INTEROR: repair orders (RO) *

MIGRATION TO A1 FORMAT IN PROGRESS.

This extension allows you to use interventions as a basis for managing repair orders, without having to link the interventions to machines.

It allows you to:

• generate repair orders (ROs) derived from Gestan interventions
• generate quotes directly from the RO
• generate orders directly from the RO

Settings can be configured via the Tools menu → Application settings → Extension settings.

Currently:

• Standard status
• NetKom status
• Garage status

This extension works by using additional fields in Gestan, which allow you to enrich the data in the intervention file.

The extension uses the following additional fields: * The equipment model (Lib1)

• Equipment serial number (Lib2)
• Maximum amount authorised for repair (Num1)
• Amount of deposit paid, if applicable (Num2)
• Whether the equipment is under warranty (Bool1)
• Whether a quote has been requested (Bool2)
• Date the equipment was received by the workshop (Date1)
• The expected repair date (Date2)
• The date of purchase of the equipment (Date3)

The intervention form will therefore look like this:

The label field indicates the nature of the intervention. If it is still possible to link the intervention to a ‘machine’ but this is not desired for reasons of process simplification, the intervention label field can be used to indicate the equipment (e.g. ‘lawn mower’).

//Access: Activity → Repair orders //

The screen displays a list of interventions for a given date range and status.

The table's context menu offers two options: * Display generated parts displays column 2, which contains the list of parts generated for the intervention. To speed up display, this option can be disabled. * Direct deposits displays the Deposit button (3). This is useful as it simplifies the process, but requires some attention, which is why it can be disabled.

The D column (1) indicates jobs for which a quote has been requested. It is coloured red if the quote has been requested but not yet provided, and green in other cases, when column 2 is displayed.