yamaha motor corp., usa partsmanager pro user’s...

Yamaha Motor Corp., USA

PartsManager Pro™ Online User’s Guide

Version 2.0 (30 Nov 2009) English

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2 Yamaha PartsManager Pro Online User’s Guide Version 2.0 (30 Nov 2009)

Copyright/Trademark Information © 2008-2009 Snap-on Business Solutions Inc. All rights reserved. PartsManager Pro and Net-Compass are trademarks of Snap-on Business Solutions Inc. All other marks are trademarks or registered marks of their respective holders. Pictures are for illustration purposes only. Specifications are subject to change without notice.

Yamaha PartsManager Pro Online User’s Guide Version 2.0 (30 Nov 2009) 3

Contents 1. How to Use this Guide and the Online Help ......................................................................... 5

View Online Help ....................................................................................................................... 5

View the User’s Guide ............................................................................................................... 5

Save and Print the User’s Guide ............................................................................................... 5

2. Log in to the Application ........................................................................................................ 6

3. The Main Page ......................................................................................................................... 7

4. The Toolbar .............................................................................................................................. 8

5. Set User Preferences .............................................................................................................. 9

User Preferences Overview ...................................................................................................... 9

Change the Parts List Background Color ................................................................................ 10

6. Make a Quick Search ............................................................................................................ 11

7. Make an Advanced Search ................................................................................................... 12

8. View Information for a Part Number .................................................................................... 13

9. Navigate to Information ........................................................................................................ 15

10. View Parts Pages .................................................................................................................. 16

Zoom, Print, and Resize Parts Diagrams ................................................................................ 17

Print Parts Text ....................................................................................................................... 17

View Supersession Information .............................................................................................. 18

Provide Feedback on Parts Page Errors ................................................................................ 19

11. Find, Create, and View Notes ............................................................................................... 20

Find Notes ............................................................................................................................... 20

Search for User Notes ...................................................................................................... 20

Search for Yamaha Published Notes ............................................................................... 21

Create Part Notes ................................................................................................................... 22

Create Page Notes .................................................................................................................. 23

View User Notes ..................................................................................................................... 23

12. View Bulletins ........................................................................................................................ 24

13. Create a Picklist .................................................................................................................... 25


14. Use the Transaction List ...................................................................................................... 27

Open a Picklist from the Transaction List ............................................................................... 28

Modify, Print, or Delete a Picklist ............................................................................................ 29

Download an XML File from the Picklist ................................................................................. 30

Upload the XML File to the YDS or YMBS Site ...................................................................... 32

15. Create a Quote ....................................................................................................................... 33

Convert a Picklist to a Quote .................................................................................................. 33

Customize the Quote .............................................................................................................. 34

16. Create a Business System Order ........................................................................................ 36

Convert a Picklist to a Business System Order ...................................................................... 36

Customize the Business System Order .................................................................................. 37

17. Create an OEM Order ............................................................................................................ 39

Convert a Picklist to an OEM Order ........................................................................................ 39

Customize the OEM Order ...................................................................................................... 40


1. How to Use this Guide and the Online Help

When you need assistance, you can view the online Help, view, save, and print this user’s guide, or display Tooltips.

View Online Help Click the Help button to view online help at any page.

View the User’s Guide Click Preferences and click User Guide or click the Technical Support button and click User Guide. The online user’s guide opens in Adobe® Reader®.

Save and Print the User’s Guide 1. Click the Adobe Reader Save button. The Save a Copy dialog box opens.

2. Select a location in which to store the file.

3. Click Save.

4. Double-click the file name to open the guide.

5. Print sections of the user’s guide as you need them or print the entire guide.


2. Log in to the Application Log in to the application as follows:

1. Open Microsoft® Internet Explorer.

2. In Explorer’s Address bar, type the Web site’s URL.

3. Press Enter to open the Login dialog box.

4. Type your user name.

5. Type your password.

6. Click Enter or press the Enter key. The main page opens.


3. The Main Page The main page is your starting point in the application.

Feature How to Use

Toolbar Click a toolbar icon to use major application functions. Available icons vary by OEM. See “The Toolbar” on page 8 for details.

