Untitled Purchase Order Screen

Use this screen to create a purchase order. Select the vendor, and then select the line items to include in the document.

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, Exterior Color.
Purchase Order Number	This text displays in the purchase order screen before it has been saved. The number is generated after the purchase order has been saved. The purchase order numbers are sequential using the RO number (e.g., (RO number) - 123456-001, (RO number) - 123456-002, etc.).
Vendor	Select the droplist to select an existing preferred vendor. Alternately, click the Click here link to search for other vendors.Click the New Vendor link to add a new vendor record. This field is required.
(vendor contact card icon)	Selecting or hovering you mouse over this icon opens a pop up window with the vendor contact information.
Required By	This is the date the order is required by the shop. The value must be in the future.The date may be any date in the past, present, or future. The field is automatically populated with the same date as the Expected Delivery date when the vendor is selected.
Expected Delivery	This is the date the order is expected to be delivered by the vendor. It is calculated based on the vendor profile, or can be manually entered. The date may be any date in the past, present, or future. The field is automatically populated based on settings in the vendor profile.
Paint Code	This value is the exterior paint color code which is taken from the vehicle description tab.
Trim Code	This value is the interior color code which is taken from the vehicle description tab.
Items Ordered	This is the total number of items with Order status. This field cannot be edited.
Expected Cost $	This is the total dollar amount of selected items with order status. This field cannot be edited.
Add Footer	This button allows you to select prestored purchase order footers that have been set up in vendor record. The field below allows you to modify an existing prestored footer, or to enter comments to the vendor.

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, Exterior Color.

Purchase Order Number

This text displays in the purchase order screen before it has been saved. The number is generated after the purchase order has been saved. The purchase order numbers are sequential using the RO number (e.g., (RO number) - 123456-001, (RO number) - 123456-002, etc.).

Vendor

Select the droplist to select an existing preferred vendor. Alternately, click the Click here link to search for other vendors.Click the New Vendor link to add a new vendor record. This field is required.

(vendor contact card icon)

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

Required By

This is the date the order is required by the shop. The value must be in the future.The date may be any date in the past, present, or future. The field is automatically populated with the same date as the Expected Delivery date when the vendor is selected.

Expected Delivery

This is the date the order is expected to be delivered by the vendor. It is calculated based on the vendor profile, or can be manually entered.

The date may be any date in the past, present, or future. The field is automatically populated based on settings in the vendor profile.

Paint Code

This value is the exterior paint color code which is taken from the vehicle description tab.

Trim Code

This value is the interior color code which is taken from the vehicle description tab.

Items Ordered

This is the total number of items with Order status. This field cannot be edited.

Expected Cost $

This is the total dollar amount of selected items with order status. This field cannot be edited.

Add Footer

This button allows you to select prestored purchase order footers that have been set up in vendor record. The field below allows you to modify an existing prestored footer, or to enter comments to the vendor.

Description of fields in the part lines pane

Field Label	Description
Legend	This tooltip displays a list that describes the text color options. Lines in black text indicate a line that needs to be ordered. Lines in blue text indicate a line that has previously been ordered. Lines in red text indicate a line that is not on the estimate.
Select	Options allow you to order part lines for all part types or part type groups not previously received.
Deselect All	This option allows you to deselect all part lines not previously received. This action resets the purchase order to the original values.
Add Line	Manual part lines can be added using this option.
Order	The line in this column indicated the order status of the line item. A checked box indicated the line is ordered.
Line	This column indicates the estimate line number. This field cannot be edited.
Part Number	This displays the part number for the line number. This field cannot be edited.
Description	This displays the part description. This field cannot be edited.
Part Type	The value in this field indicates the type of part or miscellaneous type of the line item part. This field can be edited by selecting a value in the droplist.
List Price $	This value is the list price on the repair order for the line item. This field cannot be edited.
Unit Cost $	The value is the cost per unit for the line item list price with discount applied. This field cannot be edited.
RO Qty	The line item number of parts. This field cannot be edited.
Ordered Qty	The quantity of parts previously ordered for the line item. This field cannot be edited.
PO Qty	The quantity of parts to be ordered for the line item on the current purchase order. This field can be edited.
Extended Cost $	The value Total expected cost of the parts to be ordered for the line item on the current purchase order. This field cannot be edited.
Critical	Select this option to flag the part line as critical.

Field Label

Description

Legend

This tooltip displays a list that describes the text color options. Lines in black text indicate a line that needs to be ordered. Lines in blue text indicate a line that has previously been ordered. Lines in red text indicate a line that is not on the estimate.

Select

Options allow you to order part lines for all part types or part type groups not previously received.

Deselect All

This option allows you to deselect all part lines not previously received. This action resets the purchase order to the original values.

Add Line

Manual part lines can be added using this option.

Order

The line in this column indicated the order status of the line item. A checked box indicated the line is ordered.

Line

This column indicates the estimate line number. This field cannot be edited.

Part Number

This displays the part number for the line number. This field cannot be edited.

Description

This displays the part description. This field cannot be edited.

Part Type

The value in this field indicates the type of part or miscellaneous type of the line item part. This field can be edited by selecting a value in the droplist.

List Price $

This value is the list price on the repair order for the line item. This field cannot be edited.

Unit Cost $

The value is the cost per unit for the line item list price with discount applied. This field cannot be edited.

RO Qty

The line item number of parts. This field cannot be edited.

Ordered Qty

The quantity of parts previously ordered for the line item. This field cannot be edited.

PO Qty

The quantity of parts to be ordered for the line item on the current purchase order. This field can be edited.

Extended Cost $

The value Total expected cost of the parts to be ordered for the line item on the current purchase order. This field cannot be edited.

Critical

Select this option to flag the part line as critical.

Toolbar and menu options on the screen

Label	Description
File	Options in the menu bar File button include Send, Print Preview, Print, and Close.
Action	There are no options associated with this button.
Help	This button launches the CCC ONE Online Help screen.
Save and Close	A toolbar option that saves the purchase order document and closes the screen.
Save and New	This option saves the purchase order document, closes the purchase order screen, and opens a new untitled purchase order screen for the same repair order.
Print	Selecting this button displays a droplist with options that allow you to print the purchase order, parts reconciliation, or part labels.
Print Preview	Selecting this button displays a droplist with options that allow you to view print forms for the purchase order, parts reconciliation, or part labels.

Label

Description

File

Options in the menu bar File button include Send, Print Preview, Print, and Close.

Action

There are no options associated with this button.

Help

This button launches the CCC ONE Online Help screen.

Save and Close

A toolbar option that saves the purchase order document and closes the screen.

Save and New

This option saves the purchase order document, closes the purchase order screen, and opens a new untitled purchase order screen for the same repair order.

Selecting this button displays a droplist with options that allow you to print the purchase order, parts reconciliation, or part labels.

Print Preview

Selecting this button displays a droplist with options that allow you to view print forms for the purchase order, parts reconciliation, or part labels.