Release Repair Line to External Service Order

Explanation

This activity is used to release a repair line to an external service order. The repair order type determines in which kind of environment the service should be processed. The environment and the complexity of the service should determine which repair order type to use. An external service order is suitable for both simple and advanced repair.

The preferred repair order type is selected from the Repair Order Type field on the component repair order line. Based on what repair order type you select, the relevant option will be selected in the Process Repair dialog box. For an external service order, some additional information must be defined before you can release for repair. In the External Service Order Info area, specify a supplier and an external service type.

Prerequisites

• The repair part(s) must be reserved to the component repair order line.
• A supplier must have been entered in the Supplier window.
  • A customer must be connected to the supplier in the Supplier window.
• A supplier for purchase part connection must have been established in the Supplier for Purchase Part window.
  • External Service Allowed must be selected in the supplier for purchase part setup.
  • An external service type must be defined in the supplier for purchase part setup.

System Effects

An external service order in status Released is created and is pegged to the component repair order line. Furthermore, a customer order is created with the repair part reserved to the customer order line.

The component repair order line status changes to Released.

Window

Component Repair Order
Component Repair Order Lines

Related Window Descriptions

Process Repair
Component Repair Order/Repair Lines/Repair Order
Component Repair Order/Repair Lines
Component Repair Order
Component Repair Order Lines

Procedure

1. Open the Component Repair Order window and populate the window or search for the order number.
2. Click the Repairs tab.
3. Select the component repair order line, right-click the line and then click Release to Repair Order.
4. The Process Repair dialog box appears, and the type of repair order is predefined according to the selected repair order type.
5. In the External Service Order Info area, specify a supplier and an external service type.
6. Click OK.
   Note: If the repair part is at receipt and is issue tracked then it is necessary to identify the serial numbers releasing the component repair order line to repair. It is possible to identify the serials to be dispatched to the external service supplier from the Tracking tab.
7. A message appears, displaying the order number, and asking if you want to view the created order.
   • If you want to view the created order, click Yes and the External Service Order window opens and you can study the order.
   • If you want to view the created order later on, click No. When you want to view the order later on, click the Repair Order sub tab on the Repairs tab. Right-click the appropriate line and then click External Service Order.