Receiving Parts + Ref/Inv# Question
- BedfordAutoClinic
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Receiving Parts + Ref/Inv# Question
I apologize if this has been addressed in the past I have searched and have not found anything!
When we order a part and put an RO number in reference field the system does a great job of putting that on vendor tickets and when you go to receive the part its on there and when you go to part line its there!
My question is this if it will do that, then when I change that field when checking in parts and I put the vendors invoice number there it will not go ahead and populate the same line on the parts line?
I will attempt to put up images and hopefully my confusing way of explaining things will make sense
When we order a part and put an RO number in reference field the system does a great job of putting that on vendor tickets and when you go to receive the part its on there and when you go to part line its there!
My question is this if it will do that, then when I change that field when checking in parts and I put the vendors invoice number there it will not go ahead and populate the same line on the parts line?
I will attempt to put up images and hopefully my confusing way of explaining things will make sense
Bedford Auto Clinic
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Facebook: Bedford Auto Clinic
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http://www.bedfordautoclinic.xyz
- ricmorin
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Re: Receiving parts and Ref/Inv# question
That's a long standing request that was again brought up recently. It's on the enhancement request list.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- timbre4
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Re: Receiving parts and Ref/Inv# question
The development story has been written, I'm lobbying to get this done.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- BedfordAutoClinic
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Re: Receiving parts and Ref/Inv# question
Thanks for the replies appreciate it, we will be looking forward to this upgrade hopefully in the near future.
Thanks again
Thanks again
Bedford Auto Clinic
Facebook: Bedford Auto Clinic
Twitter: @TedsBedfordAuto
Google+: Bedford Auto Clinic
http://www.bedfordautoclinic.xyz
Facebook: Bedford Auto Clinic
Twitter: @TedsBedfordAuto
Google+: Bedford Auto Clinic
http://www.bedfordautoclinic.xyz
- timbre4
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Re: Receiving parts and Ref/Inv# question
I'm pleased to report that this feature request has been implemented for a future release. Last week, we used an early Manager SE 7.3.x testing branch during the Orlando workshop and I saw this work with my own eyes! This release will be previewed at AAPEX/SEMA for some other cool things you'll be hearing more about soon. It is expected to roll out to customers early in the new year.
RECAP: When I receive parts, I want to input the VENDOR invoice # once and have it transmit that down to each P.O. part line item so that it displays there, whether a live order or sitting in History.
NOTE: It will still work the way it always has; you may continue to enter whatever you prefer in the Ref/INV# field in the Parts Ordering window now OR use this new vendor invoice # entry method.
With the Purchase Order open, enter that Vendor Invoice # in the Ref/INV # field. Receive all of the parts and close P.O. Then open any of the received parts from this P.O. and see that vendor invoice #!
RECAP: When I receive parts, I want to input the VENDOR invoice # once and have it transmit that down to each P.O. part line item so that it displays there, whether a live order or sitting in History.
NOTE: It will still work the way it always has; you may continue to enter whatever you prefer in the Ref/INV# field in the Parts Ordering window now OR use this new vendor invoice # entry method.
With the Purchase Order open, enter that Vendor Invoice # in the Ref/INV # field. Receive all of the parts and close P.O. Then open any of the received parts from this P.O. and see that vendor invoice #!
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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Re: Receiving parts and Ref/Inv# question
SWEET
Jeff Fitzgerald - retired
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
- Rich
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Re: Receiving parts and Ref/Inv# question
Is that going to be an option? I kinda like it the way it is. Then when I search a PO I have the name and Ro number in front of me.
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.
- timbre4
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Re: Receiving parts and Ref/Inv# question
YES! I meant to include a note (adding it now) that it can still be used the way it's been used in the past. Just don't type anything different into the Ref/INV # field on the P.O. sheet and it will stay.Rich wrote:Is that going to be an option? I kinda like it the way it is. Then when I search a PO I have the name and Ro number in front of me.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- Rich
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Re: Receiving parts and Ref/Inv# question
You're my hero, moved to the top of the "Maple Syrup" list.
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.
- timbre4
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Re: Receiving parts and Ref/Inv# question
I like the sound of that.Rich wrote:You're my hero, moved to the top of the "Maple Syrup" list.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- nickscarcare
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Re: Receiving parts and Ref/Inv# question
We have been waiting for this also.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.
507-345-6425
http://www.nickscarcare.com
507-345-6425
http://www.nickscarcare.com
Re: Receiving parts and Ref/Inv# question
I like Timbre's screen shots, but when I manually enter the vendor's invoice number on the purchase order, it does not automatically change the invoice number on the part line. In fact, I always get the message that the part number is not found on any active repair orders. What am I missing here???
Re: Receiving parts and Ref/Inv# question
The version the screenshots were pulled from is what we're still developing now. The feature is not yet released. However, it should be in early Q1 2018.
M1 Product Manager
Re: Receiving parts and Ref/Inv# question
AHHHH....good to know.
Thank you!!!
Thank you!!!