Revising a Repair Order

After you save an Order as a Repair Order (RO) or Counter Sale, if you edit the Repair Order or Counter Sale to add additional parts or services, the Order is flagged as Revised.

  • Orders are not identified as Revised until AFTER they are Saved as RO.

  • Unless you select the Bypass Revision Message flag in the Company Setup window, a warning message displays warning you to authorize Revisions before saving the Revised Order.

To revise a repair order:

  1. From the Work in Progress tab of the Work in Progress window, select the Order and click Edit (or double-click the title of the Order).

    • Result: The Order window displays.

      • Note: In the Order Revision Totals section, the following fields display, depending on state of the Repair Order:

        • Authorized Est: This field indicates the dollar amount of the job that was initially authorized (when first saved as an RO).

        • Additional CostThis field indicates the additional costs on the job.

          • These costs can stem from new items or additional quantities.

        • Revised Est: This field indicates the updated total of the order.

  2. To revise the Repair Order by Adding a Job: Click Add >> and select the type of job to add.

    • New Job - the Add Job window displays

    • Generic Shop Job: The Generic Shop Job Selection window displays.

    • Generic Shop Job Selection: Select Generic Shop Jobs from the list presented and click Submit to add them to the Order, or click Cancel to return to the Order window without adding any Generic Shop Jobs.

    • Specific Shop Job: The Specific Shop Job Selection window displays.

      • Select Specific Shop Jobs from the list presented and click Submit to add them to the order, or click Cancel to return to the Order window without adding any Specific Shop Jobs.

    • Service Interval Job:The Add Service Interval Job window displays.

      • Refer to Adding Service Interval Jobs for further guidance on addiing Service Interval Jobs.

  3. Recommendation: The Recommendation window displays.

    • Recommendation Selection: Select Recommendations from the list presented and click Submit to add them to the Order or click Cancel to return to the Order window without adding any Recommendations.

  4. To revise the Repair Order by Editing a Job: Select a job in the grid and click Edit or double-click on the Job line.

    • Result: The Edit Job or the Edit Service Interval Jobs window is displayed.

  5. Click Revisions to display the Revision window, where you can review the Revision History and add authorization information.

  6. Click Close on the Revisions window.

    • Result: The Order Revision Totals are updated.

  7. Click Save on the Repair Order windows.
    • Result: The Repair Order Revisions are saved.