ADP SOR's Rolling to RO's

[Cameron Klem]

Our GM Dealership uses ADP's SOR system, including the 'auto-roll' feature.

Our problem is that customers may require parts on order, and alternate transportation as well. RO's are pre-invoiced, and left open for a day - until the closed rental agreement for alt/trans arrives from the rental company.

In the meantime, the customer has taken their vehicle back, and when we re-open the RO to finalize the rental charges, the parts ordered [which have come in overnight] now roll to the RO!

We don't want the parts on that RO, as we do need to close the first one out.

The auto-roll works so well on the other parts [both back counter and wholesale invoices] that we really don't want to make extra work by turning it off.

Any suggestions on the process or ADP setting would be greatly appreciated.

[Ted@ADP]

Hi Cameron!

You could try this if you really like auto-rolling. (You may have already tried this.) Turn off auto filling. When your receipting clerk receipts the order, he or she would go into RRS (Review Receipted Special Orders)and select by today's date. If you are using a PC, right click on the date on the top of the screen and choose Send Word.
After today's orders are displayed, press I to invoice, and select all the orders you wish to "auto roll." Then F3 to process.
You can then avoid filling those RO lines.

[Cameron Klem]

Hi Ted!!!

Thanks for your reply. We currently split our orders out for wholesale, bodyshop, and front/back counters. What I'm concerned about is how my receiver would know what to not roll at 5:30 AM every day.

Could he receipt and fill the wholesale and body - and leave the filling on the counter order for back counter staff later in the morning?

Auto roll has saved me tons of time in every store I've worked at with ADP. Every time you eliminate typing something in, you set yourself up for a more accurately running system. I'll show this posting to Service, and we will wait for your response.

Our COA is due in end of nest week, so any suggstions would be very timely.

Thanks again