In this release, the following changes are made for users to easily modify/update part via Invoice/Entry Screens
You are able to access Part Masterfile from the following screens.
- Supplier Invoice – Pre Job (AU)
- Supplier Invoice (AU/NZ)
- Shipper Invoice (AU/NZ)
- NZ Import Declaration (Express, on update only)
- NZ Export Declaration (Express, on update only)
On view mode, when you click Option >Part>Masterfile, it will open the part masterfile screen.
- If the invoice line is selected, the part on the invoice line will be looked up and populated on the part masterfile screen.
- If the invoice line is not selected, the part masterfile screen will populate as blank.
On update mode, you can access part masterfile via the “Update Part [F11]” button at the bottom of the screen. You can also press F11 as a shortcut key to access Part masterfile.
The “Update Part [F11]” button will only be visible when an invoice line is selected and the part exists on the part masterfile.
When the button is clicked, it will take you to the part masterfile with the part number on the selected invoice line pre-populated. The record will be shown on update mode. If the user doesn’t have update permission to part masterfile, it will be shown as view mode.
When the part masterfile is closed, the process will reset the selected invoice line by default. If there are more than 1 invoice line with the same part number, a prompt as below will display on the screen to allow users to reset all invoice lines with the same part number.
If you click the zoom button on the part number field on the invoice line, you can also access parts within the part zoom in part masterfile by clicking “Add/View Part [F11]” button”. The record will be shown on view mode. If you would like to add or update the part, you can click “Add” or “Update” button respectively on the toolbar.
Please note that the supplier code & supplier name (hidden by default) in the part zoom will be displayed as a column rather than on the header.
