Assigning Parts to a Work Order

Use this procedure to sell a stocked or consigned part to a service work order so that the service client is appropriately billed for any parts that were required to complete their repair or maintenance.

1. Navigate to Product Support > Parts > Parts Invoicing.

   The Parts Invoicing screen appears.

   

2. Click the Switch to parts requisitions button.
   The Work Order Parts Requisitions screen appears.

3. Click the Need to create a requisition? Click here to add link.
   The Work Order Parts Requisitions screen appears.

   

4. Enter the Work Order Number to which you wish to assign (sell) the parts.

5. Enter the Salesperson.
   - or -
   Click the Search icon to open the Select Salesperson screen and select the appropriate salesperson from the list.

6. (OPTIONAL) Enter the Consignment Inventory Customer.
   - or -
   Click the Search icon to choose a consignment inventory customer from the Consignment Inventory screen.

7. Click the Save button to continue.
   The Work Order Parts Requisitions Details tab appears.

   

8. (OPTIONAL) Use the radio buttons to select whether the requisition uses Freight Terms or a Consignment Inventory Customer.

   Note:  If a consignment inventory customer has already been assigned to the requisition, it appears in the Consignment field and the Consignment button is locked.

9. Enter the cash code in the Cash Code field.
   - or -
   Click the Search icon to open the Select Cash Code screen 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.

10. Enter the part number in the Part Number field.
    - or -
    Click the Search icon to open the Parts Search screen and locate the correct part.

    

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

    

    For more detailed information about each column and entry on the Work Order Parts Requisition Details tab, click the Help icon and review the IntelliDealer Online Help.

12. Once you have finished adding parts, you can complete your work in these ways:

    To	Do This
    Create and print a Packing Slip.	Click the PICPAK button.
    Import a parts list from another source.	Click the Import button.
    Save changes to the requisition and continue working.	Click the Save button.
    Save changes to the requisition and exit.	Click the Save & Close button.
    Close the requisition without saving changes.	Click the Close button.
    Display charge, cash, warranty, tax, and discount totals for the requisition.	Click the Totals button.

    Once you have completed your work on this Work Order Parts Requisition you are returned to the Work Order Parts Requisitions screen where the new Work Order Part requisition appears.

    

Revision: 2026.01