Tips & ideas for using the mgmt software

Search for RO containing Part No.?

Search for RO containing Part No.?

Postby theguyatthedesk » Wed Apr 19, 2017 2:51 pm

So, I missed entry of a couple vendor invoices. I've got way better things to do with my time than use a buyers guide, and search through every single invoice matching a specific vehicle. Is there a way to search through ROs containing a certain Part No.? Something like entering a part no., and it pulls invoices/ROs that contain that part? It seems like once or twice a month I have to spend a few hours searching old ROs trying to find what vehicle we installed something on. Any ideas?
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Re: Search for RO containing Part No.?

Postby ricmorin » Thu Apr 20, 2017 3:10 am

Welcome to the Forum.

Yes you can. There is a report called Part Number Search under the Management tab. This report can search for a whole or partial number and/or description. You can also date range the report. The result will not only show every instance of the part in the date range, but also includes the invoice number associated with each instance. I think it may be exactly what you need.
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Re: Search for RO containing Part No.?

Postby theguyatthedesk » Fri Apr 21, 2017 8:25 am

Tech support told me there is no such function :( Seems to me this would be a largely used function, and wouldn't be hidden behind so many walls. I guess while I have you here, is there a way to see if an RO has been posted as an invoice? I know how to remove old ROs, but I don't want to remove something that should be an invoice that needs to be posted.
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Re: Search for RO containing Part No.?

Postby timbre4 » Fri Apr 21, 2017 8:30 am

The Part # Search report allows users to use full or partial part #s and/or descriptions and returns all pertinent data regarding invoice, customer and vehicle. Did you look at it?
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Re: Search for RO containing Part No.?

Postby theguyatthedesk » Fri Apr 21, 2017 8:35 am

timbre4 wrote:The Part # Search report allows users to use full or partial part #s and/or descriptions and returns all pertinent data regarding invoice, customer and vehicle. Did you look at it?


Yep. Just got it squared away. My last post has another Q in it, if you might be able to help there?
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Re: Search for RO containing Part No.?

Postby timbre4 » Fri Apr 21, 2017 8:37 am

The R.O. is converted to an Invoice and the # remains the same; it cannot exist as both simultaneously.
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Re: Search for RO containing Part No.?

Postby theguyatthedesk » Fri Apr 21, 2017 8:52 am

timbre4 wrote:The R.O. is converted to an Invoice and the # remains the same; it cannot exist as both simultaneously.


I know. Sometimes we don't get parts invoices entered before closing the RO out, and we have to un-post it. Sometimes we get a wee bit lazy, and don't repost the RO when we are done entering parts invoices. I'm going through doing a bit of spring cleaning, and I'm afraid I'll remove something that needs to be posted.
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