Working with Repair Orders

Section 5: Main Modules > Repair Orders/Invoices

Working with Repair Orders

- third-party billing and multiple-party billing

- receiving items for repair

- estimating an entered repair order

- researching a problem

- ordering and waiting for parts

- subcontracting an item for repair

- completing a repair

- returning a repaired item to the customer

- preparing a repair invoice

- looking up history for a repeat repair

- looking up a warranty card

- looking up a serial number notice

Automatically Identifying Repeat Repairs

Approving a Repair Estimate

- instructions

automatic approval based on module option

Repair orders can be replicated in order to support billing to multiple parties. To replicate a repair order, select the record in the browse and then select Replicate Repair Order from the File menu or the context menu (see Context Menus). See Multiple-Party Billing for further instructions on working with replicated repair orders.

Printing a Repair Form

See Form Types for a complete description of each of the repair forms, and Selecting a Form for information on how to select each form for printing. Additionally, see Form Options for information on configuring form printing options, and Custom Forms for information on customizing forms.

See also Batch Printing Forms for information on printing batches of repair forms.

Printing a Repair Label

See Label Types for a complete description of each of the repair labels, and Selecting a Label for information on how to select each label for printing. Additionally, see Label Options for information on configuring label printing options, and Custom Labels for information on customizing labels.

Paying a Repair Invoice

See

- Payment methods and setup

Paying Individual Invoices

for information on paying repair invoices.

See also, Paying Batches of Invoices for information on paying batches of invoices.

Changing a Repair Status

To change the status of a repair order without opening it, select the record in the browse and then either select File Change Repair Status from the main menu or select Change Repair Status from the context menu (see Context Menus). Optionally, at the top of the browse window, click the Status button or press the Alt+S key combination to display a dropdown menu of statuses. The current status of the selected repair order will have a dot next to it. Select the new status from the menu.

All automated actions that would normally occur by opening the repair order, changing the status, and then saving the repair order will still be processed. These actions include updating appropriate date fields (see Editing Repair Orders), and prompting to print the appropriate repair form (see Printing Forms While Saving a New or Edited Record).

Recording Exchanges or Replacements

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Working with Repair Orders On-Line