Product Support - Parts Invoicing

To access the Work With Security Switches screen, click the link for the desired system or switch. You can control access to the security switch for individual users or user groups.

Security Switches - Parts Invoicing
Access Invoicing

When enabled, this switch provides the following functionality:
Access Requisitions Gives the user access to the Work Order Parts Requisition screen through the Parts Invoicing screen. When enabled, the Switch to work order parts requisition link appears.
Create POs Allows the user to create purchase orders. When enabled, the Purchase Order link appears on the Parts Invoicing Details tab.
Add Parts Allows the user to add parts to a parts invoice.
Access Comments Gives the user access to the Comments tab through the Parts Invoicing screen by clicking on an Order Number.
Access Long Description Gives the user access to the Extended Description screen through the Parts Invoicing Details tab. When enabled, a More icon appears next to the part Description field.
Prompt for Units Allows the user access to the Unit Selection screen through the Parts Invoicing Header tab by clicking on a Search icon under a Unit #.
Start Cursor in Cash Code Starts the cursor in the Cash Code field on the Parts Invoicing Details tab.
Allow Ship Confirm

If selected, provides access to the Ship Confirm option on the Parts Invoicing screen, allowing the user to confirm partial shipment of the parts on an invoice.

When this switch is activated, saving an Issued quantity that is less than the Ordered quantity automatically generates a new line item for the remaining parts. For example, if 6 parts were ordered but 2 is entered in the Iss field, upon clicking Save the system automatically generates a new line item on the invoice for the remaining 4 parts.
Allow Parts Import Gives the user access to the Import screen which allows the user to import parts. When enabled, an Import button appears on the Parts Invoicing Details tab.
Allow Batch Invoicing When enabled, a Batch button appears on the Parts Invoicing Details tab. This button tells the system to generate the parts invoice during the nightly billing run. Otherwise you can generate the parts invoice by pressing the Invoice button.
Secure by Salesperson Prevents the user from searching by salesperson on Parts Invoicingscreens, by locking their salesperson ID in the Select Salesperson field.
Display Tax Codes on Details Screen When enabled, displays tax codes in the LDTTTTN field on the Part Invoicing Details screen.
Allow Parts Pricing Modification (Vendor 'GL' Not Affected)

When enabled, the user can modify the price field when adding a part to the Parts tab, regardless of its vendor. When disabled, for a part where the vendor is not GL, the price is display only. If the part has vendor GL then the user can modify the price.
Default Unit to 01 if Only One Unit Selected If there is only one Unit # selected on the Parts Invoicing Header tab, any parts that are added to that part invoice will default to the unit selected.
Allow Requisition of Consignment Inventory When enabled, the user is prompted for an optional consignment number when parts requisitions are created. If no number is specified, the Parts Invoicing Details tab also shows a Consignment field at the top of the page. This option allows the consignment inventory to be relieved (if the dealer keeps track of truck inventory using the consignment system).
Default Salesperson on Invoicing Listing Screen When enabled, the user's default user ID is automatically placed in the Select Salesperson field on the Parts Invoicing Listing screens.
Default Salesperson on Requisition Listing Screen When enabled, the user's default user ID is automatically placed in the Select Salesperson field on the Parts Requisition Listing screens.
Record Lost Sales Reasons When enabled, and Parts Lost Sales reason codes have been configured at your dealership, the system forces the user to select a reason code when recording a lost sale (using cash code 4) on a Parts Invoice.
Record Requisitions Lost Sale Reasons When enabled, and Parts Requisitions Lost Sales reason codes have been configured at your dealership, the system forces the user to select a reason code when recording a lost sale (using cash code 0 or 6) on a Parts Requisition.
Capture Electronic Signatures Allows you to capture customer signatures via an installed point-of-sale device. Captured signatures print on the respective invoices if the IntelliDealer laser forms overlay feature is used. When enabled, a Point-of-Sale Device field appears on the Printer Parameters tab within a part invoice. It also provides access to the Signature button on the Work Order Segments tab, Equipment Invoicing Details tab, and the Rental Contract Details tab.
Access Alternate Charge Gives the user access to the Alternate Charge tab through the Parts Invoicing screen by clicking on an Order Number.
Start in Requisitions When enabled, the Work Order Parts Requisition screen appears instead of the Parts Invoicing screen when a user navigates to Product Support > Parts > Parts Invoicing.
Add Ship To's Allows the user to manually add a ship to address on demand from the Ship to Search screen by clicking the link at the bottom of the screen.
Secure Tax/Avatax Codes Secures the Tax code fields so they cannot be changed once they have been assigned a valid tax code (including blanks).
Secure Taxable to Exempt Prevents the user from changing a tax code to a tax exempted code, if the default tax code is a taxable tax code.
Display Totals/ Charge Code Before Invoicing

