The Part screen on the Customer Service tab is where you search for parts to add to the current order. You can use the Part screen to review detailed information about a part: the part number and description, the catalog page number, the price class, the manufacturer, the vendors, the price, and more.
If you already know the part number, you can skip the Part screen and go directly to the Current Order screen on the Customer Service tab to enter it for the current order.
When you enter parts on the Part screen or the Current Order screen, the part search results are based on the active warehouse. In other words, these screens use the active warehouse as a filter, helping you to narrow your search results. (For more information on how the system determines the active warehouse, refer to Specify the warehouse.)
The two methods for adding parts to the current order are explained below.
Part searches on the Part screen behave differently than searches on the Current Order screen.
When you enter a part on the Current Order screen, the system performs a search one, two, or three times, depending on whether or not a part matching your request is found. The goal of the part search on this screen is to present a single part based on the following hierarchy:
The system searches for a customer part number that matches your input. If the system finds a match, the part is listed on the screen, and no more searching occurs.
If no match is found, the system searches for an external part number that matches your input. If the system finds a match, the part is listed on the screen, and no more searching occurs.
If no match is found, the system searches for a part description that matches your input. If it finds a match, the part is listed on the screen, and no more searching occurs.
If no match is found, a message is displayed to inform you that no records were found.
When you enter a part on the Part screen, the system performs only one multi-level search. The goal of the part search on this screen is to present a list of parts that meet each one of your search criteria. Following is a description of the search by description option (you can also search by catalog page and requisition):
The system searches for customer part numbers, external part numbers, and part descriptions that match your input. If the system finds one or more matches, they are listed at the part listing at the bottom of the screen.
If no matches are found, a message is displayed to inform you that no records were found.
The multi-search functionality available on the Part screen was designed to present you with a list of parts that meet your search criteria.
On the Customer Service tab, click the Part button. The Part screen appears.
The Part field is a combination text box and drop-down list; this enables you to specify a part in one of two ways:
In the Part field, type one of the following:
The part number, or part of it
The part description, or part of it
— or —
In the Part drop-down list, select a recent entry. A maximum of your 10 most-recent entries are listed in the drop-down list.
To refine your search and see more targeted search results, you can conduct an advanced search by following a few other steps:
Click the Options button.
In the Search By area, select which criterion you would like to search by.
In the Search Filters area, select one or more options from the filter lists if you would like to narrow your search.
Click the Search button or press Enter. If only one part meets your search criteria, the corresponding part information is provided on the Part screen.
If more than one part meets your search criteria, the corresponding parts are identified in the part listing at the bottom of the Part screen. To select the appropriate part for the current order, click the appropriate row in the listing.
In the Quick Order area, type the quantity and select the appropriate unit of measure from the UOM drop-down list. The multiple is shown with the unit of measure. For example, for a unit of measure of dozen, DZ - 12 is shown in this field.
Click the Add To Order button.
Note: You can click different rows in the part listing to view detailed part information. However, Vision will not add a part to the order unless you actually enter the order quantity and click the Add To Order button.
To search for another part to add to the current order, go back to step 2 above. Continue with these procedures until you have finished searching for any of the parts for the order. During the next order entry task, which is when you view the Current Order screen, you have the opportunity to make changes to line items for the current order. You can also return to the Part screen to add additional parts.
On the Customer Service tab, click the Current Order button. The Current Order screen appears.
If you already used the Part screen on the Customer Service tab to search for parts and to add them to the current order, these parts are included in the part listing at the bottom of the Current Order screen.
In the Part Number field, type the part number.
In the Order Qt field, type the quantity of the part that the customer would like to order.
In the UOM drop-down list, select the appropriate unit of measure. The multiple is shown with the unit of measure. For example, for a unit of measure of dozen, DZ - 12 is shown in this field.
Click the Accept Line button to accept the line item. The line item appears in the Current Order listing at the bottom of the Current Order screen.
Sometimes when you type a part number on the Part screen or the Current Order screen, the system displays the Part Search Error pop-up window to inform you that no records were found to match your search criteria. (Click Part Search Error pop-up window to see a sample.) This means that one of the following occurred:
You typed the part number incorrectly. Check your typing to make sure this is not the case.
The part record does not exist in the warehouse part file, but it does exist in the global part file. If this is the case, you may want to add the part to the active warehouse (warehouse 001). For more information (including a detailed explanation of global and warehouse part files), refer to Add a part to the active warehouse.
The part record does not exist in the warehouse part file or the global part file. In other words, your company does not sell the requested part. If this is the case, you may want to identify this part as a lost sales opportunity. For more information, refer to Identify lost sales.
For more information on the Part Search Error pop-up window, refer to Resolve part search errors.
If the quantity of a part is not sufficient to fulfill an order, you may want to do one of the following:
Source all or part of the line item from one or more warehouses by creating one-step transfer orders. For more information, refer to Source a line item.
Source all or part of the line item from one or more outside vendors (not wholesalers) by creating an immediate, active purchase order. For more information, refer to Source a line item.
Specify that the part is a missed sales opportunity if the customer does not want to wait for it to be sourced and if he or she does not order an alternative part. For more information, refer to Identify lost sales.