I need to send my Vendors monthly reports on the service activity performed on their equipment. Is there any way to filter or select by “purchased by” in the service workorders or items screen to filter all of the serviced equipment. Each vendor has multiple model numbers.
Thanks,
Ayanova 7.2.0.0
Hi
The unit entry screen’s Purchased From: (I am assuming this is the field that was meant, as there is not a Purchased By: field ) is not an available column via the Items grid in the Service navigation pane.
I would recommend providing more context so that I can pass onto development to possibly look into for a future release, so they have the full context, as may have even more possibilities that will work in such a situation.
For example:
What is the reason why vendors (“vendors” as in who the unit was originally purchased from by the client) are sent this monthly report?
Provide more on what this report provides to the vendors and you - i.e. is it to provide all billing details so that the vendor pays you?
One suggestion may be to create the “vendor” as a Head Office in AyaNova so that you can select that head office in the client’s entry screen.
So then you can filter by the Head Office column in the Items grid, thereby filtering to show only workorders where this vendor/Head office is associated to the client.
Of course, a client has only one Head Office.
- Joyce
Sorry, I should have been more descriptive.
We sell and service Machine Tools
We represent different Manufacturers.
These machines are fairly complex and Manufacturers are on a constant watch to make them more dependable.
To do this, they require information from Distributors (maybe 10 -20 different Distributors across the US) on what type of problems we experienced, and what we did to correct the problem.
This information is, of course, contained in the work order. When we enter the work order, we also select the model number and serial number of the equipment we are working on.
Each Manufacturer may sell 20 -30 or more different models of machines so to customize a filter to select just those model numbers would be pretty difficult.
So I would like to be able to select all work orders associated with a specific Vendor which we put in the “Purchased From” field.
Then, I can print a report or export the information so I can send it to my different Manufacturers on a regular basis.
Thanks,