Summary Tab Parts Management

This lesson explains how to manage parts.

  1. Navigate to Summary tab:
    • Click on Order Management tab.
    • Click on blue Service Order ID.
  2. Scroll down to Parts section to display Parts information.
  3. Update Parts status:
    • Select Check box of part.
    • Click    button.
    • Click drop down arrow and select appropriate choice.
    • Click    button.
  4. Edit Part Info:
    • Click Part Number.
    • Edit appropriate information.
      • Unit Cost= Actual cost to purchase the part
    • If available, click    button and search for Invoice you would like to Upload and click    button.
    • Click    button.
  5. Add an Invoice Number:
    • Click on Part Number where Proof of Invoice is needed.
    • Enter in Invoice Number.
    • Click on Save button.
  6. Update Invoice:
    • Click on Invoice Number.
    • Edit appropriate Part information if needed.
    • If available, click    button and search for Invoice you would like to Upload and click    button.
    • Click    button.
  7. Add Part:
    • Click    button.
    • Enter Part number.
    • Click on Search button.
    • Select checkbox of appropriate part(s) to add.
    • Click    button.
  8. Viewing Completion Summary (with parts)
    • After claim submission for payment, the Completion Record will display the Provider Payment. This is the amount the Firm will be paid for the corresponding service order.
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