Send unit to another vendor for the same road call

If you have to send a unit to another vendor for repair for the same road call:

  1. Change the Status of the road call to OPEN. Select Save in the upper right corner under your name.

    The Road Call page.

  2. Add your notes and location.

  3. Select the Components tab and highlight the Component again.

  4. Select +Vendor RO in the upper right corner.

  5. When the Managed Forms pane opens, change the Vendor to whoever you are sending the unit to.

  6. Select Save.

    Note: By doing this, you create a new repair order and purchase order for the same road call without having to create a new road call.

    The repair order with the Vendor field and Save button emphasized.

  7. Add the needed parts, services, and labor.