Create a New Repair Order as a Service Manager (Video)
This video and walkthrough
explain how to create a new repair order as a service manager, without having
it started by a service technician using Tech RO.
Click on the square at the bottom right-hand corner to view the video in full screen mode.
- Service managers can create new repair orders
from scratch on the Complete RO screen. To access Complete RO, open the
Menu and select
- To start a new repair order, click on
- Search for the unit in the
field, or click
Show Advanced Search
for more detailed search
options. You can also create a new unit from scratch by clicking on
. For this demonstration, we'll go into the advanced search.
- The advanced search enables you to search for
All or Any of the search fields listed. For even more search criteria,
click on the
button on the right hand side.
After searching, click on the Select button for the appropriate unit.
- The top panel of the repair order screen
provides an overview and general information. The location, owner, unit
number and VIN, repair order number, and notes are displayed on the left hand
side. In the middle is the date and time along with any unit readings
(such as odometer or engine hours). At the top right are command buttons
for processing the repair order and printing the repair. Below the
buttons is a summary of repair charges.
Labor and Parts
where labor and parts can be added to the repair. Labor is added in the
left hand pane, and any associated parts can be added on the right.
- To create the repair order, you need to start by
adding a labor activity. Click on the
- The Add Labor window has three tabs:
Service Programs, VMRS, and RO History. Service Programs are standard
repairs have been created by a service manager in the SRT guide in EMDECS, the
VMRS tab lists industry standard repairs with their VMRS codes, and the RO
History tab allows you to add labor that has been previously performed on the
- For this example, we'll open the VMRS tab and
use the search field to find labor activities that contain system code
043. Click on any icon to drill down and locate a specific labor
Then click on the green plus next to the labor
activity you need to add to the repair.
- After selecting labor, you can edit the
description, charge hours, hourly charge, and then enter notes. The
default service reason and task can also be changed by clicking on either
hyperlink and selecting a different code.
Pop-up window for selecting a Service Reason:
When you're finished adding labor activities,
at the bottom.
- To add parts to the repair, select a labor
activity on the left hand side, and then click on
- As you type a part number or part description
into the text field., EMDECS will search automatically and display search
results in a drop-down list. Click on the matching part number to select
- Adjust the quantity and click
Parts can be moved from one labor activity to
another by left-clicking on a part number and dragging and dropping it to a
different labor icon on the left. In this example, I've moved the ACME
muffler from the TurboCharger activity to the Muffler activity.
To edit the charge quantity, unit charge, or
total charge, click on any of the hyperlinks. Make any necessary changes
to the labor activity, failure reason, quantity, or unit charge in the pop-up
window then click
when done adding
- Technician actual times can be entered by clicking
on an Actual Hours hyperlink.
Select the technician name, start and finish
times, edit the charge hours as needed then click
- Existing time entries can be edited by clicking
on any of the hyperlinks. Click
at the bottom when done.
- To add a surcharge, such as a towing fee or
environmental surcharge, click on the dollar amount hyperlink.
Surcharges can be calculated by percentage or a
flat rate surcharge can be added. If there are part items defaults in
place, the item default option can be checked. Click
- Once you are done modifying the repair order,
to complete and invoice the repair.
- A Repair Order Invoice will be generated in a
PDF in a pop-up window for printing.
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