number or sales order number on the packing slip.

For the Kubota Smart Supply interface, comments in this field follow the naming convention 'SS-Supplier Code-Warehouse' (SS-KTC-10101 for example).

Select Type Search for a part order by selecting a type of order from the drop down list.
Select Created By Search for a part order by the person who created the order.

The fields on the Parts Ordering screen are:

Field Description
Order Number The parts order number.
Vendor The name of the part's vendor for this order.
Comment Any comments related to the parts order.
Type The type of order.
Line Items The number of line items on the selected part order.
Status

The status of the parts order:

  • On Order—the part order is currently on order, no parts can be added to the order.

  • Back Ordered—parts on the order have been back ordered.

  • Changeable—the parts order has not yet been placed on order and parts can be added to the order.
Date released. The date the part order was released.

The Type options are:

Type Options
Type Description
SO Stock Order
Q1 First Quarterly Order
Q2 Second Quarterly Order
Q3 Third Quarterly Order
Q4 Fourth Quarterly Order
IS Initial Stock Order
TS

Special Order Program

TS orders DO NOT perform the reclass function.
MD Machine Down
FI Fill In
ST

Special Terms

ST orders DO NOT perform the reclass function.

Click on an order number on the Order Number field to open the Parts Order screen.

Click on a vendor name on the Vendor field to open the Vendor Profilescreen.

Click on the Need to create a stock order? Click here to add link to create a stock order.

Click on the View pending special/allocation link to view pending special/allocation orders.

Click on the Create consolidated parts order link to create a consolidated parts order.

Move the cursor over the Ordering Options link located at the top right of the screen, and select one of these options from the drop down list:

Ordering Options
Field Function
Parts Ordering Opens the Parts Ordering screen allowing you to view parts orders, add parts to a part order and create a stock order.
Order History

Opens the PO History screen. The information displayed depends on the scenario:

  • If the purchase order number corresponds to a receipted status purchase order from the purchase order system, receipt information is displayed.
  • If the purchase order number does not correspond to a receipted status purchase order from the purchase order system, parts purchase order summary information is displayed.
Order Correction Opens the Order Correction screen allowing you to correct errors on a part order. Corrections can only be applied to the order after it has been receipted, updated, and moved into history.
Pending Order Receipts Opens the Pending Order Receipts screen allowing you to search for and view pending order receipts and gives you access to edit a pending order receipt and create a new receipt. This is driven by the wireless parts inventory program.
DTF Parts Receipts Opens the DTF Parts Receipts screen allowing you to display, delete, or post DTF parts receipt details to parts purchase orders.
OFC Reclass

Opens the OFC Reclass screen allowing you to view the reclass code for selected vendors and also allows you to create a new reclass code or automatically change OFC reclass parameters.
Automatic Stock Orders Opens the Automatic Stock Orders Parameters screen allowing you to view, edit, and create stock order parameters.
Stock Transfer/Central Inventory Opens theParts Transfer tab used to set the parameters for stock transfers between branches and identify central inventory branches.
Create Stock Order

Opens the Selection Criteria screen, allowing you to create stock order parameters and generate a series a reports.

See Create Stock Order Parameters.
Special Terms Opens the Special Terms - Programs tab giving the user access to Special Terms Programs and Orders.
CCN Web Opens the Order Status tab giving the user access to the CCN Web application.
CCN Direct Ship Orders Opens the CCN Direct Ship Orders screen allowing you to search for and view the CCN direct ship orders.

Data Source: PURORD

Security: 821 Product Support - Parts Ordering

Revision: 2024.08