Richard wrote:I've have several different ADP people (trainers, ect) come though in the last year, and NOT a one has had the same answer to this. We've been ordering SOP's on Invoices and RO's, and it's causing problems. On Invoices- it leaves a ZERO balance invoice that never gets cleared. On RO's, if they close the RO, they can't look on FAST Lane to see iff the part has arrived. We used SOR when we 1st went on the SOB of a system, but I seem to remeber it had issues too....
Can anyone give me a clue on how to make this run correctly?
I just ran into your issue on accident. When you order a part from an invoice, DO NOT PRINT IT. That will close the invoice with a 0 balance (if you did not prepay). If you need to print it for what ever system you have for your parts department, print the SOR card and not the invoice. If you do print the invoice and it goes 0 balance, no big deal because there is still a SOR card saved from it. Just roll the card into an invoice when you want to charge it out. Invoice number is 47223, so the SOR card is 47223, roll it by typing s47223 as the invoice number. (if the original invoice is closed and not accessable.)
As far as the fast lane goes for repair orders, since you order from the RO and not from a manual card, the SOR card will be numbered after the RO and still tied to the service advisor. From the fast lane, service advisors can look at recieved special orders instead of open ROs w/parts. Then they can just sort by SA# and pick out there orders.
At my dealership, I print the recieved SOR cards every morning, stick one half to the part and give the other half to the service advisor. (my advisors do not even use the fast lane, they use their stack of SOR cards) They can then add it to there stack of cards and add notes to it ect. With this, the service advisor has a physical form of representation for how many parts they have on the SOP shelf, as long as they don't throw them away till the repair is done. Or in my case they give the card to the tech to exchange for parts at the parts dept.