AutoMate add to saved quotes

[Zep33]

Thanks Sam

to answer your question on the screen that's timing out. It's usually (maybe always) when I'm trying to get back to the main menu after receipting parts so I would say it's 13. Haven't paid enough attention to notice if it's elsewhere or just there but I'm pretty sure it's just when leaving the order reciepting screen and pressing F1 (the curser just sits there blinking and I end up opening another module to get back to work)

[B964]

How about when you have a part in system with long number and short number as secondary. If you do parts inquiry on either number system with reference and prompt to number with QOH but does not if in an RO. Not sure if that's fixable in a setting or if just way it is.

[mdishong]

YOU GOT THE POWER!!!

Auto/Mate software update notification - Release 2015.02.001

Parts quotes enhancement - you can now Edit, Search and Re-Print quotes.

[B964]

I see that but still doesn't work well/correctly.
You can add/minus parts but then only choice is to convert to sale or void not reprint and save.

[Zep33]

it reprints when you save it

"save" is the default it goes to when you hit ESC to continue at the end

1 is convert to sale
2 is save
3 is delete

[Zep33]

BTW, AutoMate, after my earlier rant in this thread, did track me down to go over some of the issues I brought up. They sent me the quote update a few weeks ago and I spent a good deal of time on the phone with a guy named Tony who was extremely helpful. He understood my frustration with this and worked with me to alleviate some of the pain. We didn't get to everything but it did leave me with a much better taste in my mouth about the system. Enough so that I went back and edited a couple of my posts as I didn't want some of the things I said to come up in a Google search (and they were)

It's just hard to believe that this system has been around for 20 years or so and some of the simplest things haven't been addressed / fixed. There was an ealier post here, and I paraphrase - "We just learned to deal with it". Well, sometimes that's a good thing but if you don't let it out at times, and complain about legitimate issues, things will never change if you just "deal with it" the way it is.

[PartsPlant81]

Most likely Tony B. He was our trainer when we got Auto/Mate a couple of years ago. Super nice guy and totally understands the system. If anything can be fixed he's the dude that will get it done.

[Zep33]

Yup, that's him - Completely understands their system and General Motors too. I was very impressed

[mdishong]

Tony B, can you get the invoice/Ro#s from 5 digits to lets say 7?

[Zep33]

Couple things that leave me in disbelief that haven't been fixed yet: (Both of which I've called about)

1: When service brings in a new customer, they are not required to give them a customer #. That in itself is ridiculous as this whole business is based on numbers. So when parts needs to order a part for this new customer, they have to fill out the rest of the information that service should have already done before you can continue through the SOR process. I finally got our service department to start adding the customer # upon setup. Guess what? I doesn't make a difference. Even when a customer # is in place, we can't even go past the first screen unless we blank their # out. The reason, according to Bob at Automate ,- the RO first needs to be closed and then cycle through the end of day before the customer # becomes valid. Really Automate? We still have to fill in all the useless info to SOR a part for this new customer. So having service give the customer a # when they first arrive actually makes this issue worse and take longer. How after 20 years of being in business that this is even the slightest bit of an issue is pretty sad.

2: When SORing parts and putting the line # on the RO as the parts are being ordered. When the SOR comes in, the lines that were already attached to each individual part no longer exist. The lines exist but the parts are no longer attached to any lines. This is horrible when you have 4,5, 6 parts come in and you then must go through the entire process of putting the parts back on the lines when they already were put on each specific line.