Quick Search Make a quick search by model, part number, description, product ID, or VIN. Or search the price file. Available searches vary by OEM. See “Make a Quick Search” on page 11 for details.

Links Click Links to open a Web site linked by the OEM. This link is not used by all OEMs.

Preferences Click Preferences to set your user interface preferences and view the user’s guide. See “Set User Preferences” on page 9 for details.

Close Click Close to sign off the Web site.

Click the Technical Support icon ( ) to view technical support information and the user’s guide.

Click the Help icon ( ) to view Help.

Part Info Click the Part Info link to quickly display information for a part number. See “View Information for a Part Number” on page 13 for details.

Navigation Click links to navigate to parts pages, service manuals, and operator manuals. See “Navigate to Information” on page 15 for details.

Note: To identify a button or icon, hold the mouse pointer over the button or icon to display a tooltip.


4. The Toolbar The toolbar allows you to use major application functions.

Icon How to Use

Click the Main Page icon to return to the main page from any other page.

Click the Bulletins icon to view and search for bulletins.

Click the Advanced Search icon to make an advanced search for parts and service information.

Click the Notes icon to view, modify, and delete user notes.

Click the Transaction List icon to view and open picklists, quotes, and orders.


5. Set User Preferences

User Preferences Overview From the main page, click Preferences. The User Preferences window opens.

Setting How to Change

Default Navigation Type Select the default parts lookup page and click Save.

Parts Page Layout Select the parts page layout and click Save.

Date Format Select a date display format and click Save.

Parts Listing Color Click Change. Select alternating background color bands for parts lists. Click Save.

Return Results / Page Select the number of bulletins, user notes, transactions, and search results that should be displayed at a time on a page.

Password Click Change. Type your current password. Type your new password and confirm the new password. Click Save.

Business System Interface To test your business system interface connection, click Test. Note: The Test link is active only if a BSI connection has been set up. The Setup link is only available to designated administrators.

User Guide Click User Guide to view or download the online user’s guide.


Change the Parts List Background Color When you initially install the application, the parts list appears with the default alternating background color bands. To change the colors, click the “Change Parts Listing Color” Change link. The Color window opens.

The top portion of the window displays the primary and alternating colors and color codes selected for parts list rows. The middle portion of the window displays selectable color bands.

To change the primary color:

Select Primary Color and scroll through the color bands until you see the color you want. The color and color code in the top portion of the window change correspondingly. Then click Save.

To change the alternating color:

Select Alternating Color and scroll through the color bands until you see the color you want. The color and color code in the top portion of the window change correspondingly. Then click Save.

To restore the default colors:

Click Default in the upper right corner of the Color window.


6. Make a Quick Search 1. Select Model, Part Number, Part Description, Price File, PID, or VIN.

2. Type a complete or partial number.

3. Click the Search icon ( ). Price information or links to applicable models are displayed.

4. Click a link in the search results. A list of parts pages containing the model is displayed.

5. When a search retrieves multiple pages of information, click Next>> and <<Previous.

6. Click a page link to view the page.


7. Make an Advanced Search You can enter additional search criteria to make an advanced search.

Toolbar

Click the Advanced Search icon. The Advanced Search page opens.

1. In the Search For text box, type a model, part number, part description, or remarks text.

Note: You can type part numbers with or without dashes.

2. From the Search In list box, select the Parts Manual, Price File, or Service Manual.

3. From the Search By list box, select Model, Part Number, Part Description, or Remarks.

4. From the Match list box, select Exactly or Starts With.

5. Select a model to narrow your search.

6. Select Full Description(s) or Brief Description(s).

7. Click the Go button.

8. A list of parts pages is displayed. When a search retrieves multiple pages of information, click Next>> and <<Previous.

9. Click a page link to view the parts page. Or click the part number link to view additional information for the part.

Note: To hide the Search fields, select the Hide check box ( ).