When enabled, displays the Parts Invoicing Totals screen when the Invoice button is pressed on a parts invoice.

Note:  If all the line items on the invoice are using *, blanks, 3 or 4 for the Cash Code, the Parts Invoicing Totals screen does not appear even if this switch is activated.
Access Stock Order Allocation From On Order Allows the user to reserve or allocate a part on a stock order. When enabled, an Allocate button appears on the On Order Details screen.
Allow Negative Quantities on Requisitions Allows the user to use negative part quantities on the Work Order Parts Requisitions Details screen.
Allow Parts Requisitions to be Posted To Sign Off Repairs Allows the user to post parts requisitions to a repair work order segment that has a status that is signed off.
Create Parts Requisition Allows the user to create a parts requisition. When enabled, the Need to create a requisition? Click here to add link appears on the Work Order Parts Requisition screen.
Allow Force Issue of Parts Allows the user to force sell/issue a part that is not in stock by placing an amount in the Iss field on the Parts Invoicing Details screen.
Force Lost Sale Code on Deleted Line

When enabled, prevents the user from deleting a part from on the Parts Invoicing Details tab. Instead the user must record the part as a lost sale, by setting the part's cash code to cash code 4 (Lost Sale).
Default Hide Complete in Requisitions

Sets the default state of the Hide Completed check box on the Work Order Parts Requisition Details tab to active. This hides all completed line items on work order parts requisitions by default.

Note:  On work order adjustments the Hide Completed check box defaults to an unselected state, regardless of this security switch.
Open Change Window On Cash Invoice If selected, allows the user to calculate the change due amount in the Change Calculator window when creating a parts invoice using Cash Code 2 (which represents a cash sale).
Advanced Ordering Screen When activated, opens the Parts Ordering screen when creating a purchase order from a parts invoice.
Electronic Order Picking

If selected, presents the user with an option to mark the parts on an invoice as "Ready To Be Picked" when they click the PICPAK button on the Parts Invoicing Details screen. The "Ready To Be Picked" option, in turn, allows the user to create an electronic picking ticket in the Wireless Inventory Control application.

Note:  To use the electronic picking ticket system, you must also select an electronic order picking Method in the Access Order Picking switch on the Authorization List for Wireless Inventory screen.

See Electronic Picking Ticket System Overview.
Allow ? Stock Order Number on Alternate Charge

If selected, allows the user to enter a ? in the Asset/ Stock Number field of the Alternate Charge tab.

Access Price Inquiry Allow users access to the Price Inquiry that is used in Parts Profile.
Allow tabbing to Issue and Price fields

Allows users to use the tab key to navigate to the Issue and Price fields on the Product Support - Parts Invoicing screens. By default, tabbing takes the user to the Order field, then to the subsequent invoice entry.

Default Responsible Salesperson to Customer Profile

 Allows access to the checkbox Default Responsible Salesperson to Customer Profile. This checkbox determines whether the system should use the customer's default responsible salesperson from their customer profile to populate the Responsible field.
Restrict JD eCommerce Order Invoicing  

Revision: 2024.03