You can create shop jobs two ways:

• Create a new shop job in the Shop Jobs window.

• Save an order as a shop job.

  • When saving an order, enter the required information and click Save As Shop Job.

To create new 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. Click New.

   • Result:

     • For Specific Shop Jobs, the Select Vehicle YMME Description window displays, allowing you to choose the Year, Make, Model and Engine.

       • Make your selection and click Submit.

       • A New Shop Job window displays with the Select New Job Items window displayed over it.

     • For Generic Shop Jobs, a New Shop Job window displays with the Select New Job Items window displayed over it.

4. Complete the Select New Job Items window and click Submit.

   • Result: A New Shop Job window displays.

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

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

6. Complete 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

         • Use this button to access the WORLDPAC catalog.

         • The WORLDPAC application can be used to search for, and add parts to, the order.

         • Refer to Adding Parts to Jobs from the WORLDPAC Catalog for more information.

• Fields:

  • 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^® Manage^SM.

      • 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