8. View Information for a Part Number

You can also view information for a part number by clicking a part number link on a parts page, picklist, or quote. When you click the link, the Supplier Information window opens. See step 4 below.

1. From the main page, click the Part Info link at the top of the navigation pane. The Part Info window opens.

2. Type the part number.

3. Click the Show Part Info icon ( ). The Supplier Information window displays information for the part.

Note: The Business System Interface section of the window displays information only if a BSI connection has been set up.


4. When necessary, use the check boxes at the top of the window to hide information.

4.1 To hide supplier information, select the first check box.

4.2 To hide dealer prices, select the second check box.

4.3 To hide all prices, select the third check box.

4.4 To hide supplier information and dealer prices, select the first and second check boxes.

4.5 To hide supplier information and all prices, select the first and third check boxes.

5. Click to list all models that include the part number.

6. When the User Note icon ( ) is displayed, click the icon to view user notes linked to the part number.

7. When the Supersession icon ( ) is displayed, click the icon to view supersession information for the part number.

8. Note: The quantity on hand and quantity on order are displayed only if a BSI connection has been set up. The Supersession window displays this information when you click the Supersession icon from any window or page—a parts page or Part Info window, for example.

9. To add the part number to a picklist, type a quantity and click .

10. To link a user note to the part number, click the Add Note icon ( ).

11. When you finish viewing information, click Close.


9. Navigate to Information To navigate to parts pages, use the navigation links in the left pane of the main page. Click a link to open additional links until you reach the page links. Click a page link to open the parts page.

Click a page link to open the parts page.


10. View Parts Pages

Feature How to Use

< Previous | Next > Click < Previous to display the previous parts page in a part group. Click Next > to display the next parts page.

Click the Add Note icon to link your own note to the page. For details, see "Create Page Notes" on page 23.

Click the View Note icon (when displayed) to view page notes

Picklist Create a new picklist or open a saved picklist. Click the View Picklist icon ( ) to view the selected picklist.

Click the Feedback Form icon to provide feedback on the parts page. For details, see “Provide Feedback on Parts Page Errors” on page 19.

Click the Image icons to zoom, print the diagram and parts list, or resize the diagram. For details, see “Zoom, Print, and Resize Parts Diagrams” on page 17.

REF NO Click a reference number in the diagram to highlight the part text in the parts list. Or click the reference number in the parts list to highlight the reference number in the diagram.

Part Number Click a part number link to display additional information for the part.

When available, click the View Note icon ( ) to view user notes, click the Supersession icon ( ) to view supersession information, or click the Bulletin icon ( ) to view bulletins.

Click the Add icon to add an individual part to a picklist.

Click a check box to select a part.

Click the Add All icon to add all selected parts to the picklist.


Zoom, Print, and Resize Parts Diagrams

Icon How to Use

Click the Zoom In icon to zoom in on a diagram.

Click the Zoom Out icon to zoom out from a diagram.

Click the Resize icon to optimally resize the diagram to the display area.

Click the Previous icon to view the previous page of a multiple page diagram.*

Click the Next icon to view the next page of a multiple page diagram.*

Click the Print Diagram/Parts List icon to print the diagram and parts list.

Click the Print Diagram icon to print the diagram.

Click the Print Parts List icon to print the parts list.

* This icon appears only when a multiple page diagram is displayed.

Print Parts Text 1. Right-click in the parts list to open a context menu.

2. Select Print from the menu to open the Print dialog box.

3. Click Print from the Print dialog box.


View Supersession Information When the Supersession icon ( ) precedes a part entry or appears in a Part Info window, click the icon to view supersession information for the part number.

Note: The quantity on hand and quantity on order are displayed only if a BSI connection has been set up. The Supersession window displays this information when you click the Supersession icon from any window or page—a parts page or Part Info window, for example.

Feature How to Use

Order Current Click Order Current to add the supersession part to a picklist.

Order Newest Click Order Newest to add the newest part to a picklist.

