Specifying terms and Condition in a Repair Order while recording quotation

Specifying terms and conditions in a repair order while recording quotation

This page allows you to enter the terms and conditions of the repair order. Tell me more

Select the “Edit Terms & Conditions” link at the bottom of the “Record Quotes" page.

The “Edit Terms & Conditions” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed and are to be entered in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following in the “Repair Order Details” group box:

Repair Order #	The number identifying the repair order.
Status	The status of the repair order, which could be one of the following:
	Draft – when some more information is pending to be entered for the repair order. A repair order cannot be released for shipping in the “Draft” status.
	Fresh – when all the information pertaining to the repair order has been entered. The repair order can be released for shipping the component.
Repair Shop #	The number identifying the repair shop, where the repair of the component is carried out.
Shipping Contact	The person to be contacted while shipping the components to the repair shop. The person to be contacted is defined in the “Add Location Details” activity of the “Supplier” business component.
Send To	The address of the repair shop Zoom facility available.
Email	The electronic mail identity of the repair shop.
Fax #	The fax number of the repair shop.

The system displays the following in the “Part Details” group box:

Part #	The number identifying the part.
Serial #	The serial number identifying the part.
Part Description	The textual description of the part.
	Zoom facility available.
Component #	The number identifying the component for which the repair order is to be confirmed.
Condition	The condition of the component.

Select the "Terms and Conditions" tab to record details of terms and conditions.
Select the "Inbound Shipment and GTA Details” tab to record shipment and GTA details of parts in the repair order.
Select the "Select the “Spares Shipped” tab to record details of spares already shipped.

Click the “Edit Terms and Conditions” pushbutton, to update the terms and conditions.

Note: The system allows you to amend the repair order only during the duration specified in Price Held Firm Time field ensuing the Quotation Date. For example, with a Quotation Date of April 5th 2008 and a Price Held Firm Time of four days, the date on which you amend the repair order must lie between April 5th and April 9th 2008.

Select the “Generate RO Report” link at the bottom of the page to generate the Repair Order Report.

The system displays the following in the “Record Statistics” group box:

Created by	The name of the user, who created the repair order.
Created Date	The date on which the repair order was created.
Last Modified By	The name of the user, who last modified the repair order.
Last Modified Date	The date on which the repair order was last modified.

Specifying terms and conditions in a repair order while recording quotation– An Overview

This page allows you to enter the terms and conditions of the repair order. The payment terms such as the mode in which the payment has to be made, the supplier to whom the payment has to be made, are entered in this page. You can also specify the insurance details such as the insurance amount and the person who has to bear the insurance amount, for the parts to be repaired.

You can view the shipping information such as contact person, address, email and fax details of a repair shop.

You can specify the spares and cores that are expected to be returned after the repair is performed. The spare details such as shipped or not-shipped, location, warehouse and remarks are displayed.

What you can do in this page

Modify the shipping information

Specify the mode of payment for the transaction

Specify the shipping method of the core component and spares

Modify the shipping information

You can modify the shipping details of the components that are to be shipped to the repair shop. The address, email, fax number of the repair shop are displayed when the “Shipping Contact” is entered.

Specify the mode of payment for the transaction

You can specify the mode in which the payment has to be made for the cores procurement.

You can specify the mode in which the payment has to be made for the cores procurement.
Set the “Payment Mode” field to “Check”, if the mode of payment for the transaction is check.
Set the “Payment Mode” field to “Demand Draft”, if the mode of payment for the transaction is demand draft.
Set the “Payment Mode” field to “Cash”, if the mode of payment for the transaction is cash.
Set the “Payment Mode” field to “Pay Order”, if the mode of payment for the transaction is pay order.

You can specify the person who is liable for the insurance amount.

Set the “Insurance Liability” field to “Ours”, if the buyer is liable for the insurance amount.
Set the “Insurance Liability” field to “Supplier”, if the supplier is liable for the insurance amount.
Set the “Insurance Liability” field to “Others”, if a person other than the supplier or buyer is liable for the insurance amount.

Specify the shipping method of the core component and spares

You can specify the shipping method of the returned component, which could be air, rail, ship or road.

Use the “Return Core By” field to specify the shipping method while returning the core component.
Use the “Return Spares By” field to specify the shipping method while returning the spares..