Why Is it not an option in an inventory material card to update batch for a Recount or and part Returned to Inventory? This limitation is by design because of the complexity involving the general ledger entries when dealing part Recounts and/ or parts Returned to inventory. However, the system does ...

Prioritization Colors Blue color is for the job selected/ highlighted Yellow is scheduled appointment Green is completed or on hold White means the job is in progress and will be completed by promised time Orange means in progress and will not be completed by promised time Red means not going to be...

Currently there is not a report to track Cores on the Work Orders simply because the WO and Core can change. For example; the Core Value is not necessarily the same core value from inventory as it may change from batch to batch. Also. there are Core Units where there are those that will emit a core ...

Is there a report to show the Inventory Transfers that have not been received yet so I do not order parts that are not needed? Go to the Enterprise location | Reports from the home ribbon | All Reports | Inventory | Inventory Transfer | Set date range | Execute from the ribbon | Go to Filter from th...

You cannot change a method of payment to a Receivable Account on a posted invoice from the Banking Module, but you can perform a negative payment on the Account Receivable for this customer. Got to Accounting Module | Locate Contact's AR Account | Make a Payment | Enter a negative number (i.e.-$100....

How can we setup the Internal Warranties to show as a Debit to the General Ledger where it will show as a Warranty Expense? Method One : Post Work Order to Account Receivable and Negative Adjustment off to an Vehicle Expense account Method Two : Step 1 - Work Order -Sell all Parts / Labor at Zero Do...

When you open a posted invoice and highlight a Service Package on that Invoice an icon will populate on the ribbon " Create template". When you select this the system is creating a template for that modified Service Package. For example, Let's say that you did a big job that was not your standard se...

Is there a way to keep employees from viewing other employees time clock entries? For example, Joe Tech at The Shop # 1 can only view the time clock for Joe Tech and cannot see Sammy Socket's. First thought is where are the employees going to see the other employees time clock information, however t...

If you are going to use the new catalog lookup setting with the 1-3 tab delimited view by going to: Workstation Setup | Setup | General Tab | Catalog Lookup | Number of suppliers to search simultaneously (1-3) and you select option 2 or 3, if you have inventory lookup setup ( not common setup for mo...

Why don't the Total Clock and Total Invoiced match when on a Work Order under the Labor Hour tab at the bottom? Because the Total Clocked is time that is tracked using the time clock and the invoiced hours is the time customer will be billed. They should not always match , otherwise your techs would...

Some of you have asked if there is a way to convert a Work Order back to an Estimate in Enterprise Pro. The following is a work around to assist you with this: Set the Appointment Date for a Date in the Past and change the Status to No Show. This will move it from Work In Progress to No Shows. From ...

Please see the attached document that will provide you with the instructions to create a Pricing Profile to apply to inventory by Supplier.

1) Go to Purchases module form the home ribbon | Create New Bill for the Company providing Health Benefits (Must create Contact then make them a Supplier) 2) Total the amount of the bill each month X 12 and divide by the number of payroll entries. 3) Use that amount to deduct from the employee's pay...

How to Import Reports in Enterprise Pro 1) Save the Report file that you want to import to a location on your hard drive 2) Open up Enterprise Pro, and go to Reports on the home ribbon 3) Click the Open button on the ribbon ( top left). 4) Navigate to the directory where you saved the report in Ste...

I am looking up a Tire in inventory and when I enter the part number as 21560R16 it will not pull up the Tire unless I enter a slash. This is by design, you must enter a definition of Tire in the inventory material card or service package so the system will know it is a tire search and will perform ...

Here are a couple of options to track Technician Come Backs: 1 - In the Service Package header of the comeback job ... edit and add a unique lettering sequence ... like (CB) Brake Pad Replace ... and as long as you run a Service Package sales report looking for (CB) you will see the activity. or.......

Why is there an asterisk after part number in inventory? Note: This will apply to multi-location shops with enterprise location. From the location go to Setup | Inventory Materials and search for a part and if the the part number has an asterisk after the part number ( PN12345*) it means that the En...

This is a feature built into the software where by the customer has a self-built and self-updated catalog of items ... catalog he builds would have pictures and specs about the items. We can then tie his catalog to inventory items so that when he looks up parts in the software the description is und...

Can I set it up so my estimates and/or work orders and/ or invoices show sub totals only? Yes, you can. Please follows instruction below: Go to Setup from the Home Ribbon Type Print in the search field Select Print Documents Click the drop down arrow under Type to select the type of document you wan...

Here are the instructions for Setting up Windows Integrated Login: 1) Click on the M1 button top left corner with program open 2) Click Manager Options 3) Highlight Security in left panel 4) Click Security Options 5) Click Users from left panel 6) Double click to open User you want to setup Windows ...