Is it possible to search the notes on work orders when they are completed?
When we have a warranty - we always put Oreilly Warranty - AutoValue Warranty - etc in the notes field. I am finding myself having to go back over the last year to find all the Oreilly warranty claims we sent in.....
On that same note - how do you keep track of warranties sent to parts houses??
Possible To Search Notes? Warranty Question
- rhillig
- 500 Club: Champion Contributor
- Posts: 599
- Joined: Sat May 14, 2005 11:20 am
- Location: Long Prairie, MN
- Contact:
Possible To Search Notes? Warranty Question
A year from now you will wish you had started TODAY ~ Karen Lamb
Re: Is it possible to search notes? Warranty question.
Currently, you cannot search Note items. We are looking into expanding the History search into more fields than it does now.
M1 Product Manager
- rhillig
- 500 Club: Champion Contributor
- Posts: 599
- Joined: Sat May 14, 2005 11:20 am
- Location: Long Prairie, MN
- Contact:
Re: Is it possible to search notes? Warranty question.
Silky7 wrote:Currently, you cannot search Note items. We are looking into expanding the History search into more fields than it does now.
Thanks - that would be great to be able to search the notes field!
I did find possibly one way to find them - we discount the parts/labor - so I am doing a discount summary report. I have to look at each one, but easier than going & digging thru the paper counterparts.
I was thinking I could set up a discount for each parts house - but it looks like you would have to have a set price for each discount. I will keep thinking of different ways to track them. (We found out our parts house had not submitted warranty labor claims for almost the whole last year )
A year from now you will wish you had started TODAY ~ Karen Lamb
- timbre4
- System Guru / Moderator
- Posts: 4459
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Is it possible to search notes? Warranty question.
If a part number or description provides a clue, I'd recommend the Part Number Search report under the Management tab.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- Rich
- 4K Ultra Amazing Contributor
- Posts: 4043
- Joined: Tue Sep 06, 2005 10:16 am
- Location: Somewhere in Michigan
- Contact:
Re: Is it possible to search notes? Warranty question.
How about making a fake part number? LCOAP - labor claim O'Reilly Auto Parts. Make the price zero.
you could run a Part Number Search for that "part number" and find it that way. This report can be searched by a date range also.
you could run a Part Number Search for that "part number" and find it that way. This report can be searched by a date range also.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- rhillig
- 500 Club: Champion Contributor
- Posts: 599
- Joined: Sat May 14, 2005 11:20 am
- Location: Long Prairie, MN
- Contact:
Re: Is it possible to search notes? Warranty question.
Good idea!Rich wrote:How about making a fake part number? LCOAP - labor claim O'Reilly Auto Parts. Make the price zero.
you could run a Part Number Search for that "part number" and find it that way. This report can be searched by a date range also.
A year from now you will wish you had started TODAY ~ Karen Lamb
- Rich
- 4K Ultra Amazing Contributor
- Posts: 4043
- Joined: Tue Sep 06, 2005 10:16 am
- Location: Somewhere in Michigan
- Contact:
Re: Is it possible to search notes? Warranty question.
Can't find a post I made in the forum yesterday...but I can usually find a work around for other stuff.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Re: Is it possible to search notes? Warranty question.
One way of handling this problem would be to put the parts supplier in the part description. For example:
Water Pump - O'Reilly Warranty
Water Pump - O'Reilly Warranty
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
Greg's Too Car Care
Fort Smith, AR