Advanced RepairsEnglishالعربيةfrançaisTagalogहिन्दी

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Advanced Repairs Customer Equipment List Customer List Equipment Equipment List Job List Manufacture Manufacture List New Repair Product Product Express List Repair Fault Repair Faults List Repair List Invoice Repairs List Workshop Reports

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.