Create a PartsSource Parts Request

This section assumes you have familiarity with the ePartsFinder™ application.

To enter a parts request through the TMS application, follow these steps:

1. Double-click a work order. The Main tab displays the work order.

2. Select the Materials tab.

3. In the Material Charges area, click the Request Part button.

   The PartsSource integration must be configured for the Request Part button to be available.

4. The ePartsFinder™ application opens in a separate window. If the work order has an asset attached, the following information is filled in (as available on the work order):

   • Work Order Number

   • Asset Number

   • Asset Manufacturer

   • Asset Serial Number

   • Asset Model Number

5. The ePartsFinder™ application opens in a separate window. If the work order has an asset attached, the following information is filled in (as available on the work order):

6. If an asset group is attached to the work order, an interim screen opens, and you will need to select a specific asset before proceeding to the ePartsFinder™ application.

7. Fill in the remaining information on the parts request screen and complete the request.

Once the parts request is ready, PartsSource will notify TMS through the TMS Control Panel. Control Panel will create a material issue for this work order. Prior to a material issue being created in TMS, you will be able to view pending requests by clicking the View Parts Requests button on the Materials tab of the work order, which will open the ePartsFinder™ application in a separate window.

For more information on PartsSource material issues, see this topic.