There are times within the daily workflow when some parts may or may not be used on the designated job. These parts are, often, moved from one job to another for future use. While PartsLedger allows parts to be moved from one work order to another, there are a few steps that are necessary to ensure that parts are moved properly.
Open Job and Delete Item in ST
- Log into ServiceTrade and navigate to the original job number
- If the job is closed, reopen the job by clicking Reopen job
- Delete the item you would like to move to a new job
Remove Item from PartsLedger Purchase Order
- Log into PartsLedger and navigate to the original work order
- Note: Work Order in PartsLedger correlate to the Job Number in ServiceTrade
- On the work order, find the item that you would like to delete and click Unlink from Order
- Note: Record the Purchase Order number for future use
- Go to the purchase order of the item
- If the item has been received, follow the steps below
- Go to the work order of item and click on the orange number above Reverse
- Click Reverse on the next screen
- Return to PO page, click the orange shipment receipt numbers at the bottom of the page, then click Void on the right side of screen
- Return to Purchase Order page
Edit Item and Add to New Work Order
- Click on the orange pencil on the left of the item name
- In the item details box, there will be a box titled stItemId, erase the number in that box then click the blue Update Order Item button
- Note: This unlinks the item from the original ServiceTrade job
- Click the pencil again, then locate the Link to Work Order box
- Type in the new work order number that you would like the item to be used on
- Click the Update Order Item button
- Continue with the receiving item workflow and refresh the ServiceTrade job page
- Note: It may take a couple of minutes for the part to show on the ServiceTrade job. If you see the stItemId field under the moved item, then the item in the ServiceTrade job