Difference between revisions of "ITrack/Pro/Build orders"

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m (ITrack/Pro/Build Orders moved to ITrack/Pro/Specifications/Build Orders: I created the page before I created the category.)
(Build Order specs, version 1.5)
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==Overview==
Build orders are a special kind of quote, created from the parts screen.  They allow you to rebuild a single part from a combination of other parts.
Build orders are created from the parts screen and allow you to rebuild a part from a combination of parts. The cost of the part on the Parts screen is the sum total of the build orders associated with that part.


===How to create a build order===
As soon as you create a build order on a part, the cost of that part becomes the sum of all the build order associated with that part.
To create a build order you need an existing part, so go to the Parts screen and enter the necessary vehicle, part type, and cost information, as well as any other relevant information about the part. Alternatively, you could open an existing part from the Search screen or from another screen. Then go to the advanced tab (on the Parts screen) and click the "Create New" button. This will open the Quotes screen and you can begin adding parts to the build order. When you are finished, click 'Save'.


==Interaction Between Parts Screen and Quotes Screen==
== Creating a build order ==
===Parts with existing build orders===
* Create a new part, or open an existing part on the the Parts
For parts that already have associated build orders, the Quotes screen will be cleared and the user will have a chance to save any data they were working on. The customer information fields are greyed out and the user no longer has access to them. In addition, the "Build Order" radio button is selected automatically.
* Go to the advanced tab (on the Parts screen) and click the "Create New" button. This will open/clear the Quotes screen, beginning a new build order. (If the parts screen has unsaved changes, they will be saved before continuing.)
* Add parts to the build order on the quites screen.
* Click "Save".


The user is free to add parts to the build order at this point as if it were a regular quote or invoice. Once the user finishes and saves the build order, the Build Order Number and Total Cost of the build order is added to the Build Order list on the Advanced tab of Part screen, and the cost from all the build orders on this particular part is added up to replace the Cost field on the Part Info tab. This field then becomes read-only, since the cost of this part will be derived from the sum of the total costs of its build orders from this point on.
The user is free to add parts to the build order at this point as if it were a regular quote or invoice. Once the user finishes and saves the build order, the Build Order Number and Total Cost of the build order is added to the Build Order list on the Advanced tab of Part screen, and the cost from all the build orders on this particular part is added up to replace the Cost field on the Part Info tab. This field then becomes read-only, since the cost of this part will be derived from the sum of the total costs of its build orders from this point on.


===Opening existing build orders from the Parts screen===
=== The Quotes screen ===
Build orders can be opened from the Advanced tab on the Parts screen by opening the Part and double-clicking the Build Order in the Build Order List. This will open the Build Order in the Quotes screen.  
When a new build order is begun by clicking the button on the Parts screen, the Quotes screen is cleared and the user will have a chance to save any data they may have been working on. The customer information fields are greyed out and the user no longer has access to them. In addition, the "Build Order" radio button is selected automatically.


At this time, a build order that was just added to a new Part cannot be opened this way. You will have to navigate to a different part or clear or close the Parts screen, then reopen the part and double-click the Build Order.
If the build order being created is the first one on the part, then the Quotes screen will open with a lineitem already on it. This lineitem will have a price equal to what the cost of the part was.  This way, the cost of the original part is included in the Total Cost on the Part Info tab along with the combined cost of all the build orders.


===Parts without existing build orders===
== Opening existing build orders ==
The first build order for a part will include the cost of the part itself, so this cost is added to the Quotes screen as the first line item. An extra line is also added so that the user can continue as described above. This way the cost of the original part is included in the Total Cost on the Part Info tab along with the combined cost of all the build orders.
To open an existing build order:
# Open a part with associated build orders
# Go to the Advanced tab
# Double-click a Build Order in the Build Order list


===New Parts===
This opens the Build Order on the Quotes screen.  
The Quotes screen accepts only the new part number, the store number, and the Build Order Number, and goes back to the database to get the rest of the information about the parent part. Therefore, new parts must be saved to the database before Build Orders can be added to them on the Quotes screen.


==The Home Screen==
At this time, a build order that was just added to a new Part cannot be opened this way. You will need to save the part and reopen it before you can open that build order from the parts screen.
New build orders also show up on the Home Screen.


[[Category:ITrack/Pro/Specifications]]
== Home screen ==
Build orders are displayed on the Home screen in the Build Orders tab.

Revision as of 15:40, 13 January 2010

Build orders are a special kind of quote, created from the parts screen. They allow you to rebuild a single part from a combination of other parts.

As soon as you create a build order on a part, the cost of that part becomes the sum of all the build order associated with that part.

Creating a build order

  • Create a new part, or open an existing part on the the Parts
  • Go to the advanced tab (on the Parts screen) and click the "Create New" button. This will open/clear the Quotes screen, beginning a new build order. (If the parts screen has unsaved changes, they will be saved before continuing.)
  • Add parts to the build order on the quites screen.
  • Click "Save".

The user is free to add parts to the build order at this point as if it were a regular quote or invoice. Once the user finishes and saves the build order, the Build Order Number and Total Cost of the build order is added to the Build Order list on the Advanced tab of Part screen, and the cost from all the build orders on this particular part is added up to replace the Cost field on the Part Info tab. This field then becomes read-only, since the cost of this part will be derived from the sum of the total costs of its build orders from this point on.

The Quotes screen

When a new build order is begun by clicking the button on the Parts screen, the Quotes screen is cleared and the user will have a chance to save any data they may have been working on. The customer information fields are greyed out and the user no longer has access to them. In addition, the "Build Order" radio button is selected automatically.

If the build order being created is the first one on the part, then the Quotes screen will open with a lineitem already on it. This lineitem will have a price equal to what the cost of the part was. This way, the cost of the original part is included in the Total Cost on the Part Info tab along with the combined cost of all the build orders.

Opening existing build orders

To open an existing build order:

  1. Open a part with associated build orders
  2. Go to the Advanced tab
  3. Double-click a Build Order in the Build Order list

This opens the Build Order on the Quotes screen.

At this time, a build order that was just added to a new Part cannot be opened this way. You will need to save the part and reopen it before you can open that build order from the parts screen.

Home screen

Build orders are displayed on the Home screen in the Build Orders tab.

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