Parts Invoicing Comments
Use the Parts Invoicing Comments tab to select a predefined comment or enter a new comment related to the invoice. This comment may or may not be printed on the customer's invoice depending on what print parameters have been set up. Predefined comments can be selected from the Promotional Codes screen by clicking the Search icon. Once the desired comment is selected, it is displayed on the comments screen and you can make any necessary additions or modifications.
To open the Comments tab from Parts Invoicing, click an Order Number on the Parts Invoicing screen, then click the Comments tab.
To open the Comments tab from Work Order Parts Requisitions, click the Switch to parts requisitions button on the Parts Invoicing screen, click an Order Number, then click the Comments tab.
Note: If the selected invoice was created from a parts quote created in IntelliDealer or a parts order created in MyDealer, any comments saved to the quote/order are automatically copied to this screen.
Information fields on the Parts Invoicing Comments tab are:
| Information | |
|---|---|
| Field | Description |
| Order Number | The order number assigned to the associated parts invoice or requisition. |
| Customer |
The customer on the selected work order. Click the Information |
| Location | The location where the work order was created. |
icon to open the Buttons on the Parts Invoicing Comments tab are:
| Button | Description |
|---|---|
| Save | Saves changes made on the Parts Invoicing Comments tab. |
| Save/Exit | Saves changes made on the Parts Invoicing Comments tab and closes the screen. |
| Close | Closes the Parts Invoicing Comments tab without saving and returns to the Parts Invoicing screen. |