>> 5.9 Shop Management Updates Here

[roadking]

Hi,

Why is it that you cannot add work completed to an invoice without marking the order complete pretending to print the invoice and then exit the screen and then go to wip and then make the date completed. This process is way too long.

[timbre4]

In the anticipated flow, several things happen at once.

When an RO is converted to Invoice, the parts are confirmed and subtracted from inventory, the work is now considered complete. Thus, Work Completed becomes visible. When posted and marked as printed, the Completion Time/Date field is populated automatically at this time.

[roadking]

these are the steps i have to do in order to get the work completed to show in the invoice. alot of this seems unecessary.

1)convert to invoice
2)click print
3)then close without printing
4)then mark this order as printed "yes"
5)then exit
6)then right click on line and add completion time/date

why so many steps just to have the work completed show up on the invoice?

[fortknoxx]

wow, that sounds more difficult than it was meant to be, try this......
_______________________________________________________________
setup
shop data
screen view
mark all RO's approved/printed checked off
done
_______________________________________________________________

now open a new ro and see if you get the desired results.

btw, welcome to the forum!

[fortknoxx]

Hey Roadking, Did that help you?

I also want to add.... Make sure you post the order when the vehicle leaves, paid or not. Once it is posted you can run Balance Due Statements dbl vue 9 and have statements to send out. When payment comes in, hit F5 (batch payment) post the payment.

This way, an invoice that was done in june is not left open in work in progress until august.

It is so much easier on the eyes to only see the vehicles currently in the shop or scheduled to be there on the wip screen.

[roadking]

Hi Fortknoxx

thx for the reply, i already had the ro checked off in the shop data under screen view. It doesn't allow for the work completed date on the invoice unless you do the steps i mentioned. i would say 60% of our customers are on account so what we do is print the invoice and send it to our A/R dept and then the bill is sent through the mail. the customers that are not on account sometimes come back 2 days later to pick up their truck however the work was completed the same day. I dont print the invoice for non-account customers unless they pay.

any other suggestions?

[fortknoxx]

Why yes I do....... I don't know why I didn't think of this sooner.
hilite the ro in wip.
right click
box pops up. first box is status.
hit the drop down menu arrow and select completed.
hit ok.

wip status

sk status.jpg (58.69 KiB) Viewed 487 times

this is what my wip screen looks like. I have moved columns to where I want them. this way just glancing at wip. I know what is done. what needs parts, and so on.

you can also type in what ever you want. there is a limit to the letters.

hope this helps.