Parts/Labor Tab

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

The Parts/Labor tab with text labels on each part of the window.

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:

Customer Section

This section displays the customer's information.

The customer section of the Parts/Labor tab.

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.

The Vehicle link pointing to the opened Vehicle List, which displays all vehicles associated with the customer.

You can

Vehicle Section

This section displays the vehicle information entered for the vehicle.

The vehicle section.

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.

The mouse hovering over the vehicle year in the vehicle section.

Information Section

The Information section of the Parts/Labor tab.

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. These links 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.

The information section with the Inspection number showing.

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.

The profit is below minimum margin icon.

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 Jobs section of the Parts/Labor tab showing parts and labor in the job-based view.

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.

The Jobs section of the Parts/Labor tab showing parts and labor in the non-job-based view.

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

A labor line on the Parts/Labor tab with numbers over specific areas.

The following table describes the numbered items in the image above.
# Name Description

1

Icons

These icons indicate information about the labor on the line.

  • The wrench icon on labor lines. The wrench indicates that this is a labor line and the labor time clock is not running.
  • The clock icon on labor lines. The clock indicates that the labor time clock is running on this labor operation. Press the letter "T" key to start and stop the time clock.
  • The checkmark icon on labor lines. The checkmark indicates that this labor operation has been marked as 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.

The Charge field on the Editing Labor window.

If the job calculates charges according to Billed Time, the Billed Time amount displays on the line.

6

Total column

This is the total price of parts and labor only.

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.

A part line on the Parts/Labor tab. with numbers over specific areas.

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

  1. Part's stock designation (for parts with a record in Inventory) and
  2. The profit margin indicator arrow.

For example, A part line with inventory information. 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.

The down arrow on part lines.

Indicates the part is below the minimum profit margin.

If a red arrow pointing down The profit is below minimum margin icon. appears in the Information Section above the Jobs section, the entire ticket is below the minimum profit margin.

The up arrow on part lines.

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.