Enter CRO Header

Explanation

This activity is used to create a component repair order header. The component repair order consists of a header and part lines and is used for different types of services. The information entered in the component repair order header is inherited to all component repair order lines. You can manually change the default values retrieved from the header on the part line at any time during the repair process.

You have two options for entering a component repair order:

• Using an assistant that guides you through the steps. The user assistant is divided into four steps and covers both mandatory and optional steps.
• Manual entry. First the header, including any fault information, and then the part lines as well as any accessories enclosed with the parts.

When entering a new component repair order, the following information retrieves default values: site, reported by, coordinator, entry date and start date. You can change the default values.

Specify the customer to whom the repaired part should be sent. The parts to be processed on the component repair order lines must be owned by the same customer. It is not possible to handle services of components owned by different customers on the same component repair order.

In the fault information area you can describe the detected problems, i.e., the part’s discrepancy from the original form, fit and/or function. This information might be helpful later on when preparing the work, and for troubleshooting and repairs. The fault information codes are entered as basic data and can then be used on the component repair order. The reason for having predefined fault information is to consistently record the fault information, which then can be used for technical and financial follow-ups and analysis of faults and costs.

Prerequisites

• For being able to process the component repair order, the customer must have a record in the Customer window.
• The coordinator must have a record in the Coordinator window. Normally you have a default coordinator connected to your user ID.
• If fault information is to be specified, discoveries, symptoms, classes, and fault types must have been entered as basic data in the Work Order and PM Basic Data window. Causes must have been entered as basic data in Maintenance Basic Data.
• If priority is to be used, priority codes must have been entered as basic data in the Work Order and PM Basic Data window.

System Effects

As a result of this activity, a component repair order is created and receives Planned status. The component repair order keeps track of the parts and the transactions occurring during the service process. The transactions can be used to calculate the costs for the services and constitute the base for the amount to invoice the customer.

Window

Component Repair Order
New CRO Assistant
Component Repair Orders

Related Window Descriptions

Component Repair Order
Component Repair Order/General
New CRO Assistant
Component Repair Orders

Procedure

Manually by using the Component Repair Order window:

1. Open the Component Repair Order window.
2. Create a new record.
3. Your default site appears automatically. You can select any other site that is listed for your user.
4. In the Directive field, enter a brief description of the type of service that needs to be performed on the component repair order.
5. Click the General tab.
6. Specify the customer and any wanted delivery date at the customer's delivery address.
7. In the Repair area, dates appear automatically. Change the dates to a valid start date and a completion date.
8. In the Planning Information area, a default coordinator appears. You can change the coordinator if needed. You can also use a predefined priority code.
9. In the Fault Information area you can optionally specify the detected problems by using predefined codes for how the fault was discovered, any symptoms, fault class, fault cause, fault type and fault description. There is also a free text field where you can enter a longer text with a more detailed description of the fault. You can double-click in the field to open an editor.
10. Save your record.

By using the assistant:

• In the first step you will specify the general information on the component repair order, i.e., the header.
• In the second step you may create component exchange lines, including information about any accessories enclosed with the exchange part.
• In the third step you may optionally specify fault information for the repair items.
• In the fourth step you may create component repair lines, including information about any accessories enclosed with the repair part.