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Moving Parts to Sublet/Misc

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Moving a Single Part to Sublet Miscellaneous

This button moves the highlighted item out of the parts screen and into the miscellaneous or sublet screen. Example: Paint materials or parts discounts that end up in the parts screen.  Only “Not Ordered” can be converted to sublet or miscellaneous.

To mark an ordered or received part as unordered, double click the part line. This will “back out” the part one level.  So a received part would become ordered. An ordered part would become unordered.

  1. Highlight the part to be moved and click on the Make SBMS
  2. For a single part, click on Selected Part then choose Sublet or Miscellaneous.

The next screen is saying the current account code is NOT a miscellaneous/sublet account, but it will be CHANGED into a Sublet or Miscellaneous account. With the exception of a parts discount, answer YES.

The next screen is saying the current account code is NOT a miscellaneous/sublet account but it will be CHANGED into a Sublet or Miscellaneous account. With the exception of a parts discount, answer YES.

When moving a parts discount out of the parts screen into miscellaneous, follow the same procedure but click NO when asked if you want to change the account code. We still want the discount coded as parts but we want to move it out of the parts screen so it doesn’t look like there is an unordered part.

Choose the new account code within the sublet or miscellaneous screen.

Moving Multiple Parts to Sublet/Miscellaneous

To move multiple parts out of the parts screen:

  1. Click on one of the parts to be moved then click Make SBMS
  2. Choose Multiple Parts.
  3. When the following screen comes up, choose Sublet or Miscellaneous.
  4. Click Change Account.
  5. Click in the box to the right of Change Account then choose an account type and click
  6. Check the box(s) in front of the parts being moved and click on the green checkmark on the lower right of the screen.
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