Inventory parts, inventory and ordering

Receiving Parts + Ref/Inv# Question

Receiving Parts + Ref/Inv# Question

Postby BedfordAutoClinic » Fri Aug 11, 2017 5:24 am

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

mitchell screen shot for parts.jpg
 
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Re: Receiving parts and Ref/Inv# question

Postby ricmorin » Fri Aug 11, 2017 1:35 pm

That's a long standing request that was again brought up recently. It's on the enhancement request list.
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Re: Receiving parts and Ref/Inv# question

Postby timbre4 » Sun Aug 13, 2017 7:02 am

The development story has been written, I'm lobbying to get this done.
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Re: Receiving parts and Ref/Inv# question

Postby BedfordAutoClinic » Mon Aug 14, 2017 5:07 am

Thanks for the replies appreciate it, we will be looking forward to this upgrade hopefully in the near future.

Thanks again
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Re: Receiving parts and Ref/Inv# question

Postby timbre4 » Wed Oct 18, 2017 9:06 am

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 #!
po.jpg
 
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4.jpg
 
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Re: Receiving parts and Ref/Inv# question

Postby Jeff @ Able Auto » Wed Oct 18, 2017 9:19 am

SWEET :!: :!:
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Re: Receiving parts and Ref/Inv# question

Postby Rich » Wed Oct 18, 2017 10:21 am

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.
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Re: Receiving parts and Ref/Inv# question

Postby timbre4 » Wed Oct 18, 2017 10:26 am

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.


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.
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Re: Receiving parts and Ref/Inv# question

Postby Rich » Wed Oct 18, 2017 11:15 am

You're my hero, moved to the top of the "Maple Syrup" list. :wink:
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Re: Receiving parts and Ref/Inv# question

Postby timbre4 » Wed Oct 18, 2017 11:57 am

Rich wrote:You're my hero, moved to the top of the "Maple Syrup" list. :wink:


I like the sound of that. :D
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Re: Receiving parts and Ref/Inv# question

Postby nickscarcare » Thu Oct 19, 2017 4:47 am

We have been waiting for this also.
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Re: Receiving parts and Ref/Inv# question

Postby jhenry » Fri Nov 10, 2017 8:35 am

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???
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Re: Receiving parts and Ref/Inv# question

Postby Silky7 » Fri Nov 10, 2017 8:37 am

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. :)
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Re: Receiving parts and Ref/Inv# question

Postby jhenry » Fri Nov 10, 2017 8:50 am

AHHHH....good to know.
Thank you!!!
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