Users within a specific role have the ability to create damage reports within the system.
Alternatively, you can create a damage report directly from a job:
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Job Number | Manually enter the job number into field or select the binoculars to search the system |
Client | This will automatically populate when the job number has been entered |
Asset Number | Manually enter the asset number or select the binoculars to search the system |
Rechargeable (Tickbox) | Check this if there are any costs which can be recharged to the client, this will pull through the Damage Report costs to the invoice when created |
Engineer User | Select the relevant employee |
Report Date | Select the relevant report date from the calendar |
Maintenance Status | Select the relevant status |
Damage Report (Hdr) | |
Equipment Type | This will automatically populate when the asset number has been entered |
Asset Description | This will automatically populate when the asset number has been entered |
Reported Damage or Fault | Text field to record the damage or fault findings |
Engineers Comments | Text field to record the engineer’s findings |
Third Party Repair Supplier | Select the relevant third party supplier (if applicable) |
Despatch Note No | Enter the despatch note no (if applicable) |
Fault Damage Logged Date | Select the date from the calendar |
Admin Advised Date | Select the date from the calendar |
Customer Advised Date | Select the date from the calendar (if applicable) |
Quote Received Date | Select the date from the calendar (if applicable) |
PO Issue Date | Select the date from the calendar (if applicable) |
PO Number | Manually enter the PO number or use the binoculars to search the system (if applicable) |
Manifest No | Manually enter the manifest number or use the binoculars to search the system (if applicable) |
Maintenance Title | Manually Enter the PO number or use the binoculars to search the system (if applicable) |
Returned from Repair Date | Select the date from the calendar (if applicable) |
Post Repair Check Date | Select the date from the calendar (if applicable) |
Damage Link | The user can link a file/folder/webpage to the damage report |
Hold from Invoice (Tickbox) | Check this box if you wish to hold from invoice |
Business Unit | Select the relevant business unit |
Group Company | Select the relevant group company |
Cost Currency | Select the relevant currency |
Click Save.
Fill in the relevant fields.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Category | Select the relevant category type, will automatically populate if Our Part No is entered first |
Equipment Type | Select the relevant equipment type, will automatically populate if Our Part No is entered first |
Our Part No | Manually type in the part no used or use the binoculars to search the system |
Qty Required | Enter the value |
Job Issues (Hdr) | |
Issues to User | Select the relevant employee (if applicable) |
Revenue Rate BC | Enter the value in currency format |
Group Company | This will default from the previous screen |
Office | Select the relevant office |
Stock Location | Select the relevant stock location |
Notes | Text field to record additional information |
Chargeable (Tickbox) | Check this box if the job issue is chargeable to the client |
Hold from Invoice (Tickbox) | Check this box if you wish to hold this record from the invoice |
Select Refresh, the colour code will now change from yellow to green:
Select Close to return to the main Damage Report screen
Fill in the relevant fields.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Job Number | This will default from the previous screen |
Sort Order | If you wish the misc charges to show in order, enter the item number |
Charge Type | Select the relevant charge type |
Job Misc Charges (Hdr) | |
Description | Text field to record the description of the misc charge |
Qty | Enter a value into this field |
Billing Currency | Select the relevant currency |
Projected Revenue Rate BC | Enter a currency value into this field (if applicable) |
Actual Revenue Rate BC | Enter a currency value into this field (if applicable) |
Start Date Time | Select the date from the calendar |
End Date Time | Select the date from the calendar |
Notes | Text field to record additional information |
Damage Report | This will automatically populate to the damage report number you’re adding into the system |
Hold from Invoice (Tickbox) | Check this if you wish to hold the record from the invoice |
Select Close to return to the main Damage Report screen.
Select Yes to use Outlook, a new email will automatically be populated with the contact details and attach the damage report:
Select Yes to continue, or No to cancel the operation.