Several issues

[nrutland]

#1 - posting parts: when entering parts purchased for an RO allow the vendor, tech, invoice number remain the same on one after the other parts being posted. At the bottom right there is "save" and "done". Modify to allow data being entered to one RO by selecting "save". Termination of that listing of parts on several entries will take place when "done" is selected.

#2 - vehicle inspection: we are asked to prioritize the list. customer selects 2 of the initial list of 6 issues. need to be able to move the remaining 4 to a revision leaving the 2 that have been completed. this flow works for the customer as we give him an invoice for the completed 2 & a copy of the revision showing the remaining 4. understating that the next visit he may still only fix 1 more, now the revision has that 1 moved to a second invoice & there are 3 on the revision.

#3 - need to be able to highlight selection in repair to avoid printing the entire article

#4 - need to be able to fax & email from manager screen to customer

[timbre4]

Please DO NOT post several unrelated topics in one post as it makes it difficult to update and for others to follow. It works best to make a separate post for each question so that it is filed, later browsed and searched in the right area.

1. It's better to suggest what you want than to try to "program" it yourself. Keep in mind that 25000 users have been used to the current workflow and we have to think very carefully about how that gets changed. Having said that:
a. Order Options Tech Assignment works for an entire order, b. an order can have multiple vendors so there is no business rule to support this, c. we have an Enhancement Request for placing vendor invoice in all order parts on PO receipt

I would suggest first reviewing the existing Enhancement Requests here: http://managerforum.net/viewtopic.php?f=21&t=1876

2. Vehicle Inspection is a date and a postcard option; you are either using a canned job, promotion package or individual line items to provide details. The Recommendations recorded the under Vehicle screen can be printed on your ROs and Invoices "telling the story" of each issue. (market with Followup - Recommendations letters or SocialCRM too) Revisions do not tell the story but do provide pricing details for the work required. Need more details on what you're using for the "six issues identified.'

3. ProDemand issue: printing improvements are being implemented right now in regards to wiring diagrams and articles are next: http://managerforum.net/viewtopic.php?f ... 1&start=20

4. There is no Manager screen (other than the home splash screen); you are referring to either WIP, Customer, Vehicle, Order, Revision or History screens. Print / Fax / Email buttons do appear on Order / Revision / History screens. Email address is read from Customer screen and the email is sent by an email client such as Outlook, Live Mail, Thunderbird or similar. Refer to Configurations - Reports/Printers to select the 3rd party fax program you want to use.

[nrutland]

thank you for your help. will post separately next time.

[timbre4]

Awesome - makes it easier for forum experts to respond to each topic easier.