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by M_Int
Tue Aug 21, 2018 1:40 pm
Forum: Technical Issues
Topic: Inventory Part # Search; Comments Field?
Replies: 8
Views: 5668

Re: Inventory Part # Search; Comments Field?

Johnny5 wrote:recorded
Thx!
by M_Int
Tue Aug 21, 2018 12:36 pm
Forum: Technical Issues
Topic: Inventory Part # Search; Comments Field?
Replies: 8
Views: 5668

Re: Inventory Part # Search; Comments Field?

Revisiting this John.....(topic should be moved to Enhancement Requests)

Can we please have a way to search the "Comments" field, when using the "%" trick?
We have many key words, superceded part numbers, etc, in Comments, yet no way to quickly search the Comments field to find this info.

Thank you.
by M_Int
Tue Jan 02, 2018 4:13 pm
Forum: Database + Settings
Topic: Search deeper in Canned Jobs; WorkRequested?
Replies: 1
Views: 1964

Search deeper in Canned Jobs; WorkRequested?

Tim, Regarding the search function in the Canned Jobs list...currently we can only search in the Job# or Description field. :( Is there a reason we can't also search in the labor line "Description," called Work Requested or Work Performed? It's a stored field correct, so could it also be searchable?...
by M_Int
Thu Sep 14, 2017 11:52 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

timbre4 wrote:To include receiving PO parts, yes. However that sequence would be the same for both methods (if PO generated) so I left it off. I thought the bulk of concern was the ordering steps.
Ok, understood.
Having cost/list pricing automatically update is #1.
by M_Int
Thu Sep 14, 2017 11:35 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

I've just changed computers so don't have WorldPAC available at the moment. It is one of the oldest integrations we have and it is Manager SE talking to an application (SpeedDIAL program) rather than a webpage as the other catalog interfaces do. The additional steps are 1) Transfer to SE (Order or ...
by M_Int
Thu Sep 14, 2017 10:31 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

You have a choice - use P.O.s to automate this process or edit records for any List prices that change (and QOH) manually when you receive them. (must be what you're doing to add inventory to the system) Without ordering and/or stocking parts using the Manager SE mechanism itself, nothing happens. ...
by M_Int
Wed Aug 09, 2017 1:09 pm
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

I'm now about 2 hours into testing this, including producing graphic samples. Wait, if you don't use purchase orders, how are you expecting the system to update anything automatically? Thank you for testing Tim. I'll have to research using PO's via M1. We simply order items direct from WorldPac's s...
by M_Int
Wed Aug 09, 2017 12:18 pm
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

No. This is done automatically when I receive the part through the the PO process. We haven't used the PO process. Tim, it sounds like M1 updates the cost of parts to some degree already?? Would love to hear more about this from you. Parts in Inventory are part records that are in Manager. This doe...
by M_Int
Wed Aug 09, 2017 11:26 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

f your M1 system isn't constantly updating your Cost(for Inventory items Every time I order and receive a part, the cost is updated. Therefore every part in my stocking inventory has the correct last cost. Confirming; the Cost(in Inventory) is updated by you manually? (e.g., you take the parts invo...
by M_Int
Wed Aug 09, 2017 10:47 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updating?

WOULD LOVE TO HEAR THE THOUGHTS OF OTHER SHOPS as to the system updating either Matrix "list" or List prices in the Inventory catalog. You asked for it..... please excuse the straightforwardness.... List price is nothing more than a fictitious price conjured up by someone in a cubicle that knows NO...
by M_Int
Wed Aug 09, 2017 8:28 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updat

The Markup Matrix uses COST not List to calculate the selling prices. If your system is set to use List, then the list prices are merely copied from catalogs as you expect with no calculation applied. NOTE: Apply Matrix to Inventory is an option for when changes are made to the Matrix settings. (Ju...
by M_Int
Wed Aug 09, 2017 7:32 am
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Re: Canned Jobs: Inv. Parts Pricing Automatically Updat

When an inventory part are received, users can update the part cost as those changes occur. This will be reflected in all instances of that part; whether as a stand alone part, or in a Part Kit or Canned Job. 1. If the Markup Matrix is engaged, the sell price will be updated. 2. If the User Entered...
by M_Int
Tue Aug 08, 2017 12:26 pm
Forum: Parts + Ordering
Topic: Canned Jobs: Inv. Parts Pricing Automatically Updating?
Replies: 20
Views: 14782

Canned Jobs: Inv. Parts Pricing Automatically Updating?

