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Creating a Daily DOC for Service

Autosoft -

The creation of a Daily DOC for Service begins in the Accounting module, where all DOCs are generated. 

Step 1. From the Dealership Accounting main menu, click Reports & DOC's.

Step 2. Click Standard Daily DOC.

Step 3. On the Daily Operating Control screen, enter the appropriate DOC letter or number into the DOC Number To Use field or click on the appropriate DOC  from the list in the bottom right corner of the screen. For Service, you'll use S.

Step 4. Compile the DOC for the correct month by clicking the appropriate option on the Daily Operating Control menu. 

Step 5. Once the DOC is compiled, it will be available in the Service module.

Step 6. Exit out of the Accounting module.

Step 7. From the FLEX DMS main menu, click on Service to open the Service Writing main menu.

Step 8. Click Reports & Updates.

Step 9. Click Daily Service DOC on the Service Reports/Updates menu. 

Step 10. To allow Parts to view the DOC, check the Allow Parts To View My DOCs box in the lower right corner of the screen.

Step 11. Click the History button to view past Service DOCS.

 

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