No Detail Click No Detail to limit the Supersession window to the upper portion. The No Detail button changes to Detail so you can redisplay the entire window.

Newer/Older Part numbers are listed from newest (top) to oldest (bottom). Clicking a part number link displays information for that part. You can select these numbers for a picklist.

Add To add a part to a picklist, select the check box ( ) that precedes the part number and click Add.

Close Click Close to close the supersession window.

Part numbers are listed from newest (top) to oldest (bottom). Clicking a part number link displays information for that part. You can select these numbers for a picklist.

<Multiple> When <Multiple> is displayed in the Part Number column, multiple part numbers are included in the supersession history. Click <Multiple> to list the additional numbers in the window under “Older”. You can select these numbers for a picklist.


Provide Feedback on Parts Page Errors The Feedback icon ( ) is only available when a parts page is displayed.

1. With a parts page displayed, click the Feedback icon ( ). The Feedback Form opens.

Note: Your dealer information, the parts page information, and the sender and recipient appear on the form automatically.

2. When applicable, enter the appropriate part number.

3. Select one or more check boxes ( ) to indicate the type error(s) you encountered.

4. Required: Enter a description of the error(s).

5. Optional: Type any suggestions you want to make about the application.

6. To clear the information you entered, click Reset.

7. To print the information, click Print. Formatted information appears with the Windows Print dialog box. Click the Windows Print dialog box Print button.

8. To download the information as an HTML file, click Save. The File Download window opens. Click the window’s Save button. The Save As dialog box opens. Select a folder, rename the file (if necessary), and click the dialog box Save button.

9. To e-mail the information, click Email. The message “Email was sent successfully” is displayed. Click Close to close the message.

10. Click Close to close the Feedback Form and clear the information you entered.


11. Find, Create, and View Notes

Find Notes

Toolbar

Click the Notes icon. The User Notes page lists all saved user notes.

• When necessary, click Next>> or <<Previous to view the next or previous page of search results.

• To modify a user note, click a link in the Name column. Details for the note are displayed. Modify the note name, content, or attachment status as necessary and click Save. To delete the note, click Delete.

• To create a new user note, click the Add Note icon ( ). To hide the Search sections, select the Hide check box ( ).

Search for User Notes 1. Type search criteria in the Name box or Note Text box.

2. To narrow the search, use any combination of the following:

• Select Part or Page from the Attach To list box.

• Select the user group or the creator of the note.

• Select Internal Only, Release to All, or Specific Dealer from the Release To list box.

• Select Day or Month and type a number of days or months in the Created Date section or click the Calendar icon ( ) to open a calendar and type the applicable date.

3. Click the Go button. User notes that match your search criteria will be listed.


Search for Yamaha Published Notes 1. From the User Notes page, click the Switch icon ( ) to switch to the Published Notes

page.

2. Type search criteria in the Name box or Note Text box.

3. To narrow the search, use any combination of the following:

• Select Part or Page from the Attach to list box.

• Select Day or Month and type a number of days or months in the Created Date section.

• Click the Calendar icon ( ) to open a calendar and type the applicable date.

4. Click Go. Yamaha published notes that match your search criteria will be listed.


Create Part Notes 1. From the User Notes page, click the Add Note icon ( ). The Create New Note window

opens.

2. Type a name for the note.

3. Type the note content.

4. To link the note to one or more part numbers, do the following:

4.1 Type each part number in the Attach to Part Number box.

4.2 Click the Attach icon ( ). The part numbers are listed in the box below the Attach to Part Number box.

5. Select the release status of the note. If you select Specific Dealer, select the dealer’s name from the list box.

6. Click Save. The note is linked to the part number and the View Note icon ( ) precedes each appearance of the part number.

7. Note: To delete a part number listed in the box below the Attach to Part Number box, click the part number to highlight it. Then click the Delete icon ( ).


Create Page Notes 1. From a parts page, click the Add Note icon ( ). The Create New Note window opens.

