Product Support

Editing Shop Jobs

Editing a shop job that appears on an order does NOT change the shop job information on that order, unless you manually change it on the order.

 

To edit Shop Jobs:

  1. From the Main shortcut bar, select Shop Jobs.

    • Result: A list of Shop Jobs displays.

  2. In the Filter By field, select either Specific Shop Jobs or Generic Shop Jobs.

    • If Generic Shop Jobs is selected, only Generic Shop Jobs display.

    • If Specific Shop Jobs is selected, only Specific Shop Jobs display.

    • If no Shop Jobs exist, the list will be blank.

  3. Select an existing shop job and click Edit to open the Edit Shop Job window.

    • Result: An Edit Shop Job window displays.

  4. To enter or change the vehicle information, click the Select Vehicle button.

    • Result: A Select Vehicle YMME Description dialog box displays.

  5. Edit the following fields as appropriate:

    • General information fields:

      • Shop Job Name: The name of the shop job.

      • Category: A brief description of the part category.

        • Example: Front Door or Window Switch.

        • This information is used if you access the Catalog Viewer.

      • Description: A description of the service rendered or the part supplied (500-character maximum).

        • Example: Replace Brake Pads - Front.

        • This field defaults when a work requested description is already entered in a labor line item.

      • Symptom: The symptom is the indication of a problem from the customer’s perspective.

    • Buttons:

      • Select All: Use this box to select all of the listed jobs.

      • Add Item: Use this button to open the Select New Job Items window which allows you to create a new item.

      • Edit Item: Use this button to edit jobs.

      • Delete: Delete the selected item.

      • Select None: Use this box to deselect all of the listed jobs.

      • Rollback: Undo the deletion of items.

      • Catalogs: View and select parts from a catalog to add to the Job.

        • Catalogs

          • Note: If a vehicle is already selected, the Catalog button opens the Catalog Viewer with the Navigation tab active.

            • If a vehicle has NOT been selected or if the selected vehicle cannot be mapped, the Catalog button opens the vehicle selection process.

        • WORLDPAC

    • Fields:

      • Note: You can change the order of items on the job by selecting a line item and clicking the Line Position arrows at the right side of the grid.

      • Line Item: Use this box to select items.

        • On invoices, this is a display-only field.

    • Type: Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.
    • Code: Job code of the part or service based on the line item type:

      • For Part items, the Code field reflects the Part #.

      • For Misc items, the Code field reflects the Code.

      • For Labor items, the Code field reflects the Labor Rate.

      • For Sublet and Notes items, the Code field is blank.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front.

      • This field defaults when a work requested description is already entered in a labor line item.

    • Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.

      • Note: The number of parts reflects any changes made in or sent to ALLDATA® ManageSM.

        • Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and not in ALLDATA Manage directly.

        • If you manually change the quantity of parts selected from a catalog (such as AZ Parts or WORLDPAC) the changes are not sent to the Catalog service.

    • Cost/Flg Hrs: The price of one part or the number of flagged hours.

    • Retail: The charge of one service or part to the customer, including markups.

    • Line Total: The line total is the charge to the customer.

      • This is the Qty/Hrs multiplied by the Retail price.

      • (labor rate) X (hours worked) (cost + markup) X quantity

  6. When you are finished editing, click Close.

    • Result: The Shop Job list displays.