Users within a specific role have the ability to create service & repair jobs within the system.
Quotations for Service and Repairs are created from the Job and are populated by the Job Misc. Charges and Maintenance dataset.
Select Yes to continue, or No to cancel the operation.
Enter the Award date and select OK to continue.
Select OK.
Note: The Job Details screen will automatically appear.
Once the Asset Numbers have been assigned to the Mobilisation Request(s), return to the Job Details screen.
Complete the relevant fields on the Maintenance (hdr): -
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Maintenance Title: | Enter Service and Repair for example |
Asset Number: | Enter the Asset Number or use the binocular lookup. |
Planned and Unplanned: | This will default to Unplanned |
Job Number: | This will be defaulted if added from a job record, if not Enter the Job Number manually |
Approval By User: | This locked field will be populated when the Maintenance record is completed. |
Cert Status: | This will default to ‘Pending’ and will be updated when the record is completed. |
Frequency: | Entering a Frequency will set the Expiry Date. This can be used to flag to Clients that Equipment is due for a service |
Validity: | This will be populated by the Frequency |
Date Issued: | Date the goods are received |
Date Due: | System generated when date issued is entered |
Date Carried Out: | Only complete this field when the maintenance is complete |
Service Job: | Tick box field that should be selected for Service and Repair jobs. |
Fill in the relevant fields:
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Category | Select category or select the part no to populate |
Equipment Type | Select the equipment type or select the part no to populate |
Our Part No | If known you can enter then number, or use the binoculars to search. |
Qty Required | Enter the qty required to carry out the maintenance |
Group Company | This should populate automatically, can be entered/changed if required |
Revenue Rate BC | Enter the value you wish to quote to the client |
Office | Select relevant Office |
Stock Location | Select relevant stock location |
Select the Finance Breakdown tab to view/assign the relevant finance codes:
If additional items are required, select Next and complete the fields required. Select Close when all job issues have been assigned, select Refresh to populate the grid to view each record added:
How to Raise a Requisition
How to Review a Requisition and Request Approval
How to Approve a Requisition
How to Raise and Send a PO
To add additional Maintenance records, select Next from the toolbar. You should have a Maintenance record for each Asset on the Job.
Enter the Qty Allocated.
You can Open All and select the Completed checkbox, save and close, or, check the completed box within the grid view as shown:
Select Yes to continue or No to cancel the operation.
Select OK.
The Maintenance record will now lock.
A new Maintenance record with a status of Scheduled will be added. This is to be carried out the next day after the newly completed Maintenance record has expired (Due Date).