Parts Workbench plus

Parts Workbench plus

Postby mattydoop77 » Mon Nov 14, 2022 6:35 pm

Is anyone else having issues with multiple cancelled orders?
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Re: Parts Workbench plus

Postby PartsPlant81 » Mon Nov 14, 2022 8:03 pm

Has anybody figured out how to search for part numbers in the invoicing screen without knowing the invoice number the part is on?

In the old Legacy system I could search by Part Number up to 30 days back to see if I was invoiced for a part number that I haven't received yet.

Unless I am missing something; you now have to know the invoice # the part number is invoiced on to search for it.

This will make it nearly impossible for me to check my invoiced not received parts in the new system...
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Re: Parts Workbench plus

Postby C8RFAN » Mon Nov 14, 2022 8:18 pm

I just worked through this this morning...

So heres what I do

Click into invoices > Date Range 6 months or so > Right side, 4th from the edge of screen, search magnifing glass > advanced search > punch in PN, apply.

Then it brings up the invoices from the date range it was invoiced on.
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Re: Parts Workbench plus

Postby C8RFAN » Mon Nov 14, 2022 8:20 pm

PartsPlant81 wrote:
This will make it nearly impossible for me to check my invoiced not received parts in the new system...


I had a "oh shit" moment when I realized I didnt know how to do it anymore :oops:
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Re: Parts Workbench plus

Postby PartsPlant81 » Mon Nov 14, 2022 9:03 pm

C8RFAN wrote:I just worked through this this morning...

So heres what I do

Click into invoices > Date Range 6 months or so > Right side, 4th from the edge of screen, search magnifing glass > advanced search > punch in PN, apply.

Then it brings up the invoices from the date range it was invoiced on.


Not all heroes wear capes! Thank you kindly :D
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Re: Parts Workbench plus

Postby C8RFAN » Tue Nov 15, 2022 3:27 pm

PartsPlant81 wrote:
C8RFAN wrote:I just worked through this this morning...

So heres what I do

Click into invoices > Date Range 6 months or so > Right side, 4th from the edge of screen, search magnifing glass > advanced search > punch in PN, apply.

Then it brings up the invoices from the date range it was invoiced on.


Not all heroes wear capes! Thank you kindly :D


You bet!!
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Re: Parts Workbench plus

Postby PartsPlant81 » Tue Nov 15, 2022 8:23 pm

Even though we know how to do it; it still might not be worth it.
The site takes so long to load an invoice/do a search now it's not worth the time.

I wish they could still let us use the legacy system! :evil:
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Re: Parts Workbench plus

Postby C8RFAN » Tue Nov 15, 2022 9:33 pm

PartsPlant81 wrote:Even though we know how to do it; it still might not be worth it.
The site takes so long to load an invoice/do a search now it's not worth the time.

I wish they could still let us use the legacy system! :evil:


Me too... Now that its gone, Im missing it
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Re: Parts Workbench plus

Postby Hawkins » Wed Nov 16, 2022 2:13 pm

Thank you for that, that does make it easier as I was lost too.

Say you place an order and want to check it 30 minutes later? How do you do that now?
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Re: Parts Workbench plus

Postby PartsPlant81 » Wed Nov 16, 2022 3:52 pm

Hawkins wrote:Thank you for that, that does make it easier as I was lost too.

Say you place an order and want to check it 30 minutes later? How do you do that now?


You can check to make sure it went through and see who placed the order etc. through "Order Management, Order Information, Purchase Orders".
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