What This Report Does:
Displays information related to parts vendors and the jobs those parts are assigned to
Upon opening this report, you’ll have the following options to filter your search results:
- Vendor Type: Search by the types of vendors available: Part Distributors, Claims Processors, OEM, or All
- Vendor: Narrow your search by the vendor name
Once you are finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Name – Displays the vendor name
- Type – Displays the type of vendor
- Email – Displays the vendor’s email address
- Contact Phone – Displays the primary phone number for the vendor
- AR Pending Submission – Displays the total amount of pending parts submissions created for the vendor
- AR Submitted – Displays the total amount of submitted parts to the vendor
- Total Paid – Displays the total amount paid to the vendor
- Total Due – Displays the total amount of payment due to a vendor
Next to the Total Due column, you’ll see a green arrow
When clicked, you’ll have access to the Vendor A/R Detail report
And in the Vendor A/R Detail page, you’ll be able to view a detailed list of items submitted to the vendor including the following:
- Ticket Number – Displays the jobs ticket number
- Dispatch Number – Displays the dispatch number of the job
- Customer Name – Displays the name of the customer assigned to the job
- Address – Displays the customer’s address
- Date – Displays the assigned date of the job
- Billing Type – Displays whether or not the customer was billed for parts or labor
- Billing Amount – Displays the total amount billed for the job
- Paid Amount – Displays the total amount paid for the job
- Due Amount – Displays the total current amount due for the job
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
