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.

In the case of a deposit payment, the normal process is to record the deposit on the quote or order. This way, it will be automatically taken into account when the invoice is issued. The Deposit button is used when a deposit is received without first generating a document (quote, order or invoice), allowing you to record a deposit entry for the transaction. However, when generating the invoice, it is important to remember to link the deposit entry to the invoice so that the accounting is correct. Its use is therefore reserved for companies with rigorous procedures.

The Quote button allows you to generate the corresponding quote, while the Order button allows you to generate the corresponding order.

In both cases, the list of items for the job will be invoiced. In addition, if the job has a product code, it will also be invoiced. If this product code is invoiced by the hour (hour, half-day, day, man-day), the quantity will be automatically calculated based on the start and end dates and times of the job.

The Print button allows you to print the corresponding repair order.

Version	Date	Comments
3.A1.01.02	19/08/25	Migration to A1 format
3.15.40.02	24/03/23	There was an inversion between quote and guarantee, thanks to RSW
3.15.40.01	06/03/23	Recompilation in WD27, switch to Ax format and addition of NetKom status
3.15.35.00	23/02/22	Recompilation in WD26 and adaptation of file opening parameter
3.15.20.00	24/02/21	Update of gf_PIECE_Générer function → 1.1
3.15.17.01	08/10/20	Adjustment of the function for opening the entry screen
3.15.15.02	12/06/20	Removal of unnecessary checkbox on statement (Deposit)
3.15.15.01	11/06/20	Fixed issue with quote and order generation. Quote generation will be operational from Gestan 15.15.05
3.15.14.01	09/05/20	Integration of licence management system.
3.15.05.01	24/04/20	Numerous modifications.
3.15.04.01	08/03/20	Beta (Cugnaux Cycles version).

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