- Open the Call record, then click Edit icon
- Go to Call > Parts tab
- Select filter criteria, then click the Find Product button. Notice the Master Part Numbers results display in the Parts grid
- Add the Master Part Number you wish to add to this Call:
- Select the row in the Parts grid
- Click the Add to Order button. Notice an additional row for the Part now appears in the Line Items grid
- For column details that are editable, edit the cell value as needed, including the Quantity, Unit Price, Description columns
- Repeat steps 2 and 3 as required
- Click the Save icon. The Order# field is now pre-filled for the Parts that were added. Also note the following:
- See the Call > Parts tab > Line Items grid or Call > WO/Invoice tab > Work Orders grid
- Notice the Work Order is automatically set to APPROVED status, ready for Order fulfillment