Edit In-Transit Parts Transfer orders

You can edit In-Transit Parts Transfer orders while they are in OPEN status.

Add new part lines

Use this new form to add new part lines to the new or existing Parts Transfer Request in OPEN status.

The Transfer Line Item window opens when you select +New Part Line on the New Parts Transfer Request or Parts Transfer Request windows.

The Transfer Line Item window with fields to enter a part number and quantity.

  1. Open the Transfer Line Item form by selecting +New Part Line on either the New Parts Transfer Request or Parts Transfer windows.
    The Transfer Line Item form opens.

  2. Complete these fields:

    Required field: *
    Read-only field: §

    Field Definition

    Part Number *

    The part number for the part you want to add

    If you don’t know the part number, you can select A pair of binoculars. Search to look for it.

    Quantity *

    The number of parts you want to add

    Unit Price §*

    The price for each part

    The program completes this field for you.

    Quantity UOM §

    The unit of measure (UOM) for the part quantity

    The program completes this field for you.

    Total §

    The Unit Price multiplied by the Quantity

    The program completes this field for you.

    Description §

    The part’s description on file

    The program completes this field for you.

  3. Select one of the following:

    • Save
      Use this button to save the new part line.

    • Save and Add
      Use this button to save the new part line and continue adding additional part lines to the Parts Transfer Request.

    • Cancel
      Use this button to cancel any unsaved changes for the selected part line and return to the previous form.

Delete part lines

The Parts Transfer form lets you delete part lines from a transfer order as long as the Order Status is OPEN. That is, you can select and delete part lines before the Parts Transfer has been processed.

  1. On the Parts Transfer page, select the order you want to edit.

  2. Select Open.
    The Parts Transfer window opens.

  3. Select the row of the part you want to delete. You can select more than one row if you want.

  4. Select Delete Part(s).

  5. Select OK.
    The program saves your changes and closes the Parts Transfer window.

The Parts Transfer window with the Delete Part(s) and OK options highlighted.

When you delete a part line or lines, the program updates the QOH for the part from the sending shop and the QOO for the destination shop.

  1. The Delete button is only available once you have selected a part line.

  2. Delete only deletes the selected part line. It does not delete the order.

  3. You cannot edit the quantity since the program has already updated the QOH. You can add a new line or delete a line and re-add the line to change the total quantity of parts to be transferred.