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.