Create repair orders

A repair order (RO) tracks the expenses related to a repair. These expenses include:

  • Part costs

  • Labor costs

  • Equipment maintenance costs

  • Costs of other related services

There are two types of ROs: Standard and Vendor. You can create an RO from the Repair Order page or from the Repair Orders Listing page.

To create a repair order:

  1. Go to Menu > Orders > Repair Order.
    The Repair Order page opens.

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    For information on the Repair Order tabs (History, PMs, and so on), see Repair order tabs.

  2. Click New.

  3. In the Repair Order header, make entries in the required fields.
    The system enters the Order Number value automatically.

    If you want, you can make entries in all fields. For details on field definitions, see Repair Order header.

  4. To invoice an RO, enter a value in the Customer field.

    • If the selected unit is assigned to a customer master record, the system enters the customer’s ID in the Customer field automatically.

    • If the unit is a company unit, leave this field blank.

    Note: You must specify a customer ID to create an invoice from an RO. This process requires the purchase of the Invoicing module.

  5. The Repair Type field value defaults to Standard. Do one of the following:

    • If you are creating a standard RO, leave the value set to Standard and continue entering values.

    • If you are creating a vendor RO, select Vendor RO.
      The system adds these fields to the header: Vendor, Remit To Vendor, Pay Method, and Vendor Estimate.

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      Make entries for the vendor RO as needed.

      Required field: *

      Read-only field: §

      Vendor *

      User defined vendor identification number

      Remit To Vendor

      Vendor who should be paid for repairs if it is other than the repairing vendor

      Pay Method §

      Vendor’s default payment method (such as cash , Visa , MasterCard,or Discover)

      The system fills this field automatically based on the pay method specified in a vendor master record. The field value displays when you save the order.

      When a default value does not appear, the system enables this field automatically when you enter a value in the Vendor ID field and then save the repair order.

      Vendor Estimate

      Vendor’s estimated cost for parts and services to repair a unit

  6. Click Save.

Once you have created an RO, you can add sections and lines.