When managing parts, it is possible to encounter "orphan" part lines on the repair order. These are parts listed on the repair order that do not map to a part line on the estimate. This occurs when:
- A part was removed from the estimate after a purchase order was created
- A part was manually added to a purchase order or invoice
- An electronic draft invoice includes a part that couldn't be identified on the estimate
When receiving parts via cccone.com, you have the ability to resolve orphan part lines by linking them to the appropriate estimate line on the invoice document.
To access this feature:
- Open a workfile to Edit on cccone.com
- Select the File Menu in the upper left corner of the screen
- Select New, then Invoice
- Click the link button on an orphaned part line
- Select a row in the Link to estimate line screen, then click OK
- Select Save or Save Draft to save your changes
Once the invoice is saved or saved as draft, the orphaned part no longer exists. The invoiced part is now mapped to the selected estimate line.
Notes:
- To access invoice features on cccone.com, the shop must be licensed with Repair Workflow Parts Management
- The user must have one of the following security permissions to edit invoices on cccone.com:
- Create, search, view, and edit invoices
- Parts - Manage all aspects of parts procurement from a single dashboard
- The link feature is available on both new and previously saved draft invoices where orphan part lines exist
- You can unlink a part before saving the invoice by clicking the broken link button
- Part line linking cannot be undone once Save or Save Draft has been selected on the invoice