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.
Print	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.

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.

Overview

Workfile - Parts Tab