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<< Click to Display Table of Contents >> Navigation: Work Processing > Work Processing Troubleshooting |
Even in a well organized shop, questions and mistakes will occasionally occur during work processing.
MLS 2026 was designed to:
•Protect the integrity of your records
•Prevent common errors
•Make corrections possible when needed
Most problems are caused by:
•Skipped steps
•Unsaved entries
•Incorrect workflow order
•Misunderstanding Estimate versus Invoice processing
This section provides solutions to the most common work processing concerns.
•The Add button was not pressed before entering the part
•The Save button was not pressed afterward
•The user moved to another record before saving
1.Press:
oAdd
2.Enter the part information
3.Press:
oSave
Remember:
•Typing into fields without first creating a new record does not permanently store the information.
A user changed a part number instead of deleting the original part entry.
If a wrong part is entered:
1.Highlight the incorrect part
2.Press:
oDelete
3.Add the correct part as a new entry
•Overwrite an existing part number
Doing so prevents MLS 2026 from:
•Restocking inventory properly
•Tracking sales correctly
•Maintaining accurate reports
The user changed the workorder Type directly instead of using:
•Convert
Always use:
•Convert
from the General tab when changing:
•Estimate → Invoice
The Convert utility properly:
•Transfers parts
•Removes inventory
•Converts labor status
•Maintains accounting integrity
Simply run:
•Convert
again.
MLS 2026 will only display:
•Items not already converted
You may repeat the conversion process as many times as necessary.
•Tax rate changes
•Discounts applied
•Unsaved entries
•Manual changes to fees
•Incorrect quantities
Go to:
•Totals tab
Then press:
•Re-sum
MLS 2026 will:
•Recalculate all totals
•Verify entries
•Restore proper calculations
•Wrong tax rate selected
•Client marked tax exempt
•Parts flagged non-taxable
•Discount applied after tax calculation
1.Review:
oTax boxes on parts and labor
2.Verify:
oClient tax status
3.Check:
oWorkorder tax rates
4.Press:
oRe-sum
If discounts were applied manually:
•Tax may require manual adjustment
Simply reopen:
•Payment Posting
and enter the correct values.
MLS 2026 retains:
•The latest saved payment values
Incorrect entries are replaced automatically.
•Payment posting incomplete
•Workorder not marked complete
•Open balances without A/R account
•Missing required information
Verify:
•Payments are posted
•Close Today box is checked
•Client has valid A/R account if balance remains
•Totals are correct
•Required data fields are completed
The client does not yet have:
•An A/R account
1.Create the client’s A/R account
2.Re-enter payment posting
3.Save again
MLS 2026 temporarily stores unresolved balances until the account is created.
•Timer not stopped
•Wrong labor item selected
•Manual Actual time entry errors
Review:
•Actual time field
Correct manually if needed.
Future prevention:
•Always stop timers immediately when work ends
Do NOT delete the workorder.
Instead:
•Reassign it to another client or vehicle
OR
•Use it for the next appropriate service
Deleting workorders creates:
•Numbering gaps
•Audit concerns
•Apparent missing income records
Use:
•Vehicle → Select/Edit Vehicle
Choose the correct vehicle and:
•Exit
•Confirm replacement
The workorder will then be reassigned correctly.
Verify:
•Printer power is on
•Printer is online
•Paper is loaded
•Windows recognizes the printer
•Correct printer selected
If using:
•Alternate Printer
verify the selected device is correct.
•Email setup is completed
•SMTP or MAPI settings are correct
•Internet connection is active
•Authentication information is correct
If using:
•Gmail or Outlook OAuth
verify the account connection remains active.
•Internet connection is active
•Merchant Services setup is complete
•Correct provider selected
•Merchant credentials entered properly
If problems continue:
•Contact the Merchant Services provider first
•CRM OK box unchecked
•Carfax not activated
•VIN missing or invalid
•Auto Updater not transmitting data
Verify:
•Valid VIN entered
•Carfax activated
•Auto Updater functioning properly
Recommendations remain active until:
•Completed
OR
•Manually removed
Open:
•Needs
Highlight the completed recommendation and:
•Delete it
This marks it as resolved while preserving history.
The checklist was never added to the workorder.
Open:
•Inspection tab
Then press:
•Add
The checklist will then be created for that workorder.
•Network problems
•Antivirus scanning data folders
•Server sleep mode
•Low disk space
•Damaged indexes
•Verify network speed
•Disable sleep mode on server
•Check free drive space
•Rebuild indexes
•Exclude MLS data folders from aggressive antivirus scanning
When something appears incorrect:
Most major accounting and inventory problems are caused by:
•Continuing after an error is noticed
MLS 2026 contains extensive protections, but careful workflow habits remain extremely important.
•Save frequently
•Never overwrite part numbers
•Use Convert for Estimates
•Verify totals before closing
•Print and review invoices
•Check Daily Receipts before Daily Closing
•Track technician time accurately
•Maintain backups daily
•Train all operators consistently
Most work processing concerns are:
•Easy to correct
•Preventable
•Caused by workflow shortcuts
MLS 2026 was designed around:
•Accountability
•Accuracy
•Audit protection
•Long-term record integrity
Careful work habits combined with proper use of the system will produce:
•Accurate accounting
•Better profitability
•Improved customer confidence
•Strong operational control