Repair Manager Procedures

NOTE: USE THIS METHOD WHEN THE CUSTOMER ISSUES A PURCHASE ORDER BEFORE THE PART ARRIVES TO YOUR RECEIVING DOCK

1. CREATE REPAIR ORDER (S.O.) FOR CUSTOMER
1. OPTION A
1. Click on "Operations".
2. Select Repair Manager.
3. Click on "Add".
4. Double click on the Customer selected.
5. This will create the Customer Repair Order (S.O.)
6. Continue with Option B’s steps 5-10.
2. OPTION B
1. Click on "Orders".
2. Click on "Add".
3. Select the Customer from the list and click on "OK".
4. Change Sales Order Type to Repair Order (S.O.).
5. Enter Header information and click on "OK" to save.
6. Add lines to Repair Order: Click on "Add" for each new line or use the down arrow key on your keyboard to add a new line.
   
   (Using the TAB key to the end of the line will generate a new line as well)
7. Choose the line type and double click on the part number selected from list
8. Enter all other relevant data pertaining to each line.
9. Click "OK" to save the Sales Order.
10. Click on "Print" to print the Sales Order to the Customer.
2. LINE TYPES:
1. Type 04 – Repair Part & Charge. This will add/deduct quantity and cost to/from inventory.
2. Type 35 – Repair Charge only. Does not add quantity/cost to/from inventory.
3. Type 38 – Repair Customer Part. Upon receiving, the repair cost will not be added to inventory cost.
3. CREATE REPAIR RECEIVER (FROM SO)
1. Click on "Receiving".
2. Click on "Add".
3. Select "Repair Receiver (From S.O.)"
4. Double click on the Repair Sales Order selected.
5. Double click on each line and enter quantity received.
6. Enter W/H number, Bin Location and any trace information required.
7. Click OK twice to save Receiver
8. Click on "Upd" and select "Update Stock"
9. Click on "Upd" and select "Close Receiver"
   
   NOTE: If parts are serialized, you must enter a serial Number for each part.
4. PRINT REPAIR RECEIVER FORM (Optional)
1. Click on "Print" (Receiver has to be saved before printing is enabled)
2. Click on the "Print Repair Receiver Form" menu option
3. "Preview" the Form before printing

NOTE: USE THIS METHOD WHEN THE PART IS RECEIVED TO THE DOCK, ACCOMPANIED BY THE CUSTOMER PURCHASE ORDER

1. CREATE REPAIR RECEIVER (WITHOUT SO)
1. Click on "Receiving" (on the sales menu)
2. Click on "Add".
3. Select "Repair Receiver (Without S.O.)"
4. Select a customer from list and click OK
5. A receiver will be created. Enter header information and click OK to go to lines
6. Click on ADD and ad line items received
7. Enter W/H number, Bin Location and any trace information required.
8. Click OK twice to save Receiver
9. Click on "Upd" and select "Update Stock"
10. Click on "Upd" and select "Close Receiver"
11. Click UPD and select "Create SO". A sales order will be created with all the information copied from the receiver to the sales order
12. In the sales order enter the customer PO number and click OK to save
    
    NOTE: If parts are serialized, you must enter a serial Number for each part.
2. PRINT REPAIR RECEIVER FORM (Optional)
1. Click on "Print" (Receiver has to be saved before printing is enabled)
2. Click on the "Print Repair Receiver Form" menu option
3. "Preview" the Form before printing
3. CREATE REPAIR ORDER (P.O.) TO VENDOR
1. OPTION A
1. Click on "P.O. "
2. Click on "Add"
3. Pick the Vendor from the list and double click to select line.
4. Change the P.O. Type to Repair Order (P.O.).
5. Fill all the information on the header and click "OK" to save.
6. If the repair is for a customer part, you must convert from the S.O., click on "Optn" and select "Convert from Sales Order".
7. Double click the "S.O." to be converted.
8. Double click on each line you want to convert.
9. Verify/adjust the information as needed (line type, quantity, cost, ship dates) and click OK to save the line.
10. Click "OK" to save all lines selected (lines will appear in the Purchase Order lines).
11. Click "OK" to save Purchase order.
12. Click on "Print" to print Purchase Order to the Vendor.
2. OPTION B
1. From SO Options Menu select "Auto PO by Recommended".
2. A purchasing interface screen will show up allowing selection of vendors other than the recommended one (select a vendor by clicking on the "Folder" icon above the part number)
3. Click on OK to generate the PO
4. Click on "Edit" to edit the PO
5. Change the P.O. Type to Repair Order (P.O.) on the Header.
6. Fill all the information on the header and click "OK" to save.
4. LINE TYPES:
1. Type 04 – Repair Part & Charge. This will add/deduct quantity and cost to/from inventory.
2. Type 35 – Repair Charge only. Does not add quantity/cost to/from inventory.
3. Type 38 – Repair Customer Part. Upon receiving, the repair cost will not be added to the inventory cost
5. CREATE PURCHASE SHIPPER TO VENDOR
1. Click on "Pick & Ship".
2. Click on "Add".
3. Double click on the Repair Order (P.O.) from the list.
4. Select the line that you want to ship. (For multiple lines, hold Ctrl + left mouse click).
5. Click "OK" to convert the PO line(s).
6. Click on "Edit".
7. Click on "Lines".
8. Double Click on the line(s) to be shipped.
9. Select Warehouse location and enter the quantity to be shipped from this location.
10. Click "OK" to save line.
11. Click OK to save Purchase Shipper.
12. Click on the "Print Picking Ticket" or "Packing Slip" menu option
13. Click on "Upd" and select "Update Stock".
14. Click on "Upd" and select "Close Purchase Shipper".
6. CREATE PURCHASE RECEIVER
   
