Parts & Workshop Orders > Impact Drag & Drop Interface to a Workshop or Parts Order

Impact Drag & Drop Interface to a Workshop or Parts Order

Why:

Any operation or part details required for maintaining the vehicle which are not known to the user can be identified in Impact, based on chassis number. Once identified, rather than writing the information down and re-keying into Fusion this simple interface allows the user to drag and drop the details into either a Workshop or Part Order.

 

Where:

In Impact, use the Navigate tab and enter the Chassis ID and Function group to search for the required operation or part details.

From the Workshop Order View or Parts Order View, highlight the order and select Order > Open. This will display the Order Details window.

 

How to Drag and Drop Impact Operations into Orders:

In Impact select the required Operations, package (Operations with main and associated parts) or parts and add to clipboard. Drag the clipboard to the order in Fusion (and to a specific workshop line, if those attributes are to be used, i.e. Warranty payment code and job number).

When dropped a new ‘Impact Operation detail’ window will be displayed, listing the Operations, Main and associated parts from Impact. A status indicator will advise the user if the Operation can be added or not. If there are any issues with the operation, then use the right mouse button View error list option.

Other right mouse button options are dependant on the Order Type and whether details are Operations or Parts, e.g:

      Add All to Order: This will add all Operations / Parts.

      Add Group to Order: This will add all details within tree.

      Add Operation: This will add selected Operation only.

      Add Part: This will add selected part only.

Parts are added via the ‘Pending Parts Line’ window where information regarding supersession’s, bulletins and surcharges etc can be displayed.

 Note! Chassis ID can now be entered in a Parts Order and is validated as part of this Drag and Drop functionality.

The ‘Part Details button’ is also available on both Operation and Part tabs, which has a direct link to Impact to check for any main and associated parts.

 

What else would you like to do?

Adding Parts to a Workshop Order.

Changing the Customer on an Order or Quotation.

Changing the Vehicle on an Order or Quotation.

 

 

Related Topics:

Operations.

Packages.

 

Setup:

Parameter PRC006 will determine if a new Labour price matrix will be used to formulate an hourly rate rather than a price factor.

Parameter GDA001 will determine the region required for exchange part numbers.

Privilege, ‘Parts user – Restrictions in Workshop Orders’ will determine if the user can add Operations to a Workshop Order.