How to Use Service and Repair

Setting up Items and Locations

You can create a new Service/Repair Location in IN-L-B  Enter/Assign Locations or edit an existing location and designate the location as a Service/Repair Location by entering an S in the Type.  This means that Stock Status calculations such as IN-A or IN-L-S will not include items in this location as available for regular production.  You can have a part On Work Order in the Service/Repair Location and it will not be considered as adding to the Available in IN-A.

You can process Service/Repair orders against your production part numbers if you are in fact repairing something you originally shipped.  You can also create a type N item in IN-B and designate it as a Service item at which time you will also be prompted whether it needs Make, Model and Serial Number information to be entered.

Processing Service and Repair Orders

Service and Repair orders are handled very much the same as production orders with a few exceptions.  The order entry, release and invoicing is handled by the S/R module programs rather than the SO programs but much of the program function is very much like Sales Order processing.  Once the S/R order is converted to a Work Order, the work order is processed like any other, collecting material, labor and processing costs, up to the point of Entering Finished Production.  At that point, the costs on the order are reviewed and it is released for invoicing.  The price to be charged the customer on the invoice can be established based on the costs and components used in the repair can be selected to be itemized on the invoice.  Once the invoice is released, it is printed and posted using the S/R versions of the programs and the invoice posting also processes the Finished Production of the associated Work Order.