Untitled - Parts Return Screen

Use this screen to create a parts return credit memo.

Description of fields on the screen

Field Label	Description
(document header)	The blue document header displays the repair order summary information on the Purchase Order screen: RO Number, Owner, Vehicle (year, make, model), License (plate number), Estimator, Insurance Company, VIN, and Exterior Color.
New Parts Return for RO	This field includes the repair order number.
Vendor Name	This droplist allows you to select a vendor or a preferred vendor. This option also opens the create a new vendor screen. This field is required.
(vendor contact card icon)	Selecting or hovering you mouse over this icon opens the vendor contact information pop up window.
Restock %	This value is taken from the vendor's profile if available. This field cannot be edited.
Restock $	This value is taken from the vendor's profile. This field cannot be edited.
Return Date	Enter the date or click the calendar icon and select it from the popup window.
Request #	This value is automatically generated. The request number combines the repair order number, the initials CM, and the actual document number of the partial credit (e.g., 12444-CM-001).
Additional Comments To Vendor	Enter any information to the vendor in this field.
Attach - From Folder	This allows you to browse to the folder location where attachments can be selected.
Attach - From Camera/Scanner	This allows you to browse to the folder location of a camera or scanner where attachments can be selected.
Delete	Selected attachments in the pane are removed using this option.
(attachment pane)	Attachments that appear in this pane also appear in the workfile Attachments tab.
Subtotal $	This is the total of all extended cost amounts. This field cannot be edited.
Freight $	Enter any shipping costs in this field.
Restock Charge $	The total amount of any restocking charges This information is taken from the vendor record. This field cannot be edited.
Grand Total $	The sum of subtotal, freight, and restocking amounts. This field cannot be edited.

Field Label

Description

(document header)

The blue document header displays the repair order summary information on the Purchase Order screen: RO Number, Owner, Vehicle (year, make, model), License (plate number), Estimator, Insurance Company, VIN, and Exterior Color.

New Parts Return for RO

This field includes the repair order number.

Vendor Name

This droplist allows you to select a vendor or a preferred vendor. This option also opens the create a new vendor screen. This field is required.

(vendor contact card icon)

Selecting or hovering you mouse over this icon opens the vendor contact information pop up window.

Restock %

This value is taken from the vendor's profile if available. This field cannot be edited.

Restock $

This value is taken from the vendor's profile. This field cannot be edited.

Return Date

Enter the date or click the calendar icon and select it from the popup window.

Request #

This value is automatically generated. The request number combines the repair order number, the initials CM, and the actual document number of the partial credit (e.g., 12444-CM-001).

Additional Comments To Vendor

Enter any information to the vendor in this field.

Attach - From Folder

This allows you to browse to the folder location where attachments can be selected.

Attach - From Camera/Scanner

This allows you to browse to the folder location of a camera or scanner where attachments can be selected.

Delete

Selected attachments in the pane are removed using this option.

(attachment pane)

Attachments that appear in this pane also appear in the workfile Attachments tab.

Subtotal $

This is the total of all extended cost amounts. This field cannot be edited.

Freight $

Enter any shipping costs in this field.

Restock Charge $

The total amount of any restocking charges This information is taken from the vendor record. This field cannot be edited.

Grand Total $

The sum of subtotal, freight, and restocking amounts. This field cannot be edited.

Description of fields in the part lines grid

Field Label	Description
Select All	This option selects all parts for return. This option is not available after the new credit memo has been saved.
Deselect All	This option deselects all parts for return. This action resets the purchase order to the original values. This option is not available after the new credit memo has been saved.
Return	Select this option to enable the part line options. Deselecting this option displays the part line original values.
Part Number	The part number from the estimate line is displayed here. This field cannot be edited.
Description	The description of the part from the estimate line is displayed in this field. This field cannot be edited.
Part Type	The value in this field indicates the type of part or miscellaneous type of the part line. This field cannot be edited.
Invoice Number	This is the original invoice number of the part line. This field cannot be edited.
Received	The quantity of the part line received from the invoice. This field cannot be edited.
Returned	Enter the quantity to be returned.
Return Reason	Select the return reason from this droplist. This is a required field.
Unit Cost $	This is the part line cost amount of the part. This field cannot be edited.
Extended Cost $	This value is calculated using the unit cost amount multiplied by the returned quantity for the part line. This field cannot be edited.

Field Label

Description

Select All

This option selects all parts for return. This option is not available after the new credit memo has been saved.

Deselect All

This option deselects all parts for return. This action resets the purchase order to the original values. This option is not available after the new credit memo has been saved.

Return

Select this option to enable the part line options. Deselecting this option displays the part line original values.

Part Number

The part number from the estimate line is displayed here. This field cannot be edited.

Description

The description of the part from the estimate line is displayed in this field. This field cannot be edited.

Part Type

The value in this field indicates the type of part or miscellaneous type of the part line. This field cannot be edited.

Invoice Number

This is the original invoice number of the part line. This field cannot be edited.

Received

The quantity of the part line received from the invoice. This field cannot be edited.

Returned

Enter the quantity to be returned.

Return Reason

Select the return reason from this droplist. This is a required field.

Unit Cost $

This is the part line cost amount of the part. This field cannot be edited.

Extended Cost $

This value is calculated using the unit cost amount multiplied by the returned quantity for the part line. This field cannot be edited.

Toolbar and menu options on the screen

Field Label	Description
File	The menu bar File options include Save and New, Save and Close, Print Preview, Print, and Close. The Acknowledge and Close option is displayed when the document status is pending or acknowledged.
Actions	There are no options associated with this button.
Help	This option launches the CCC ONE Online Help screen.
Save and New	Selecting this option saves the document, closes the current screen, and opens a new credit memo partial return screen. This option is removed after the credit memo has been saved.
Save and Close	This option saves the document and closes the screen. This option is removed after the credit memo has been saved.
Print	Select this toolbar option to print a Parts Return, Parts Reconciliation, or Part Labels.
Print Preview	Select this toolbar option to view a Parts Return, Parts Reconciliation, or Part Labels in report format.
Close	The screen closes without saving when you select this option.

Field Label

Description

File

The menu bar File options include Save and New, Save and Close, Print Preview, Print, and Close. The Acknowledge and Close option is displayed when the document status is pending or acknowledged.

Actions

There are no options associated with this button.

Help

This option launches the CCC ONE Online Help screen.

Save and New

Selecting this option saves the document, closes the current screen, and opens a new credit memo partial return screen. This option is removed after the credit memo has been saved.

Save and Close

This option saves the document and closes the screen. This option is removed after the credit memo has been saved.

Select this toolbar option to print a Parts Return, Parts Reconciliation, or Part Labels.

Print Preview

Select this toolbar option to view a Parts Return, Parts Reconciliation, or Part Labels in report format.

The screen closes without saving when you select this option.