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The Third Party 
button allows users to enter/edit Third Party information for a Shop Work Order that is being created for a third party. While customer detailed can be specified in various fields in this Customer Orders pop-up, the specific Customer Contract is linked to the Shop W/O through the Shop W/O Sell tab.
Populate all mandatory and desired information in the Shop W/O window. Select the Third Party checkbox and save the record.
The Third Party checkbox must be selected on the General tab of the Shop Work Order Detail window for the Third Party button to be active.
After saving the information in the Shop Work Order Detail, General tab, the system will display the Customer Orders Window.
The user can also trigger this window by selecting the Third Party button.
Some of the fields in the Customer Orders, General tab will auto populate from the information already populated and saved in the Shop Work Order. Populate all mandatory fields and click on the Save 
button.
Once the Customer Orders, General Tab is populated, the user may choose to populate the other tabs in the window:
The user must link a contract to the Customer Order via the Customer Order, W/O Sell Tab.
Additional information can be viewed and included through the Customer Order, Informational Tab and the Notes 
button.
Third Party Work Order Process
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©1997-2026 Trax USA Corp. All rights reserved. This manual may not be copied, photocopied, reproduced, translated, or converted to any electronic or machine-readable form, in whole or in part, without prior written approval from Trax USA Corp. |
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