Attaching an Order to a Stock Record

If the selected acknowledgement record has not been automatically linked to an existing stock record, you can link it manually.

Note: Strict validation rules govern the vehicles to which an acknowledgement can be linked, so use this facility with caution.

To attach an order to a stock record:

Tip: If you do not yet have the Vehicle Order Acknowledgements form displayed, follow the checking for new order acknowledgements procedure. During that process you set the applicable VS company and dealership, and you load the required acknowledgement file(s).

Select Attach to stock record from the acknowledgement line's right-click menu.

The Attach order to stock record form is displayed.
Enter a Stock number, press the TAB key, and click OK.

Tip: Use the Stock number Ellipsis button to populate the grid with a list of possible matches. (The basic criterion in populating the grid is a matching ORBIT number.) Enter a Stock number by double-clicking its line and click OK.

An Attach order to VSB record: [record number] dialog is displayed.
Click the Attach button.

The dialog box closes, the acknowledgement's order record having been linked to the selected VSB stock record.

Note: Cancel returns you to the Vehicle Order Acknowledgements form.

Attach Order to Stock Record Form

This form is displayed when you right-click a grid line on the Vehicle Order Acknowledgements form and select the Attach to stock record option from the pop-up menu.

Note: Strict validation rules govern the vehicles to which an acknowledgement can be linked, so use this facility with caution.

Stock number: Identifies a vehicle record.

Tip: Use the Ellipsis button to select a vehicle from a list of possible matches.

Grid:

Stock No.: Identifies the vehicle record.

Description: From the vehicle stockbook record.

St: Stock vehicle account status.

Invoice date: When the invoice takes effect.