2. Type a name for the note.

3. Type the note content.

4. The title of the parts page currently displayed appears in the Current Attachments box. To link the note to one or more additional pages, do the following:

4.1 Type each page title in the Attach to Page box.

4.2 Click the Attach icon ( ). The titles are listed in the box below the Attach to Page box.

4.3 Click the Add icon ( ). The titles move to the Current Attachments box.

5. Select the release status of the note. If you select Specific Dealer, select the dealer’s name from the list box.

6. Click Save. The note is linked to the parts page and the View Note icon ( ) appears on the page.

View User Notes When the View Note icon ( ) is displayed, click the icon to view one or more page or part notes. When multiple notes are linked to a page or a part number, the Note window displays links to the notes.

Click a link to view the note. To delete a note, click the Delete icon ( ). To create a note, click New. To close the Note window, click Close.


12. View Bulletins

Toolbar

Click the Bulletins icon. The Bulletins page lists new bulletins that have been posted since you last logged onto the application.

To search for bulletins:

1. Type a bulletin number, partial bulletin number, or a word from a bulletin name in the Search For box.

2. To narrow the search, select Name or Bulletin Number in the Search In list box; select a bulletin type from the Type list box, select Mandatory or Not Mandatory from the Criticality list box; and select a model from the Model list box.

3. To narrow the search by a range of dates, click between, click , and select start and end dates. Or click Previous, type a number, and select day or month.

4. Click the Go button. Bulletins that meet your search criteria are listed. To increase the display area for the bulletin list, click the Hide check box ( ) to hide the Search sections. To redisplay these sections, click the box to remove the check mark.

Note: To list all bulletins, click the Go button with the Search For box empty and All selected for search criteria.

To view bulletins:

1. Click Next >> or <<Previous to view the next or previous page of search results. Or select a specific page of search results.

2. Click a bulletin number link in the Number column to view the bulletin.

3. Select the Reviewed check box ( ) for each bulletin you view.

Note: The Mandatory icon ( ) indicates a mandatory bulletin.

4. Click the Search icon ( ) to indicate that you have read the selected bulletins.


13. Create a Picklist From a parts page, create a picklist to accumulate part numbers for a job. You can also use a picklist to create a quote, business system order, or OEM order. For the procedures, see “Create a Quote” on page 33, “Create a Business System Order” on page 36, and “Create an OEM Order” on page 39.

1. Select New or an existing picklist from the Picklist box.

2. In the parts list, select the check box ( ) preceding each part number you want to add.

3. Click the Add All icon ( ). The selected parts are added to your picklist.

Note: You can also select a single part by clicking the Add icon ( ).

4. Click the View Picklist icon ( ) to open the picklist.

Note: The quantity on hand and quantity on order are displayed only if a BSI connection has been set up.


5. The application assigns a name to the picklist based on the date and time. To rename the picklist, click Rename and type a new name for the picklist.

6. When necessary, type a different quantity for a part or click the Delete icon ( ) to delete a part.

7. Click the Save icon ( ) to save the picklist.

8. When applicable, click the Print icon ( ) to print the picklist, click the Delete icon ( ) to delete the picklist, click the Transaction List icon ( ) to view the transaction list, or click the Close icon ( ) to close the picklist.


14. Use the Transaction List

Toolbar

Click the Transaction List icon ( ).The transaction list shows transactions for your user ID. Transaction processes include picklists, quotes, and business system orders.

Note: The Business System process is available only if a BSI connection has been set up.

Action Procedure

Delete transactions Select the check box ( ) for each transaction and click the Delete icon ( ). The selected transactions will be deleted.

Submit orders Select the check box ( ) for each order you want to submit. Then click the Submit icon ( ). The selected orders will be submitted.

Create a new picklist Click the Create Picklist icon ( ). View messages Click the Message icon ( ). Hide the Search sections Select the Hide check box ( ). To redisplay the sections, click the box to

remove the check mark.


Open a Picklist from the Transaction List 1. Type a picklist number, part number, or part description in the Search For text box.

