To make the printing of the Gate pass documents available in Point-of-Sale, there are some conditions to be met
Activate Gate pass parameter is selected
Stationary format of the Gate pass document needs to be available
Terminal number the user is logged on is allowed to print the Gate pass document
Printer is linked to the specified terminal number
The user has sufficient priority
Return keys parameter is set to Manual or Automatic
WIP number is mandatory
Note: Please make sure you have set up the parameters of the Gate pass functionality.
The Gate pass functionality can behave in two different ways, depending on the Return keys parameter set in WL System parameters
Gate pass printed when returning a vehicle to the customer
Gate pass printed when invoicing the WIP
What do you want to do?
Print the gate pass when returning a vehicle to the customer
When all conditions are met and the Return keys parameter is set to Manual in the WL system parameter, the Gate pass can be printed when the vehicle is returned to the customer. To return the vehicle to the customer, you must make sure that the vehicle on the WIP is taken into possession (the vehicle is received into the workshop).
To print the Gate pass document
Select from the Main menu the Point of Sale option, combined with the concerned company.
The Point Of Sale menu is displayed.
Select from the Point of Sale menu, the Point-of-sale option.
When applicable make a selection of Service.
In addition, (if needed) choose an operator.
The Point Of Sale form is displayed.
Open the concerned WIP.
The WIP is displayed in the Service Point Of Sale form.
Select Load from the Workshop menu.
The Workshop Launch Control form is displayed.
Click the Check In/Out button in the This Job group on the Workshop Launch Control form.
The Check In/Out form is displayed.
Select Return vehicle to customer, when the vehicle is being released from the workshop.
Complete the Mileage out field with the mileage on the vehicle.
Click OK, to continue
The Gate pass printed message is displayed, if the Gate pass is printed.
Click OK
The Gate pass itself is printed on the printer set up in the Gate pass parameters.
Note: That only one Gate pass can be printed per WIP.
The Gate pass number is displayed on the Vehicle tab of the WIP on the Service Point of Sale form.
When all conditions are met and the Return keys parameter is set to Automatic in the WL system parameter, the Gate pass can be printed when the WIP is invoiced. To invoice a WIP you have to make sure that the WIP is financial ready for completion and the WIP contains Labour lines.
To print the Gate pass document
Select from the Main menu the Point of Sale option, combined with the concerned company.
The Point Of Sale menu is displayed.
Select from the Point of Sale menu, the Point-of-sale option.
When applicable make a selection of Service.
In addition, (if needed) choose an operator.
The Point Of Sale form is displayed.
Open the concerned WIP.
The WIP is displayed in the Service Point Of Sale form.
Select Action from the File menu.
The Action For ... form is displayed.
Click Print, to print the invoice.
The Gate pass printed message is displayed, if the Gate pass is printed.
Click OK
The Gate pass itself is printed on the printer set up in the Gate pass parameters.
Note: That only one Gate pass can be printed per WIP.
After reloading the WIP, the Gate pass number is displayed on the Vehicle tab on the Service Point of Sale form.
Workshop Loading Integration with Point-of-Sale
Checking Vehicles in to the Workshop
