Part ID's

Our Ship/Rec Manager is setting up parts. She just entered 15 Part ID's without capitalizing things the way I showed her. Specifically, the Part ID contains the customer's name and she didn't capitalize it.

I need to correct these Part ID's, but the only way I can find to do it is to delete the original one and create a new one. Unfortunately, she already created an Customer Order, Eng Master and Work Order Traveler, so that's going to be difficult.

Is there any way to "edit" a Part ID that I'm missing?

Thank you!!!

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Comments

unknown

You can't change it if there has been any transactions.
You would have to delete all orders, masters, travelers, etc with that part on it, and then delete it and recreate it.

Or buy rename and merge from TruFit, which is the only utility I am aware of that allows you this type of change.

unknown

That's what I thought. Thank you for the info. They're not going to buy a new program to fix 15 part id's. lol!

Thanks again!

unknown

Terri,
What you can do is create a new part id; copy all the master operations from the incorrect part id to the new master. For your existing work order if it has not been shipped yet you can break the link (in the custoomer order line) between the work order and the customer order; that will allow you to change the part id on the work order and the custoomer order, and then you link them back up. If the order has been shipped you will have to delete the packlist first. If it has been invoiced you would have to delete the invoice as well first.

unknown

Thank you Gail!!

How do I link and unlink them? I've never had to do that. I always just entered new line items and deleted old, but then I end up with new work orders. Your way would be much better. Is it easy to link and unlink? Can you explain it to me?

Thank you!

unknown

Hi Terri,
To break the link you open the customer order, and in the field labeled 'Job ID' you highlight the work order number and delete it which leaves all the remaining information in the line. Now the customer order and work order are no longer linked which allows you to do things like change part id's. Then when you are ready just type the work order number back into that field.

Even if you delete the whole customer order line you can insert a new line and link an existing work order without creating a new one. A new work order is created when you check the box in the field 'New W/O'. If you don't check that box you can type in the number of an exisitng work order if it has unallocated quantity (if it is already linked to another customer order then the system should not let you sell it on a second customer order).

unknown

Perfect! Thank you so much!!!

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