DealersEdge Professional Forums

We finally joined the 20th century & went to SORs in CDK (I had tried for years to get on board with SORs & couldn't get the guidance I needed!) Unfortunately just as we're fighting our way thru the learning pains of the new SOR process we, as so many of you all, were obliterated with Takata airbag orders. Cutting to the chase, I have a long list of SORs that need to be closed. (The reasons they exist vary. I'd rather not talk about it. ) As far as I can see the only way to close old SORs from parts invoices is to void them out 1 at a time. That means lots of wasted paper & click charges. Is there an easier, lest costly way to close old SORs that were generated as parts invoices?
Thanks very much.

Don’ t fully understand why they were ordered on Invoices as opposed to Repair Orders. But if that’s how it was done, then yes, voiding is the only way you can remove them.

If the shop doesn’t have an Open RO, a manual SOR would suffice.
If the customer AND VIN are in your system, input their Customer to populate their contact info and enter the last 8 where the VIN is within the manual request. When the customer returns and an RO is opened, you simply go to the PRO function and roll the request onto the RO. Request will automatically close.

This won’t work for the customers that have not been added to your system with the VIN included.

Manual requests for wholesale accounts can also be rolled to invoices once the ordered parts have been receipted.

Our system requires the last 10 of the VIN on a manual SOR - maybe cause we're Toyota and sometimes there are 5 Tundras / Tacomas with the same last 8.

Manual SORs are definitely a good thing once you get used to it

When you are voiding those old invoices just choose 1 so you don't waste 3 sheets each time you void one. It'll only be one sheet