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Possible To Search Notes? Warranty Question

Possible To Search Notes? Warranty Question

Postby rhillig » Mon Jul 31, 2017 10:47 am

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??
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Re: Is it possible to search notes? Warranty question.

Postby Silky7 » Mon Jul 31, 2017 11:29 am

Currently, you cannot search Note items. We are looking into expanding the History search into more fields than it does now.
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Re: Is it possible to search notes? Warranty question.

Postby rhillig » Mon Jul 31, 2017 11:38 am

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 :( )
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Re: Is it possible to search notes? Warranty question.

Postby timbre4 » Mon Jul 31, 2017 11:40 am

If a part number or description provides a clue, I'd recommend the Part Number Search report under the Management tab.
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Re: Is it possible to search notes? Warranty question.

Postby Rich » Tue Aug 01, 2017 7:58 am

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.
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Re: Is it possible to search notes? Warranty question.

Postby rhillig » Tue Aug 01, 2017 8:18 am

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.


Good idea!
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Re: Is it possible to search notes? Warranty question.

Postby Rich » Tue Aug 01, 2017 9:42 am

Can't find a post I made in the forum yesterday...but I can usually find a work around for other stuff. :lol: :lol: :lol:
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Re: Is it possible to search notes? Warranty question.

Postby DynaBMan » Wed Aug 02, 2017 4:02 am

One way of handling this problem would be to put the parts supplier in the part description. For example:

Water Pump - O'Reilly Warranty
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