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Using the Wildcard Vendor PopUp

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The Wildcard Vendor PopUp allows you to add or edit the vendor, reference, and vendor part input for wildcard items sold on work orders. The wildcard item must be set to display and/or require vendor fields in Set Up Inventory Items (1-7-5-1). This helps you track which invoice a specific wildcard item was sold on.

 

Use the following steps to access the Wildcard Vendor PopUp:

  1. On the Enter Invoices-Invoicing screen, press [F2] to display the PopUp Menu at the bottom of the screen (see below). This menu can be accessed instantly at any time during the service.

 

  1. Press L to receive a popup similar to the following:

Note: If there are no wildcard items that require vendor attached to the work order, the popup is empty.
  1. View information in the following fields:

Wildcard

Shows the item numbers of all wildcards currently on the work order that require vendor.

Full Description

Shows the description that was typed in when the wildcard item was added to the work order.

  1. Fill in the following fields:

Vendor

Fill in the name of the vendor where the item was purchased, or press [F1] to select from the list of vendors. The vendor must be set up in LubeSoft. See the article Setting Up Vendors for instructions. You may also press [F3] to select from a list of vendor and reference numbers that have already been entered on this work order.

Reference

Fill in the reference identifier from the vendor invoice for the wildcard item.

Vendor Part

Fill in the part number provided by the vendor for the item.

Note: Vendor, Reference, and Vendor Part may be required or optional prior to cashing out the work order. See Setting Up Inventory Items for information on wildcard setup options.
  1. To return to the Enter Invoices – Invoicing screen, [Enter] through all the fields or press [Esc][Esc].