OEConnection® (OEC) Tasks

Use the Tasks menu on the Whiteboard to view OEC (OEConnection®) tasks:

Using a product called CollisionLink, OEConnection® allows you to order Original Equipment (OE) parts electronically from within the collision repair industry. If you have been licensed for an interface to CollisionLink by OEConnection, you have the option to view tasks on the OEC Tasks tab. When a part is ordered using CollisionLink, communication from the vendor appears as a task in the OEC Tasks tab.

How to

  1. On the Whiteboard, click the Tasks menu and select OEC Tasks. The OEC Tasks tab will appear.
  2. Filter the tasks by specifying the dates between which the OE parts have been ordered. Select the dates in the Ordered between field, using the calendars for beginning and ending dates.
  3. In the Select field, select All parts/orders or Status to filter by the status of the order.
  4. If you select Status, determine the status to be used for the filter by choosing a status from the list in the body of the tab.
  5. Click the Apply Filter button.
  6. To clear the Select All or Status filters that have been applied, click the Reset button at the top far right of the tab.

Reference

Field Description
Columns

Date/Time

Date and time the task was created.

Type

Type of task; available types are Purchase Order (PO), Quote, or PO Vendor Add.

PO Number

Purchase order number. If this number appears in black, it is from RepairCenter. If this number is red, the PO is from the vendor.

Status

Choose from Delivery Acknowledged, Delivery Confirmed, Delivery Error, or Delivery Pending.

# Notes

If notes exist, the number of notes is shown here.
Buttons, Lists, and Boxes

Ordered between

The dates between which tasks will be filtered and listed.

Select

Filters by All parts/orders or Status of orders.

having

If Status is selected, this list allows you to choose a status of Delivery Acknowledged, Delivery Confirmed, Delivery Error, or Delivery Pending.

Apply filter

This button, if clicked, applies the filter(s) selected above.

Reset

This button, if clicked, changes the Select filter back to All.
Bottom Section

OEC POs

Totals for purchase orders related to OEC.

Number of POs

A count of the OEC POs in the list above.
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