Equipment Invoicing or Quoting: Parts

Use the Parts tab allows you to add part(s) to the selected equipment quote or invoice.

To open the Parts tab, open the Invoice or Quote by hovering over a Reference Number on either the Equipment Quoting screen or Equipment Invoicing screen, and select View from the pop-up menu. Then click the Parts tab.


The fields on the Parts tab are:

Field Description
Part Number

The number of the part you are adding to the equipment quote or invoice.

If the part is not set up in your inventory, an Add link appears to the right of the part number (provided you have the 820 - Parts Profile, Add Part switch enabled) which you can use to add the part into the system.

If the selected part(s) have related parts associated to them, the Add Related Parts screen appears when you click Save or open a different tab within the equipment quote/ invoice.
Quantity

The quantity of the part being sold.
Description A brief description of the part.
OH/Bin

The current on hand amount for this part in your current location. The on hand amount is obtained from the parts system. The bin number indicates the part's physical location.

A reverse image Bin number indicates that alternate bins exist. Move the cursor over the Bin number to view alternate Bin location numbers.
OO/OFC The current on order amount and OFC code for this part in your current location. The on order amount and OFC code are obtained from the parts system.
Price The selling price of the part, which is automatically entered by the system.
Extended Price

The part price multiplied by the quantity. The Extended Price field shows the type of part:

  • sub—a substitute that is the child of a substitution relationship and the parent part number has an on hand quantity

  • SUB—a substitute that is the parent part of a substitution relationship

  • xref—a cross referenced part that is the child part of a substitution relationship

  • XREF—a cross referenced part that is the parent part of a substitution relationship

  • rem—a remanufactured part exists

  • *NO MSTR—the part does not exist in the part master file. An Add link appears allowing you to quick add the part master to the system.
Modify Default Tax & Discount Click Yes to change the default tax and discount values for this part by.
Margin Displays the current margin for the part being sold, provided you have the proper authority.

Use these buttons to complete your work on the Parts tab:

Button Function
Save

Saves changes made on the Parts tab.

Note:  Parts quantities are reserved as soon as the Parts tab is saved.
Save/Exit Saves changes made on the Parts tab and closes the quote.
Refresh Pricing Refreshes the sells price that appears on the Parts tab and automatically enters pricing in the desired fields after a part number has been entered.
Import Opens the Import screen and allows you to import a parts list.
Close Closes the Partstab without saving and closes the quote.

Data Source: CGIIND

Security: 801 - Equipment Quoting, 802 - Equipment Invoicing

Revision: 2025.04