How To Credit A Superseded Part From A Workshop Job

To credit or remove a part from a workshop job when the part has been superseded by a newer number. Because the system "locks" historical bookings to the current master record, you must temporarily break the supersession link to match the original booking and avoid stock discrepancies.

[CAUTION] Risk/Reward: This process is necessary to correct job costs, but failing to perform step 3 (Cleanup) will leave your master records in an inconsistent state, potentially leading to future ordering errors.

Pre-Requisites

• Permissions: Access to Parts Records and Point of Sale.

• Location: You must be logged into the same branch where the part was originally issued.

Step 1: Breaking the Supersession Link

You must perform this step first. If the link remains active, the system will fail to recognise the old part number on the job.

1. Navigate to Records: Go to Parts > View/Update Records.

2. Load Part: Enter the Old Part Number (the one originally booked to the job).

3. Access Settings: Select the Global tab > Supersede.

4. Remove Link: Click Remove and Confirm.

Result: The original part record is restored to an independent state, allowing the workshop job to "see" it again.

Step 2: Processing the Credit

Once the link is broken, use the Point of Sale (POS) to process the return.

1. Open POS: Navigate to Parts Point of Sale.

2. Load Job: Press F4 (Job Shift), then search for and open the relevant Workshop Job.

3. Identify the Line:

   • Select the Parts on Job tab.

   • Locate the specific part line.

4. Execute Credit:

   • Double-click the part line.

   • Select Credit Line.

5. Finalise: Press F9 (Workshop) > Confirm.

Result: The part is removed from the job costing and stock levels are adjusted automatically.

[TIP] Alternative "Quick Credit": If the line does not appear, manually enter the Part Number in POS with a negative quantity (e.g., -1) and charge it directly to the Workshop Job.

Step 3: Mandatory Cleanup

Crucial: To maintain accurate records and ensure future sales flow through the correct supersession chain, you must re-establish the link.

• Re-apply Supersession: Return to Parts Records and re-link the old part number to the new one as per your standard parts policy.