2. Kyle Erwin Manager, Development Engineering
Rental and Shop Repair
Kyle Erwin
Manager, Development Engineering

3. Agenda Rental Features Service Call Subsystem
Scheduled Maintenance Processes
Shop Repair Work Queues
Roundtable Discussions

4. Rental Features

5. 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

6. Selling Price Worksheet
Systems > System Parameters > Maintenance > Option Parameters > Rental Parameters

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Maintenance Required

14. Maintenance Required

15. Maintenance Required

16. Maintenance Required

17. Maintenance Required

18. 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.

19. 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.

20. Bill For Lost / Damage
Auto add line 2 for the sell of the lost/dmg material and adds a comment line.

21. 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

22. Roll Up Billing
If you decide to convert this reservation, you are prompted for the rental start date.

23. Combine Rental Orders
If you decide to convert this reservation, you are prompted for the rental start date.

24. Customer Product Rental Inquiry
If you decide to convert this reservation, you are prompted for the rental start date.
Rental > Inquiries

25. 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

26. Service Call Subsystem

27. Service Call Subsystem

28. Service Call Subsystem

29. Service Call Subsystem

30. Service Call Subsystem

31. Service Call Subsystem

32. Service Call Subsystem

33. Service Call Subsystem

34. Service Call Subsystem

35. Shop Repair Features

36. Shop Repair
Creating Maintenance Schedules Automated process for scheduled maintenance Created as shop quotes Managed through a new work queue

37. Schedule Maintenance
Rental > Equipment Subsystem > Maintenance

38. Schedule Maintenance

39. Schedule Maintenance

40. Schedule Maintenance - Work Order

41. Schedule Maintenance - Work Order

42. Schedule Maintenance - Work Order

43. Schedule Maintenance - Work Order

44. Schedule Maintenance - Work Order

45. Schedule Maintenance - Work Order

46. Schedule Maintenance

47. Automated Shop Orders

48. Automated Shop Orders
These are created as quotes and must be converted.
Shop > Processes > Schedule Maintenance Queue

49. Automated Shop Orders
Creates a shop quote and used defaults for the pay type and repair group.
Shop > Processes > Schedule Maintenance Queue

50. Automated Shop Orders
Creates a shop quote and used defaults for the pay type and repair group.
Systems > Systems Parameters > Maintenance > Option Parameters

51. Automated Shop Orders
Convert a shop quote into a live shop order.
Shop > Processes > Schedule Maintenance Queue

52. Convert Individual Jobs
Systems > System Parameters > Maintenance > Option Parameters > Shop Repair Parameters

53. Convert Individual Jobs

54. Complete All Jobs

55. 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.

56. Technician Job Assignment
The tech assignment queue display shop orders not assigned to a tech, sorted by proirity.
Shop Repair > Processes

57. Technician Job Assignment
Use this screen to set the job priority code for new shop orders.
Systems > System Parameters > Maintenance > Option Parameters

58. Technician Job Assignment
Use F6-Assign to assign a tech to work this job.
Shop Repair > Processes

59. 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

60. Shop Rework
This inquiry show the work in process, basically showing hours worked. You can see all the jobs in progress in shop.

61. Shop Rework Shop Repair > Reports
This report shows the tech that caused the rework.
Shop Repair > Reports

62. Q&A