2. Select Order Number (for a picklist), Part Number, or Description from the Search In list box.

3. To narrow the search, select an order process, order type, order status, or user name from the Search By list boxes.

4. To narrow the search by a range of dates: Select between, click the Calendar icon ( ) and select a start date. Then click the Calendar icon ( ) after “and” and select an end date. Or click Previous, type a number, and select day(s) or month(s).

5. Select the number of search results to display at a time from the Results/Page list box.

6. Click the Go button. Picklists that match your search criteria are listed by number in the Order Number column. To sort search results by a different column, click the column header.

7. Click the link to the picklist you want. The picklist page opens.


Modify, Print, or Delete a Picklist


1. Modify the picklist as necessary.

1.1 To add a single part, type the part number and quantity and click the Add icon ( ).

1.2 To add multiple parts, click Add Multiple Parts.

1.3 To change a part quantity, type the new quantity in the Quantity Ordered text box.

1.4 When applicable, type a note in the Notes text box.

2. To print the picklist, click the Print icon ( ).

3. To download an XML file from the picklist, click the Download icon ( ).

4. To delete the picklist, click the Delete icon ( ).

5. To return to the transaction list, click the Transaction List icon ( ).


Download an XML File from the Picklist 1. From the Transaction List, click the link to a picklist. The picklist opens.

2. Click the Download icon ( ). The Picklist Download window opens.

2.1 Depending on your software security settings, a security warning may appear in the window.

2.2 Click directly on the security message. A context menu opens.

Click this icon to download the picklist


2.3 Select Download File from the context menu.

3. The File Download window opens.

4. Click Save. The Save As dialog box opens.

5. Select a folder from the Save in list box.


6. Click Save. A message indicates the download is complete.

7. Click Close. The Picklist Download window will still be open.

8. Click Close Window.

Upload the XML File to the YDS or YMBS Site 1. From the YDS or YMBS site, select Parts, Parts Order, Order, and Snap-on Import.

2. Click the Browse button and retrieve the file you saved.

3. Click Import File.

4. Go to Parts, Order, and View/Edit to view your order.


15. Create a Quote To create a quote for a customer, do the following:

1. Create a picklist. See page 25.

2. Open the picklist from the transaction list. See page 28.

3. Convert the picklist to a quote. See below.

4. Customize the quote. See page 34.

The following sections explain how to perform each of these steps.

Convert a Picklist to a Quote From the open picklist, select Quote from the Order Process list box.

The Quote page displays information from the picklist.


Customize the Quote From the Quote page you can add and modify information. You can also enter information that will appear automatically on all your quotes.


1. To view information linked to a part number, click the part number link.

2. To change a part quantity, type the new quantity in the Quantity Ordered text box. The application adjusts extended sell price, parts total, discount, and total automatically.

3. To delete one or more part numbers from the quote, select each part to delete, click the Delete icon ( ), and click OK at the confirmation prompt.

4. When the View Note icon ( ) is displayed, click the icon to view the user notes.

5. When the Supersession icon ( ) is displayed, click the icon to view supersession information.

6. When applicable, change the quote number, date, and contact person and enter the customer reference number, quote description, contact person, unit serial number, unit identification information, an internal note, notes to appear at the top and bottom of the quote, and line item notes (under each part number link).

7. Click Address Book to search for a customer.


8. To hide part numbers on the formatted quote, click the Hide part number from customer view check box.

9. To add a single part to the quote, type the part number and quantity, select a region (if applicable), and click the Add icon ( ). Quote totals are updated automatically.

10. To add multiple parts to the quote, click Add Multiple Parts. For each part, type the part number and quantity and select the region (if applicable). Then click the Add icon ( ).

11. To merge one or more picklists into the quote, click Add Picklist(s).

12. When applicable, enter a sell price. The application dims the adjusted list price and updates the extended sell price, parts total, discount, and total. When you delete a sell price, the application adjusts all amounts.

