WIP

Modified on Wed, 22 May 2024 at 10:45 AM

WIP Definition Guide




Filters and Search Fields:


  • Branch: Select the branch associated with the document you are searching for.
  • Department: Select the department associated with the document you are searching for.
  • Bill To #: Enter or search for Bill To customer number to return associated documents.  
  • Ship To #: Enter or search for Ship To customer number to return associated documents.  
  • Serial #: Enter or search for a Serial # to return associated documents.  
  • GM Serial #: Setting this checkbox will return documents where the provided serial number is billed on Guaranteed Maintenance. 
  • Unit #: Enter a Unit # to return associated documents. 
  • PO #: Enter a PO # to return associated documents. 
  • RO #: Enter a RO #(Rework Order) to return associated documents.  
  • Associated #: Enter an Associated # to return associated documents.  
  • Rental #: Enter Rental Contract # to return associated documents.
  • Rental Period: Select the rental period to return associated documents.
  • Orders: Select to view open documents.
  • Quotes: Select to view open quotes.
  • Include Closed Quotes: Check to include canceled/accepted quotes in the search results.

Action Buttons:


  • Search: Click to search based on the selected filters.
  • Review: Click to view the selected document review details.
  • Clear: Click to clear all the filters and search fields.
  • Invoice: Click to invoice all selected documents. (This button is enabled based on the invoice type selected at the department level).
  • Copy: Click to copy the selected document or quote.
  • Preview: Click to open document print preview.
  • Close: Click to close the WIP program.


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