On Inventory pricing, we were under the impression that if something was made an “inventory item” through WorldPac or IMC that the Cost/List of the part would automatically update in the M1 system. We were under this impression due to an early conversation with someone at Mitchell after we saw that ...
by M_Int
Tue Jan 10, 2017 7:41 am
Forum: Tips + Ideas
Topic: Expand Search function in Inventory list
Replies: 6
Views: 5209

Re: Expand Search function in Inventory list

Copy that. LMK if you need me to forward their email response to you; no name at the bottom of the signature. Thx again Tim! Please PM or email that to me if you can. Thanks I'm getting this error when PM'ing you; General Error SQL ERROR [ mysql4 ] Incorrect string value: '\xEF\x81\x90 ...' for col...
by M_Int
Tue Jan 10, 2017 7:28 am
Forum: Tips + Ideas
Topic: Expand Search function in Inventory list
Replies: 6
Views: 5209

Re: Expand Search function in Inventory list

Heck yeah Tim, thanks very much--it works! Is there a way you can update M1 Tech Support with this current workaround? As the Tech Support rep from this am didn't have a suggestion but to post to the forum. You must've got a green agent; all the regulars know this. I can pass along to the person wh...
by M_Int
Mon Jan 09, 2017 3:33 pm
Forum: Tips + Ideas
Topic: Expand Search function in Inventory list
Replies: 6
Views: 5209

Re: Expand Search function in Inventory list

Somehow you missed the long time explanation about Inventory Search with a wildcard; here's an excerpt from the 2014 script for Inventory Screen video: "Please note that a wildcard character, the percent sign (‘%’) is available to help. Enter ‘%filter’ in Description and run Search; the resulting l...
by M_Int
Mon Jan 09, 2017 3:06 pm
Forum: Tips + Ideas
Topic: Expand Search function in Inventory list
Replies: 6
Views: 5209

Expand Search function in Inventory list

In TeamWorks SE, when in the Inventory list and searching for a word using the Description field, the word you're searching for HAS to be the first word listed in the Description field. The word can't be simply listed somewhere/anywhere in the Description field. For example, if the part Description ...
by M_Int
Mon Nov 09, 2015 12:00 pm
Forum: Report Pro
Topic: Some Model Specifics Missing On ProPack INV?
Replies: 14
Views: 17438

Re: Some Model Specifics Missing On ProPack INV?

Guys, if you want to see this details (full model specifics, ie Cayenne TURBO automatic vs just Cayenne) added to Report Pro, you need to email support@boltontechnology.com , requesting that you'd like to see this feature added as well. The more requests they get, the more likely they are to impleme...
by M_Int
Mon Nov 09, 2015 11:57 am
Forum: Report Pro
Topic: Search for Sales Detail by Labor
Replies: 3
Views: 8218

Re: Search for Sales Detail by Labor

Guys, if you want to see this search-by-labor feature added to Report Pro, you need to email support@boltontechnology.com , requesting that you'd like to see this feature added as well.
The more requests they get, the more likely they are to implement the feature.

Thank you!!
by M_Int
Fri Sep 18, 2015 1:30 pm
Forum: Report Pro
Topic: Search for Sales Detail by Labor
Replies: 3
Views: 8218

Re: Search for Sales Detail by Labor

Thanks for reaching out to us. At this time Pro Pack doesn’t offer the ability to search for Sales Detail by Labor. In order for this to happen in the future, both Mitchell SE and Pro Pack would need to add functionality. This is likely a labor intensive procedure that may not be feasible. Your req...

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