Add parts to an existing pick list definition

Parts are assigned to a pick list definition by shop. Those part numbers must be a part of the shop’s inventory.

If the part pick list will be used by multiple shops, you must create part assignments for each shop.

  1. Go to Menu > Setup > Order Setup > Pick List Definitions.
    For versions earlier than V. 2020.2, go to Menu > Setup > Repair Order Setup > Pick List Definitions.
    The Pick List Definitions page opens.

  2. Select the pick list definition from the Pick List Description field.

  3. If needed, click the Parts tab.
    The Parts grid is displayed.

  4. Click Add.
    The Pick List Item Definitions window opens.

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  5. Make entries in the following fields.

    Required field: *

    Read-only field: §

    Field Definition

    Shop *

    Shop ID

    Part *

    Part number

    Quantity *

    Quantity

    Description §

    Part description

    This value is specified in the shop’s inventory or the Parts Catalog.

    UON §

    Part’s unit of measure

    This value is specified in the shop’s inventory.

  6. Click OK.
    The Pick List Definitions page is refreshed.

To close the window without adding parts to Pick List definition, click Cancel.

Edit parts on a pick list definition

  1. Go to Menu > Setup > Order Setup > Pick List Definitions.
    For versions earlier than V. 2020.2, go to Menu > Setup > Repair Order Setup > Pick List Definitions.
    The Pick List Definitions page opens.

  2. Select the pick list definition from the Pick List Description field.

  3. Select the part you want to edit.

  4. In the Parts grid, click Edit.
    The Pick List Item Definitions - Editing window opens.

    image8

  5. Make changes as needed.

  6. Click OK.
    The Pick List Definitions page is refreshed.

To close the window without saving your changes, click Cancel.

Delete parts from a pick list definition

  1. Go to Menu > Setup > Order Setup > Pick List Definitions.
    For versions earlier than V. 2020.2, go to Menu > Setup > Repair Order Setup > Pick List Definitions.
    The Pick List Definitions page opens.

  2. Select the pick list definition from the Pick List Description field.

  3. Select the needed part assignment.

  4. Click Delete.
    The Delete Part message is displayed. It asks, "Are you sure you want to delete the current item?"

  5. Click Delete.

To close the window without deleting the part, click Cancel.