Parts Invoicing
Use the Parts Invoicing screen allow you to search for and view parts invoices, create a parts invoice, switch to work order parts requisition, confirm partial shipment of a parts invoice, view parts invoices by customer name and change default print parameters.
The Parts Invoicing listing screen can be accessed from anywhere in IntelliDealer by navigating to the Product Support > Parts > Parts Invoicing.
See also:
The search options on the Parts Invoicing screen are:
| Field | Description |
|---|---|
| Customer Search |
Search for parts invoices by entering a customer search word. |
| Customer Number |
Search for parts invoices by entering a customer number. |
| PO Number | Search for part invoices by entering a purchase order number. |
| Date Added From | Narrow down the parts invoice search results by selecting a date range starting from a selected day. |
| Location | Search for part invoices by entering a location. |
| Salesperson | Search for part invoices by entering a salesperson. |
| Order Number | Search for part invoices by entering an order number. |
| Date Added To | Narrow down the parts invoice search results by selecting a date range up to a selected day. |
| Part Number | Search for part invoices by entering a part number. |
| Bin | Search for part invoices by entering a bin number. |
The View Back Orders checkbox toggles between displaying back orders in the listing grid.
Note: Field level-security assigned to your user profile (as defined on the Field - Work With Field Level Security screen) may change the appearance of or hide certain fields listed below.
The fields on the Part Invoicing screen are:
| Field | Description |
|---|---|
| Order Number |
The order number associated with the parts invoice. A reverse highlight on the order number indicates that a part, or parts, have been issued or reserved for this order but the order itself has not yet been invoiced. An I at the end of an Order Number indicates that the order has been invoiced but not yet cleared by a billing run. The characters INQ at the beginning of an order number indicates that the invoice is an Inquiry Invoice (INQ) |
| Customer | The customer number associated with the parts invoice. |
| Salesperson | The salesperson assigned to or who created the parts invoice. |
| Location | The location of the parts invoice. |
| Date Added | The day the parts invoice was created. |
|
PO Number |
The purchase order number on the parts invoice. A PO number with the prefix "CRF" at the beginning of the PO Number indicates that a credit has occurred on the specific invoice and a credit reference number has been applied. See Applying a Credit Reference Number on a Credit Invoice. |
The 
icon option Export to CSV creates a CSV file version of the results.
Click an Order Number or hover over it and select View/Edit from the pop up menu to open the Details tab.
Hover over an Order Number and select Ship Confirm from the pop up menu to confirm partial shipment of the parts on the invoice using the Ship Confirm Details tab.
Note: The Ship Confirm option only appears if the Allow Ship Confirm switch is activated on the Authorization List For Product Support - Parts Invoicing screen
Click on a customer name on the Customer field to open the Customer Profile screen.
Click the Print Parameters button to schedule a print of all listed information.
You can switch between this screen and the Parts Requisitions screen by clicking the Switch to parts requisitions button.
The Pricing Inquiry button opens the Price Inquiry screen.
Click the Tethr It Now button to open the Tethr It interface.
Click Create to open the Parts Invoicing Header screen where a new parts invoice can be created.