13. Type the applicable discount. The application adjusts the total.

14. Type the tax rate. The application displays the tax and adjusts the total.

15. When applicable, type labels and amounts for miscellaneous charges in the blank text boxes. The application adjusts the total.

16. To display costs in a different currency, type the exchange rate and code. The application applies the rate to the adjusted list price.

17. To add Information to appear on each quote you create, do the following from the User Toolbox: select a logo (optional); type contact information (required), and select one or more check boxes, type a label, and type a description to appear near the bottom of each quote.

18. To save changes to the quote, click the Save icon ( ).

19. To print the quote, click the Print icon ( ). The Print dialog box appears on top of the formatted quote. Click the Print dialog box Print button.

20. To create an OEM order, business system order, or picklist from the quote, select OEM Order, Business System, or Picklist from the Order Process list box.

21. To delete the quote, click the Delete icon ( ).



16. Create a Business System Order Note: This feature is not supported in all OEM versions of the application.

To create a business system order, do the following:



3. Convert the picklist to a business system order. See below.

4. Customize the business system order. See page 37.


Convert a Picklist to a Business System Order From the open picklist, select Business System from the Order Process list box.

The Business System Order page displays information from the picklist.


Customize the Business System Order From the Business System Order page you can add and modify information.



2. To change a part quantity, type the new quantity in the Quantity Ordered text box. The application adjusts the extended costs and total automatically.

3. To delete one or more part numbers from the order, select each part to delete, click the Delete icon ( ), and click OK at the confirmation prompt.



6. To add a single part to the order, type the part number and quantity, select a region (if applicable), and click the Add icon ( ). Order totals are updated automatically.

7. To add multiple parts to the order, click Add Multiple Parts. For each part, type the part number and quantity and select the region (if applicable). Then click the Add icon ( ).

8. To merge one or more picklists into the order, click Add Picklist(s).

9. When applicable, change the order number.

10. To save changes to the order, click the Save icon ( ).


11. Print and/or submit the order.

• To print the order and submit it to your business system, click the Print and Submit icon ( ).

• To submit the order to your business system, click the Submit icon ( ).

Note: You can submit an order to your business system only if a BSI connection has been set up.

12. To create an OEM order, quote, or picklist from the business system order, select OEM Order, Quote, or Picklist from the Order Process list box.

13. To delete the order, click the Delete icon ( ).



17. Create an OEM Order To create an OEM order, do the following:



3. Convert the picklist to an OEM order. See below.

4. Customize the order. See page 40.


Convert a Picklist to an OEM Order From the open picklist, select OEM Order from the Order Process list box.

The OEM Order page displays information from the picklist.


Customize the OEM Order From the Order page you can add and modify information.



2. To change a part quantity, type the new quantity in the Quantity Ordered text box. The application adjusts the extended cost and total.

3. To delete one or more part numbers from the order, select each part to delete, click the Delete icon ( ), and click OK at the confirmation prompt.



6. To add a single part to the order, type the part number and quantity, select a region (if applicable), and click the Add icon ( ). Order totals are updated automatically.

7. To add multiple parts to the order, click Add Multiple Parts. For each part, type the part number and quantity and select the region (if applicable). Then click the Add icon ( ).

8. To merge one or more picklists into the order, click Add Picklist(s) to Order.

9. When applicable, change the order number and contact person and type an order description.

10. For drop-ship orders, click Maintenance to search for a customer.


11. Select the order type, shipping method, purpose code, and Partial Ship-Yes or Partial Ship-No.

12. When applicable, select the Required by Date check box, click the Calendar icon ( ), and select a date.

13. To save changes to the order, click the Save icon ( ).

14. Print and/or submit the order.

• To print and submit the order, click the Print and Submit icon ( ).

• To submit the order, click the Submit icon ( ).

Note: You can submit an order to your business system only if a BSI connection has been set up.

15. To create a business system order, quote, or picklist from the OEM order, select Business System, Quote, or Picklist from the Order Process list box.

16. To delete the order, click the Delete icon ( ).


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