Adding a Part onto the Next Available Stock Order

Before adding a part to the next available stock order, a parts invoice must first exist. See Creating a New Parts Invoice for further information.

  1. From the Details tab, enter a cash code in the Cash Code field, or click the Search icon to open the Select Cash Code screen in a new browser window and select the appropriate cash code from the list.

    Note:  If a default cash code was set in the Customer Profile it automatically populates the Cash Code field.

  2. Enter the part number in the Part Number field, or click the Search icon to open the Parts Search screen in a new browser window and locate the correct part.

  3. Enter an Ord quantity.

  4. Click Save to save the part number and update the information fields with inventory and pricing information about the added part.

  5. Click the OO/OFC link.

  6. The On Order Details screen appears.

  7. On the On Order Details screen, select the Click here to add to next stock order link to add the part number to the next available stock order for the corresponding vendor.

  8. PO:NextSO appears under the Extended Price field indicating that the part is placed on the next available stock order for the corresponding vendor.

  9. To add the part number to the next available stock order you must create a stock order.

  10. After creating a stock order and clicking Save, the message Parts For Allocation Found flashes in red at the bottom of the screen next to a Parts Selection link. This message indicates that there is a part for the selected vendor that needs to be placed on order.

    Note:  The vendor on the order must be the same as the vendor of the "PO: NextSO" part.

  11. Click the Parts Selection link. The Part Selection screen appears.

  12. On the Part Selection screen, select the checkbox next to the part number you wish to add to your stock order.

  13. Click Save to place the selected part number(s) on the corresponding order.

Revision: 2026.01