When hunting for information on an existing Estimate or Work Order in the Inquiries, the Print options, the Delete utilities, or even in Change mode in the document entry options, a search window is provided in the document# field.
Multiple search filters can be used to narrow the list of documents that are returned from the search, including a filter to only return customer owned items.
When a filter data field is left blank or ALL, then no
restriction is applied on that search category.
Though the Work Order uses the same document number as the
Estimate, the search windows reflect only documents of the
specified type.
Note: The search selection fields are case sensitive.
The prompts are:
Note: The division selection respects the Divisional Restricted Views assigned to this operator.
Leave this field blank to include all Work Orders or Estimates for the product number, or to narrow the search enter a specific serial number for serialized sales parts, or a serial number from the Fixed Asset Tag of the rental product, or selected it from the drop down list.
Note: Only serial numbers that are on an existing Work Orders or Estimate in the search environment (i.e. Current or History) are listed in the drop-down list.
If the search is for a W.O. or Estimate in History, the operator is prompted for a date range to further narrow the search by product.
Check this box to only search for documents that service
customer owned items.
This option does not use the 'Product Description', 'Product
Number', 'Serial Number', 'Product Group' or 'Product Class'
filters, as this information is only associated with items
belonging to your store.
Click History to view and select from a list of out
closed Work Orders or Estimates.
Closed documents can only be viewed in history.
The Completed option is provided when "Texada Web" is activated in Logistics, to find the Work Orders that have been completed in Texada Web so they can be closed in SRM.
Current vs History:
Only outstanding Work Orders are stored in Work Orders.
Once the Work Order has been invoiced, the W.O. is deleted from
current status and moved to Work Order
History.
This saves old work orders for reference, while keeping the current
Work Order file small and up to date.
Only unbilled estimates are stored in Work
Order Estimates.
When an Estimate is converted to a Work Order, the operator is
prompted whether to delete the Estimate after the Work Order is
created. Deleting the estimates keeps the estimate file current and
small.
An estimate that is to be used for billing purposes and is not
deleted, is moved to history when it is invoiced.
Accept the default value, or enter a preferred maximum row count.
Note: In the search results, if there are more records that
match the search criteria, a note is displayed to indicate how many
of the top rows were retrieved.
If there was no maximum limit or the number of records does not
exceed the maximum, no note is displayed.
Search Results:
The resulting list of documents, Estimates or Work Orders, displays
the document number, billing name, date, shipping name, and
division.
Documents that are displayed are limited to the Divisional Restricted Views assigned to the
operator.
When "Texada Web" is activated in Logistics a status column is provided to indicate
which Work Orders are being serviced and updated through Texada
Web.
Statuses include 'Assigned', 'Started' and 'Complete'.
The document list can be resorted by any column in ascending or
descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition
them as required.
Click on the DETAILS button to drill down to view the document header information, the product details, the document totals with services, and other related documents such as source contract or resulting invoices. This varies according to the type of document listed, as outlined in View Document Information.
To select a idocumentfrom the list, double-click on the appropriate record, or highlight the record and click the SELECT button.
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