Kyle Erwin Manager, Development Engineering Rental and Shop Repair Kyle Erwin Manager, Development Engineering
Agenda Rental Features Service Call Subsystem Scheduled Maintenance Processes Shop Repair Work Queues Roundtable Discussions
Rental Features
Meter Readings Determines when the meter readings are updated. If “N”, then the meter is updated during invoice processing. If “Y”, then as soon as the order is saved. Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters
Selling Price Worksheet Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters
Selling Price Worksheet This screen is displayed once the user chooses to sell a rental item. The idea for the discount percent is how much of the rental billed do you want to apply to the selling price
Equipment Summary Inquiry Use this screen to help you arrive at a selling price based on expense incurred, purchase price, etc. Rental > Equipment Subsystem > Inquiries
Equipment Summary Inquiry Use this screen to help you arrive at a selling price based on expense incurred, purchase price, etc. Rental > Equipment Subsystem > Inquiries
Equipment Summary Inquiry Use this screen to help you arrive at a selling price based on expense incurred, purchase price, etc. Rental > Equipment Subsystem > Inquiries
Maintenance Method What method do you want to use for generating maintenance orders, i.e. shop repair orders or work orders. Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters
Rental Cost For Commissions Calculated during invoice processing because we need to know the total rental amount. The process will back into a cost based on the desired gp% Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters
Maintenance Required
Maintenance Required
Maintenance Required
Maintenance Required
Maintenance Required
Bill For Lost / Damage 25 units are on rent. The customer has lost 5 units. You still want to bill the customer for the 25 units on rent and ‘sell’ him 5 unit that were lost. Set qty-shp to 25 for the rental billing and 5 for lost/dmg.
Bill For Lost / Damage Selling price comes from /pm rental screen from ‘rental retail value’ field. The comments can be entered or defaulted from a maintenance screen.
Bill For Lost / Damage Auto add line 2 for the sell of the lost/dmg material and adds a comment line.
Bill For Lost / Damage If you decide to convert this reservation, you are prompted for the rental start date. Systems > System Parameters > Maintenance > Option Parameters > Default Parameter Maintenance
Roll Up Billing If you decide to convert this reservation, you are prompted for the rental start date.
Combine Rental Orders If you decide to convert this reservation, you are prompted for the rental start date.
Customer Product Rental Inquiry If you decide to convert this reservation, you are prompted for the rental start date. Rental > Inquiries
Service Call Subsystem Track problems with units in the field Assign case to different operating groups Open calls can put orders on hold Online update available from ROE Updates to historical files
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Service Call Subsystem
Shop Repair Features
Shop Repair Creating Maintenance Schedules Automated process for scheduled maintenance Created as shop quotes Managed through a new work queue
Schedule Maintenance Rental > Equipment Subsystem > Maintenance
Schedule Maintenance
Schedule Maintenance
Schedule Maintenance - Work Order
Schedule Maintenance - Work Order
Schedule Maintenance - Work Order
Schedule Maintenance - Work Order
Schedule Maintenance - Work Order
Schedule Maintenance - Work Order
Schedule Maintenance
Automated Shop Orders
Automated Shop Orders These are created as quotes and must be converted. Shop > Processes > Schedule Maintenance Queue
Automated Shop Orders Creates a shop quote and used defaults for the pay type and repair group. Shop > Processes > Schedule Maintenance Queue
Automated Shop Orders Creates a shop quote and used defaults for the pay type and repair group. Systems > Systems Parameters > Maintenance > Option Parameters
Automated Shop Orders Convert a shop quote into a live shop order. Shop > Processes > Schedule Maintenance Queue
Convert Individual Jobs Systems > System Parameters > Maintenance > Option Parameters > Shop Repair Parameters
Convert Individual Jobs
Complete All Jobs
Technician Job Assignment Work queue for assigning jobs Shows all open jobs not assigned to a technician User defined job priority codes Generate a shop ticket upon assignment These are created as quotes and must be converted.
Technician Job Assignment The tech assignment queue display shop orders not assigned to a tech, sorted by proirity. Shop Repair > Processes
Technician Job Assignment Use this screen to set the job priority code for new shop orders. Systems > System Parameters > Maintenance > Option Parameters
Technician Job Assignment Use F6-Assign to assign a tech to work this job. Shop Repair > Processes
Job In Process Inquiry Shop Repair > Inquiry This inquiry show the work in process, basically showing hours worked. You can see all the jobs in progress in shop. Shop Repair > Inquiry
Shop Rework This inquiry show the work in process, basically showing hours worked. You can see all the jobs in progress in shop.
Shop Rework Shop Repair > Reports This report shows the tech that caused the rework. Shop Repair > Reports
Q&A