Creating an Internal Repair Order

Overview

There are 2 types of Repair Order, Internal & External.

• Internal
  • Repair
    • Taking broken item in my inventory and repairing it to keep it in stock.
• External
  • Return & Repair for Customer
    • Customer sends in a broken unit, you fix it and return it to the Customer
  • Return & Repair for Stock
    • Customer sends in a broken unit, you fix it and return the Repaired Item to Stock
  • Return & Replace
    • Customer sends in a broken unit and you Replace the Item, sending them a Replacement immediately after inspecting the unit.

Enabling Repair Orders and Setting Repair Preferences

Learn More About External Repair Orders

Creating an Internal Repair Order

• Click on the Create New drop-down and select Repair Order
• Alternatively click on the Open Full List drop-down and select Repair Orders
  • Then click New Repair Order

• Select the Date and Estimated Completion Date
• Pick the Internal Repair Type
• Select the Item
• Pick the Lot / Serial Number
• Pick the Location and Bin
• Enter the Quantity for Repair
• Assign an Employee if necessary
• Click on the Descriptions and Notes Tab
  • Write a Description for the Repair
  • Enter specific Technician Notes
• Click on the Custom Tab
  • Fill in any specific Custom Fields if necessary

• Add Components that are necessary for the repair, very similar to a Work Order
  • The Estimated Quantity is what you think you'll need, when you click the Allocate button it will Allocate all
  • The Quantity column is the true amount that was used.
  • You can enter a Std. Cost and a Value Amount
• Click on the Problem Codes column
  • Add Problem Codes to show the recurring issues that are happening to the Item
• Repair History, Linked Documents, Movement History, Attachments, Open Activities, Activity History
  • All these columns are similar to Work Orders and other Documents
• Click on Allocate and set the Status to Approved
• Click on the Actions drop-down and select the correct Action when the Repair Order is ready to move forward:
  • Write Off
    • Write off the Inventory as Lost, Repair Failed
    • Inventory Adjustment to reduce the inventory
  • Return to Inventory
    • Return to Inventory, Repair Completed
    • Prompted whether or not to capitalize on the cost of the Repair. Yes = Value Adjustment and close Repair. No = No Value Adjustmnet and close Repair. 
  • Create vendor return
    • Return to vendor for a credit
    • Can create Debit Memo
• Selecting these sets the Status of the Repair Order to Closed