Cantfind122:
Master updates will also change prices (for SDL parts) if the map is built to do so. How does one find out if the map is built to do so? I thought updates affected all parts and the part numbers were simply re-applied to an invoice/RO at real time. Is that not correct?
Of course permanent quote pricing can be changed but you must go back into the quote and change it. Is that a manual process??? How must one change that price?
Jazdale:
A MAJOR concern of mine is this: A repair order is opened with two jobs on it. One has the customer complaints and a courtesy inspection job. The tech finds six items that need attention with a total of 24 parts. That whole upsell quote was done on one job, the courtesy inspection line. The S/A sells all of it and adds jobs (C D E F G H). As I see it, you have two choices, you either re-type all the part numbers on the correct jobs or you apply them to the courtesy inspection job and spend the next ten minutes moving one line at a time to the correct job. Is there a way to assign a job letter to each individual line on the quote or is that not an option. Another thought is that if you dont move it one item at a time, all those part numbers remain as a quote and clutter on the line on which it was quoted. I hope I dont get stoned to death for saying it, but it was possible with another DMS. Are an unattached quote a work around for this?
Jazdale, you did ask in another thread how you could get in touch with me. I did answer that question. It was
DevilsAdvocate.Jd@gmail.com.
I would appreciate being able to exchange ideas in depth rather than lengthy posts in this thread. If we can keep these posts clear, concise, and to the point we will benefit more people.
By the way, if you have any STROKE with the people who run this forum, you might ask that the second post in this thread be removed as it may discourage some people with something to add or learn from contributing.
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Jay Daniels