How do I find unit sales order PDI/preparation jobs?
Summary
This article describes how to find workshop jobs created automatically by the sales department when they create a sales order for a bike. The sales department are allowed to create the workshop job for the PDI or preparation of a bike they have sold, but they cannot schedule it into the diary. The scheduling must be carried out by the workshop manager, and this process should be carried out at least once a day to ensure that all sales jobs are dealt with promptly and efficiently, and any problems are made known to sales as soon as possible.
Additional Information
In order to search for workshop jobs you will need to go to "Workshop Management -> Workshop Diary". Once in the workshop diary you can search for specific criteria.
- In order to search press <Ctrl+F1>. This will bring up the workshop Diary Search Screen.
- In here the option to look at is the "Status".
- As a standard the "Status" code is set to 'SAL' this is the Vehicle Sales Order Job status. This might be different on your system. If so, search on the "Status" by pressing <Ctrl+F1> and type in Sales.
Results
This will list down all the jobs at present in the workshop diary that have been generated via the Vehicle Sales Ordering system. Go down the list, to the relevant record and click on [Choose]. This will then load up the Workshop Job Properties. Note the "Due Date" of the job, which should display the date that the bike is required to be ready. Click on the "Schedule" button at the top of the screen, decide on how long you will need to do the job and choose the appropriate date to book the job. Exit and accept.
See also
- Creating Workshop Jobs
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- How do I add more description to a Workshop Job?
- How do I Load a Standard Workshop job?
