Advanced Repairs - Revision history

Simon Clive at 23:02, 1 December 2013

2013-12-01T23:02:46Z

Eliza at 00:45, 3 March 2011

2011-03-03T00:45:15Z

Eliza at 00:44, 3 March 2011

2011-03-03T00:44:51Z

Admin at 04:24, 19 January 2011

2011-01-19T04:24:53Z

Admin at 04:16, 19 January 2011

2011-01-19T04:16:11Z

Admin: Created page with " More Detail= Product Products Express List Customer Equipment List New Repair Repairs List Advanced Repairs Job List [..."

2011-01-19T04:13:11Z

Created page with "<menu name=myMenu align=center> More Detail= Product Products Express List Customer Equipment List New Repair Repairs List Advanced Repairs Job List [..."

New page

<menu name=myMenu align=center>
More Detail=
[[Product]]
[[Products Express List]]
[[Customer Equipment List]]
[[New Repair]]
[[Repairs List]]
[[Advanced Repairs]]
[[Job List]]
[[Repair Fault]]
[[Repair Faults List]]
[[Repair List Invoice]]
[[Manufacturure]]
[[Manufacture List]]
[[Equipment]]
[[Equipment List]]
[[Customer List]]
[[Workshop Reports]]
</menu>
== Overview ==

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu align="center" name="myMenu">
 More Detail=
 [[Advanced Repairs]]
@@ Line 17: / Line 17: @@
 [[Repairs List]]
 [[Workshop Reports]]
 </menu>
 == Overview  ==
@@ Line 42: / Line 43: @@
 *Back in the Repair the right hand side of the screen has Purchase Order details
 *Drill into a Purchase Order to see the full Purchase Order
 *Right Click on any column heading and select '''Customise Grid'''
 *Make sure you have Equipment Name and Repair # selected to display these columns on the Purchase Order

@@ Line 18: / Line 18: @@
 [[Workshop Reports]]
 </menu>
-== Overview ==
+== Overview  ==
 '''Optional Tabs'''
 Within a repair there are a number of optional tabs including:
 '''Invoices'''
-'''Smart Order'''
+*This tab contains details of any invoices created for this repair
-*This tab contains details of Smart Orders and Purchase Orders for the Repair
+*Each invoice can be drilled into to see the details of the Invoice
-*The left hand side of the screen within this tab is the Smart Order details
+*With an invoice created from a repair you will see an Equip icon to the right of the Company Name which when
 *Drill into the Sart Order detail and you will open the Smart Order
-*Right Click the Smart Order to cusomise the grid.
+clicked shows all the details of the equipment related to the repair that created the invoice
 *Make sure the Equipment Name and the Repair # are selected to show this information on the smart order
 *Back in the Repair the right hand side of the screen has Purchase Order details
 *Drill into a Purchase Order to see the full Purchase Order
-*Right Click on any column heading and select Customise Grid
+*Right Click on any column heading and select '''Customise Grid'''
 *Make sure you have Equipment Name and Repair # selected to display these columns on the Purchase Order
 '''Column Positions'''
 *In the Repairs List, Invoice, Purchase Order or Smart Order screens you can drag any columns to the desired position for
-ease of viewing.  Generally fields further to the left should be the most viewed data
+*In the Repairs List, Invoice, Purchase Order or Smart Order screens you can drag any columns to the desired position for
-'''Repairs Status'''
+*From within the Repair double Click on the '''Status''' - this will open the list of Status Types
-*The status of a repair is shown at the bottom of the repairs screen
+*Click on the last status listed and use the down arrow on your keyboard to create a new Status
-*Manually change the status by selecting a status from the drop down list or you can link a status to an action
+*Click on '''Simple Type Actions''' button - this will open the Simple Type Status screen
-to automatically change the status
+*In the Status column use the drop down list to select the status that you want to be applied after the action in
-'''Automatically Changing the Status'''
+the Choice Column eg. Next to INvoice you might select "Finished" as the status. Doing this would result in the status of a repair automatically being changed to Finished when you invoice the customer.
-*From within the Repair double Click on the '''Status''' - this will open the list of Status Types
-*Click on the last status listed and use the down arrow on your keyboard to create a new Status
-*Click on '''Simple Type Actions''' button - this will open the Simple Type Status screen
-*In the Status column use the drop down list to select the status that you want to be applied after the action in
 the Choice Column
-eg. Next to INvoice you might select "Finished" as the status.  Doing this would result in the status of a repair
 automatically being changed to Finished when you invoice the customer.

← Older revision		Revision as of 00:44, 3 March 2011
Line 19:		Line 19:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	'''Optional Tabs'''
		+
		+	Within a repair there are a number of optional tabs including:
		+
		+	'''Invoices'''
		+	*This tab contains details of any invoices created for this repair
		+	*Each invoice can be drilled into to see the details of the Invoice
		+	*With an invoice created from a repair you will see an Equip icon to the right of the Company Name which when
		+	clicked shows all the details of the equipment related to the repair that created the invoice
		+
		+	'''Smart Order'''
		+	*This tab contains details of Smart Orders and Purchase Orders for the Repair
		+	*The left hand side of the screen within this tab is the Smart Order details
		+	*Drill into the Sart Order detail and you will open the Smart Order
		+	*Right Click the Smart Order to cusomise the grid.
		+	*Make sure the Equipment Name and the Repair # are selected to show this information on the smart order
		+
		+	*Back in the Repair the right hand side of the screen has Purchase Order details
		+	*Drill into a Purchase Order to see the full Purchase Order
		+	*Right Click on any column heading and select Customise Grid
		+	*Make sure you have Equipment Name and Repair # selected to display these columns on the Purchase Order
		+
		+	'''Column Positions'''
		+	*In the Repairs List, Invoice, Purchase Order or Smart Order screens you can drag any columns to the desired position for
		+	ease of viewing. Generally fields further to the left should be the most viewed data
		+
		+	'''Repairs Status'''
		+	*The status of a repair is shown at the bottom of the repairs screen
		+	*Manually change the status by selecting a status from the drop down list or you can link a status to an action
		+	to automatically change the status
		+
		+	'''Automatically Changing the Status'''
		+	*From within the Repair double Click on the '''Status''' - this will open the list of Status Types
		+	*Click on the last status listed and use the down arrow on your keyboard to create a new Status
		+	*Click on '''Simple Type Actions''' button - this will open the Simple Type Status screen
		+	*In the Status column use the drop down list to select the status that you want to be applied after the action in
		+	the Choice Column
		+	eg. Next to INvoice you might select "Finished" as the status. Doing this would result in the status of a repair
		+	automatically being changed to Finished when you invoice the customer.

@@ Line 7: / Line 7: @@
 [[Equipment List]]
 [[Job List]]
-[[Manufacturure]]
+[[Manufacture]]
 [[Manufacture List]]
 [[New Repair]]
 [[Product]]
-[[Products Express List]]
+[[Product Express List]]
 [[Repair Fault]]
 [[Repair Faults List]]