If a sublet line on the estimate is missing on the parts tab, follow the steps below to verify your Line Item Mapping Rules are configured to allow invoicing the part description.
Sublet Line Mapping Rules
- Select Configure > Profiles from the menu bar.
- Select your repair facility profile, then Edit from the mini-toolbar.
- Select Line Item Mapping Rules under Repair Management.
- Verify the Part description has been added to the Line Item Mapping Rules. If it already exists, skip to step 8.
- Select Add from the toolbar.
- Enter the description text in the Line Item Description field. Make sure the description matches the part code description.
- Select a part account and/or labor account type from the drop-lists.
- Select the Can Order/Receive option.
- Select Save or Save and Close from the menu bar when you are finished.
After editing the Line Item Mapping Rules in your profile, the estimate line must be removed and re-added.
- Select View > Workfiles from the menu bar.
- Select Quick Search in the lower left-hand corner.
- Enter the RO number into the Search Terms field, select Open from the Status drop-list, then click Search.
- Select the RO from the search results, then View > Estimate from the mini-toolbar.
- Right-click on the sublet estimate line, then select Delete.
- Re-add the sublet estimate line, then click Save from the menu bar.
- Select the Parts tab, and verify the estimate line is available for invoicing.
*KA14655