Parts Tab - By Vendor Screen
Use this screen to create parts documents and manage the parts process in a workfile. This view is ordered by vendor. Columns in the By Vendor pane can be sorted and moved within the pane.
Description of fields on the screen
| Field Label | Description |
|---|---|
| Summary (Views pane) | Select this option to view the summary pane for part documents in the repair order workfile. |
| By Document Type (Views pane) | Select this option to view a list of part documents ordered by document type that have been created. The Summary, By Vendor, and By RO Lines views are not visible when viewing this screen. |
| By Vendor (Views pane) | Select this option to view a list of part documents ordered by vendor that have been created. |
| By RO Lines (Views pane) | Select this option to view a list of part documents ordered by repair order part lines. |
| New Purchase Order | Use this button to create a purchase order. The New Purchase Order screen opens. |
| New Invoice | The New Invoice screen opens. Use this button to create an invoice. |
| New Parts Return | The New Parts Return screen opens. Use this button to create a parts return. |
| New Partial Credit | The New Partial Credit screen opens. Use this button to create a partial credit. |
| Report printing options include printing the Summary, By Document Type and By Vendor, and By RO Lines reports. | |
| Print Preview | Report print preview options include viewing the Summary, By Document Type and By Vendor, and By RO Lines reports. |
| Critical | Items with a red icon in this column indicates a credit memo is pending. This column can be sorted and moved within the pane. |
| Document | The type of document is displayed in this column. This column can be sorted and moved within the pane. |
| Number | This value is the document number. |
| Created |
This indicates the date the document was created. |
| Status | The document status is displayed in this column. |
| Vendor Name | This is the vendor selected in the document. |
| (contact card icon) | Mouse over this icon to display a tooltip containing the vendor phone number and address information. |
| Required | The date in this field comes if the purchase order Required By date was entered. |
| Expected | The date in this field comes if the purchase order Expect Delivery Date was entered. |
| Total Parts | This is the quantity total for the document. |
| Total $ | This value is the document total dollar amount. |
| View (mini-tool bar) | Select this option to open the selected document. |
| View (mini-tool bar) | Select this option to open the selected document. |
| Acknowledge (mini-tool bar) | Select this option to acknowledge a pending credit memo. |
| Void (mini-tool bar) | Select this option to mark the selected document Void. |
| Print (mini-tool bar) | This option prints the selected document. |
