Parts/Labor Tab

When you create a new ticket, the ticket window opens to the Parts/Labor tab.

NOTE: You can choose to open to the Service Requests Tab in Configuration (Configuration menu > Repair Order > R.O. Options > When Opening New R.O. > Start with Service Requests setting).

Sections of the Parts/Labor tab:

• Ticket Toolbar
• Customer Section
• Vehicle Section
• Information Section
• Parts and Labor (Jobs) Section

Customer Section

This section displays the customer's information.

• If there are Customer Notes, the words "See Notes" appear in red.
• If the customer has an accounts receivable account, an A.R. Account link appears.
• If a purchase order is required for the customer, the words "P.O. Required" appear in red.

To open the customer window, click the customer’s name. If the wrong customer is selected, you can select a different customer. (You will also have to select a different vehicle.)

Vehicle Link

The Vehicle link at the bottom opens the Vehicle List of all the vehicles associated with the customer.

You can

• Select a different vehicle in the list for the open ticket.
• Add a new vehicle for the customer.

Vehicle Section

This section displays the vehicle information entered for the vehicle.

• If the vehicle is valid for Epicor, “EPICOR” appears in green.
• If the vehicle is valid for ACES, “ACES” appears in green.
• If there are Vehicle Notes, "See Notes" appears in this section.
• The last eight digits of the VIN are underlined for emphasis.
• The CARFAX button opens the CARFAX Service History Check for the vehicle.

For more information, click the following link: Epicor and ACES Labels.

To Edit Vehicle Information

To edit the information in the vehicle section, open the Edit Vehicle window by clicking the vehicle year in the link at the top of the section.

Information Section

The following table describes the links in the information section.

Information	Description
Created	The date the ticket was created.
Links	The links enable you to enter or change information without leaving the Parts/Labor tab. The following table describes the links that are also buttons on the Other Information Tab. Link Other Information Tab Button Click to enter or change the: Service Writer Change Service Writer Service writer assigned to this ticket. Center Change Profit Center Profit center assigned to this ticket. Status Change Status Status of the ticket. Source Change Source Customer source (how the customer found out about your shop). PO/Coupon Change PO/Coupon The purchase order number or Fleet coupon number.
Blank/ Inspection Number	There is a blank space above the Keywords link. If an inspection number is entered on the Other Information tab, an Inspection Number appears in that blank space.
Keywords	These links appear only when a part or labor operation with smart keywords is selected in the Jobs section. Click the link to search for the keyword in Smart eCat.
Fleet Type	The Fleet Type information and Fleet Notes links appear when the ticket has been assigned to a fleet. Click the Fleet Notes link to see notes for the ticket.
	Appears when the total price for the ticket is below the set profit margin.

Parts and Labor (Jobs) Section

Parts and labor appear in this section. There are two views: job-based and non-job-based.

If you are using the Job-Based View, parts and labor are combined into one section named "Jobs":

The job-based view is the default view and provides much more functionality than the non-job-based view. For details, click the following link: Job-Based View.

In the non-job-based view, parts and labor are divided and display in their separate sections.

Both job-based and non-job-based views have labor lines and part lines.

Labor Lines

Each labor operation appears as a unique section with the labor line at the top of the section. Labor lines

• Are light gray.
• Display symbols and notations indicating important information about the job.

The following table describes the numbered items in the image above.

#	Name	Description
1	Icons	These icons indicate information about the labor. Icon Description Indicates that the labor time clock is not running. Indicates that the labor time clock is running. Press the "T" key on the keyboard to start and stop the time clock. Indicates that the labor is finished.
2	Technician	Displays the technician code of the technician assigned to the job. If no code appears, no technician is assigned. Technicians are assigned by double-clicking the labor line to open the job and selecting a technician at the top of the window. If you use Scheduler, the technician code may be highlighted to indicate if the job is scheduled. This is a setting in Configuration (Configuration menu > Scheduler Setup > Setup Options > Highlight Tech).
3	Description	The description of the job.
4	Parts column	The price of the parts in the job. This is the parts-only total; it does not include labor.
5	Labor column	The price for the labor alone. This column displays the number in the Charge field of the Edit Labor window. If the job calculates charges according to Billed Time, the Billed Time amount displays on the line.
6	Total column	The total price of parts and labor only. NOTE: This is NOT the total price! To see the total price - including taxes, fees, and supply charges - check the Total on the Calculations Tab.

Part Lines

Each part appears on its own line.

• Symbols and notations indicate important information about the part.
• Notations appear on the printed ticket with letters instead of symbols.

The following table describes the numbered items in the image above.

#	Name	Description
1	Symbols	These symbols indicate that this line is a part (as opposed to a labor) as well as its inventory status. The part symbol is a combination of the Part's stock designation (for parts with a record in Inventory) and The profit margin indicator arrow. For example, means this is a stock part that is above the minimum profit margin. The following table describes the meaning of the symbols on the part lines. Symbol Description S Indicates the part is marked as a Stock part and there is enough on hand to fulfill the requested quantity. N Indicates the part is one of the following: Marked as a Non Stock part in local Inventory (with or without quantity on hand ). Marked as a Stock part in Inventory, but there is not enough quantity on hand to fulfill the requested quantity. From a supplier with no part record in Inventory. Indicates the part is below the minimum profit margin. If a red arrow pointing down appears in the Information Section above the Jobs section, the entire ticket is below the minimum profit margin. Indicates the part is above the minimum profit margin. X Indicates the part has no on-hand quantity and the part is below the minimum profit margin.
2	Quantity	The quantity requested for the job. Parts can be linked directly to labor operations or included in Smart Jobs, Smart eJobs, service intervals, or other labor packages that include parts. If the part was added with a labor, the quantity of the part is set in the labor operation. You can adjust the requested quantity by double-clicking the part to open it and typing in the new quantity.
3	Part Number	The part number.
4	Description	The part description.
5	Price	The price to the customer for the quantity.