   Before receiving, make sure the Repair Order PO has the correct repair price. It is possible to change the price at the receiver, but it’s always recommended to have the correct price before receiving.
1. Click on "Receiver" (in the purchasing menu)
2. Click on "Add"
3. All open Purchase Orders will show in list.
4. Double click on the Repair Order (P.O.) to be received.
5. Double click on each line and enter quantity received.
6. Enter W/H number, Bin Location and any trace information required
7. Click OK twice to save Receiver
8. Click on "Print" to print the receiver.
9. Click on "Upd" and select "Update Stock"
10. Click on "Upd" and select "Close Receiver"
    
    NOTE: If parts are serialized, you must enter a serial Number for each part.
7. CREATE VENDOR INVOICE FOR THE RECEIVER
1. Click on "Receiving".
2. Double click on the Closed Purchase Receiver.
3. Click on "Upd" and select "Create Invoice"
4. A window will prompt you to enter the Vendor’s Invoice number, invoice amount and Invoice date. Enter that data in the Acct Tab of the Receiver.
5. Click OK to save Invoice
6. Click "Aprv" to approve invoice for payment.
8. CREATE SHIPPER PICKING TICKET / PACKING SLIP TO CUSTOMER
1. OPTION A
1. Click on "Orders".
2. Double click on the Sales Order selected.
3. Click on "Optn".
4. Select "Create Pick Ticket".
5. Select "Select All Open Lines (Quantity back > 0)".
6. Mark the line items to be shipped.
7. Click "OK" to save (A pick ticket will be generated).
8. Click on "Edit" to edit the Pick Ticket.
9. Click on "Lines"
10. Double Click on the line to be shipped.
11. Select Warehouse location and enter the quantity to be shipped from this location
12. Click "OK" to save line.
13. Click "OK" to save Pick Ticket.
14. Click on "Print" and print Pick Ticket and Packing Slip
15. Click on "Upd" and select "Update Stock".
16. Click on "Upd" and select "Close Pick Ticket"
    
    NOTE: If parts are serialized, you must enter a serial Number for each part
2. OPTION B
1. Click on "Pick & Ship".
2. Click on "Add" and click on the 3-dots (next to S.O. No).
3. Select the S.O. from the list and click "OK" to save.
4. Mark the line items to be shipped.
5. Click "OK" to save (A pick ticket will be generated).
6. Click on "Edit" to edit the Pick Ticket.
7. Click on "Lines".
8. Double Click on the line to be shipped.
9. Select Warehouse location and enter the quantity to be shipped from this location
10. Click "OK" to save line.
11. Click "OK" to save Pick Ticket.
12. Click on "Print" and print Pick Ticket and Packing Slip
13. Click on "Upd" and select "Update Stock".
14. Click on "Upd" and select "Close Pick Ticket"
    
    NOTE: If parts are serialized, you must enter a serial Number for each part
3. OPTION C
1. Click on "Sales Orders"
2. Double click on sales order selected.
3. Click on "Optn".
4. Select "Speed Ship – Auto reserve Pick Ticket" Option.
5. In the Auto-reserve screen, mark the option "Reserve only lines converted to PO and Received" and click OK
6. A pick ticket will be created automatically selecting the part to be shipped from the correct location
7. Click OK to save pick ticket
8. Click on "Print" and print Pick Ticket and Packing Slip
9. Click on "Upd" and select "Update Stock".
10. Click on "Upd" and select "Close Pick Ticket"
9. CREATE INVOICE TO CUSTOMER
1. OPTION A
1. Click on "Pick & Ship".
2. Double click on the selected Picking Ticket.
3. Click on the "Upd" button and "Create Invoice".
4. Enter any additional charges for Freight, etc.
5. Click "OK" to save Invoice
6. Click "Aprv" to approve invoice for Accounts Receivable.
2. OPTION B
1. Click on "Invoice".
2. Click on "Add" and select SO Invoice.
3. Double click on the Customer from the list
4. Mark the Pick Ticket you want to invoice.
5. Click "OK" to create Invoice.
6. Enter any additional charges for Freight, etc.
7. Click "OK" to save Invoice
8. Click "Aprv" to approve invoice for Accounts Receivable.
10. PRINT SALES INVOICE
1. Click on "Invoices"
2. Double click on the selected Sales Invoice.
3. Click on "Print" (printing will automatically put the Invoice in A/R).
4. "Preview" the Form before printing.