Adding a Line

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Adding a Line

Actions buttons apply to the quote being worked on. These options can vary between documents (Quotes, ROs, etc.) but are always found in the same area of the screen. These buttons perform actions that affect the entire document that is being worked on. The buttons on the Repair Order are the following:


2. Generate Repair Order (RO)

This button will give you the live view of the Repair Order that will be sent to the vendor. In addition to viewing the document, you also have the option to send the Repair Order directly by Clicking the “Send Email” button which will email the Vendor a copy of the RO.


3. Generate Release

Releases are equivalent to a pick ticket, and clicking the generate release button allows you to create a release. Generating a release is described in detail in another lesson.


4. Mass Update

This button allows you to select multiple lines, and then perform an action to all of them rather than having to edit each line one by one.


5. Edit

Although you can view and edit the header information for a Repair Order using the “Header” tab (described below), this button also allows you to edit the header information of the Repair Order.


6. Delete

To delete this Repair Order.


7. Status Indicator

A green status bar indicates completed fields, and blue represents in progress. Statuses can be changed manually by clicking the new status and then clicking the “Mark Status as Complete.”

8. Status indicator

New: New Repair Order has been created but no lines have been added yet.

Sent to Vendor: The new Repair order has been sent to Vendor along with the lines.

Shipped: This status indicates that all the quantities on this Repair Order have been shipped.


9. Status Indicator

Shipped Estimated Receive: Estimated cost of repair order has been entered.

Received – Completed: Repair order has been fully received.

Cancelled: The Repair Order cancelled and is no longer valid.

10. Header

This tab holds all of the header data on the Repair Order such as Vendor, Urgency, Contact, etc.


11. Lines

The lines tab shows all the information about the Quote lines. The lines tabs contains fields such as quote lines, part information, tag & trace, and comments.


12. Lines List View

This tab will show all the lines on the Repair Order where they can be edited without clicking on each line.


13. Releases

This tab shows all the releases for the repair. Many times there is just a single release for each Repair Order, but if multiple releases have been generated all will be shown in this tab.


14. Receipts

The receipts tab shows all the receipts for this Repair Order. Each time a part is received for this Repair Order a new record is generated. All release records can be seen in this tab.


15. Activity

The activity tab shows all the various activities tied to this quote. For instance when the RO is emailed to a vendor. In addition, you can send emails, create tasks, and log calls all tied to this quote.


16. Audit Trail

The audit trail shows a full list of all changes to fields within the Repair Order. This tab shows the old value, new value, and who modified the field.


This tab shows all related fields to this quote. It essentially gives you a single view of all the information linked to this quote.


18. Line Actions

New: Creates a new Repair Order Line.

Edit: Allows you to edit the currently selected line.

Note: Edit will appear once a line has been added.

19. Note

The red asterisks are required fields and must be filled in for each Repair Order.


20. Original Part Number

The part number that you would like to repair.


21. Select Inventory

The select inventory button allows you to select the inventory lines you would like to repair. With this option, you can select single or multiple inventory lines.


22. Inventory

After clicking the inventory button, you are presented with a screen that allows you to select the specific inventory you would like to repair.  (Ex: INV-15, etc.) This screen also shows columns of information that allow you to select the right inventory lines.


23. Quantity to Repair

This field indicates how many you would like to repair. This quantity cannot be more than the available quantity for the inventory line selected.


24. Repair Type

Repair type is used to segment repair orders for reporting. This field is customizable and can be used to report on different repair types.


25. Bench Test Only ?

This field lets the vendor know that this repair order is for a Bench Test Only rather than a full repair.


26. Expected Part Number

By default this field will default to the original part number selected. This can be changed if the repair to the part will change the part number. If this part number is different from the original part number, when the part is received back from the vendor this part number will be used.


27. Expected Part Condition

The expected condition of the part when it returns from the vendor.


28. Expected Part Serial

By default the serial number will be the same as the original serial number, but this can be changed to a different serial number.


29. Expected Part Warehouse

This warehouse is the virtual warehouse that will be used when the part is received. For additional information on warehouses, please see the administration training module.


30. Financial

Estimated Unit Repair Cost: This field is strictly informational and used to hold an initial estimate of the costs to repair the unit.

Final Unit Repair Cost: This is the cost used in the inventory line’s repair cost when the part is received. If this field is empty, an indicator will be shown on the receiving screen to alert the operations department.

Expected Part Market Value: This is an optional field to hold the expected value of the part after the repair is complete.

31. RO Dates

Initial Promise Date: Original delivery date from the vendor.

Updated Promise Date: Updated delivery date from the vendor.

Expected Delivery Date: Final delivery date from the vendor.


Internal comments: Are restricted to company only. These comments are not shown on any form sent to customers or vendors.

External comments: These comments display and are printed on the repair order line.

33. Click on Save

To save the new Repair Order.