DealersEdge Professional Forums

Go to CDK support and search for: Fill prepaid special order requests on closed repair orders. This will help explain how to close prepaid's on RO's without opening a new RO.
If you can not find it I did print it off and would e-mail anyone that may want a copy.

Good info but..

"If the customer is a Service-only customer, a message displays when you try to roll it to an invoice. Set the customer up as a Parts customer, then re-enter the customer number in the SOR so you can roll the SOR to an invoice"

This has always been an issue for us whenever someone adds a service customer as a parts customer. What happens is in the future when a part gets ordered on an RO, RO gets closed, parts get ordered. When those parts gets receipted, CDK creates, out of nowhere, a new parts invoice for the parts even though they were ordered on an RO. Parts then has to void out the invoice and that wipes out the SOR for the customer so now no one can tell inside CDK that the part is here for the guy.

I was told there is some setting to stop that for happening but I was locked out of whatever that was by corporate and corporate has never adjusted it to address this

It is like sooooo easy to do!

Go to SOR, type in the SOR#, change customer number to your "generic cash over the counter" customer number, save then roll it.

BAM


easy

Same as above. Change the SOR customer number to whatever is your cash ticket customer number, then save it. Go into the invoice screen and sell the SOR; just make sure to hit enter all the through and nothing else or it might try to sell the part instead of fill it.

I will have to try this as the other way does not work even though CDK pointed me the their "how to", it works only if the customer is a parts customer.