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This page enables the repair shop to amend the quotation and work scope. Tell me more
Select the “Amend Quotes” link in the “Select Repair Order” page. Alternatively, select the hyperlinked repair order number in the multiline of the same page.
The “Amend Quotes” page appears.
The system displays the following:
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Date Format |
The format in which the date fields are displayed 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:
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Repair Order # |
The number identifying the repair order. |
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Amendment # |
A unique code identifying the amendment number. This number is automatically generated and displayed by the system when the repair order is in “Authorized” status and changes the status to “Amended”. This number is incremented by 1, If the RO status is “Closed” or “BER Closed”. |
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Repair Order Date |
The date on which the repair order was created. |
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RO Status |
The status of the repair order which could either one of the following: |
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Quote Basis |
The quote generated basis of the repair order which could either of the following:
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Repair Shop |
The name of the repair shop. |
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Address |
The address of the repair shop. |
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Phone # |
The telephone number of the repair shop. |
Enter the following:
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Repair Shop # |
The number identifying the outside vendor that will repair the component (Alphanumeric, 45). Mandatory. The repair shop must be Active and valid as defined in the Supplier component, if the repair order is being created for the login organization. Similarly, if the repair shop is being created for a group company, the repair shop must be Active and valid in the group company. The operational status must not be “Hold Repair” for the selected repair shop. Help facility available |
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Contact Person |
The person to be contacted in the repair shop. Ensure that the person exists for Repair Shop # entered as defined in the “Supplier” business component. If this field is left blank, the system retrieves the Contact Person from the “Edit Contact Information” page of “Supplier” business component. Help facility available |
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RO Type |
Use the drop-down list box to select the type of the repair order, which could be “Normal” or “Exchange”. Note: You cannot modify RO Type from ‘Normal’ to ‘Exchange’, if the repair cost for the part has already been invoiced in the finance books. |
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Exchange Type |
Use the drop down list box to select exchange type of the component as “With repair“ or “Flat”. Leave the exchange type blank, if the RO Type selected is “Normal”. Note: You cannot modify Exchange Type, if the repair cost for the part has already been invoiced in the finance books. |
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RO Category |
Use the drop-down list box to select the category of the repair order. Mandatory. The system lists the categories as defined in the “Create Common Category” activity of “Logistic Common Master” business component, which are in “Active” status. Do not leave this field blank. |
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User Status |
Use the drop-down list box to select the user status of repair order, as specified in the “Create User Status” activity of the “Logistics Common Master” business component. The system lists the user statuses that are in “Active” status. |
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Repair Classification |
Use the drop-down list box to specify the repair classification that differentiates the tasks, which are over and above the contract (COA - Contract Over and Above), between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the “Maintenance Task” business component |
The system displays the following:
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Ref. Document Type |
The type of reference document, which could be "A/c Maint. Exe. Ref #", "Shop Work order", "Customer Order" and "Other |
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Ref. Document # |
The number identifying the reference document. |
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Work Center # |
The number identifying the work center. |
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Shop Job Type |
The shop job type of the repair order, such as Component, Piece Part and Facility. |
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Expense Type |
The expense type of the repair order, such as Revenue and Capital. |
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CAPEX Proposal # |
The identification number of the CAPEX proposal. |
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Priority |
The priority assigned to the repair order. |
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Move To |
The place where the part is moved to after the repair is done. The systems displays either “Warehouse” or “Work Center” for a shop work order based repair order. For other repair orders this field is blank. |
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Customer Quote # |
The code identifying the sale quotation # generated against the Customer Order used as the Ref. Doc. for creating the Repair Order. |
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Customer Authorization Status |
The approval status of the repair order given by customer. The system displays one of the following:
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Select the "Maint. Object & Quotation Details" tab.
Select the "Supplier, Part & Warranty Details" tab.
Enter the following in the “Document Attachment Details” group box.
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File Name |
The reference document you want to attach to the amended repair order. Help facility available |
To exempt component/parts from the organization BER Limit and facilitate external repair, select the “Override BER Limit” check box.
Click the “Amend Quotes” pushbutton to save the details of work scope and quotation amended.
Note: Ensure that the document is in "Authorized", "Confirmed", "Amended", "Closed", or "Returned" status.
Amendment allowed?: If the parameter “Allow Cost Amendment of Invoiced RO’ under category Repair Order in the Set Purchase Options activity of Logistics Common Master is 1, you can amend repair order details for a part that is already invoiced. However, you cannot modify those cost elements that has already been invoiced for the part. On the contrary, you cannot amend the repair order even if one of the parts from the repair order has already been invoiced and financial entries posted in the finance book, if “Allow Cost Amendment of Invoiced RO” is '1’. If cost amendment in an invoiced repair order must be allowed for certain roles; this can be achieved by mapping roles to the system activity .
The system processes and updates the financial postings to the “Finance Book Processing” business component from the “Account Group” business component. Similarly, finance postings are carried out in the relevant finance book of the group company due to amendment, if the repair order relates to the group company.
If the RO status is “Closed”, the system ensures that the “Quotation Ref #”, “Remarks (in Quotation details)”, “ Total Cost”, “ Material Cost”, ” Labour Cost”, “Misc. Cost” and “Total Repair Cost” fields are modified. If the RO status is ”BER Closed”, the system ensures that the “Quotation Ref #”, “Remarks (in Quotation details)”, “Total Cost”, “Material Cost”, “Labour Cost”, “Misc. Cost”, “BER Cost” and “Total Repair Cost” fields are modified.
The system sets the RO status and amendment number of the repair order in the following way,
The RO Status becomes “Amended”, if it is already “Authorized” or “BER Closed”; the amendment number is incremented by 1.
The RO Status becomes “Amended”, if it is already “Confirmed”. The amendment number remains unchanged.
The RO Status remains”Amended”, if it is already “Amended”. The amendment number remains unchanged.
The RO Status becomes “Amended”, the amendment number remains unchanged.
The Quote Status of the repair order becomes Manual. However, you cannot amend the repair order even if one of its parts has already been invoiced and financial entries posted in the finance book.
When Cost (i.e. Repair Cost, Exchange Fee and BER Cost) is amended for a Repair Order in “Closed” or “BER-Closed” status, the Repair Order is routed to Authorizer, if the parameter ‘Authorization of Cost amendment of Closed" RO’ under the Category ‘Repair Order’ is set as “Yes” in the “Purchase Option Settings” activity of the “Logistics Common Master” business component. When Authorizer authorizes the Closed RO document, Repair Order status will be updated as ”Closed” status. Similarly the status will be updated as “BER-Closed”, if authorizer authorizes the BER-Closed RO document.
BER Limit rule: The system allows a quotation even when the total cost of the repair order exceeds the maximum repair cost, if you have selected the “Override BER Limit” check box. However, if the total cost is above the “Max. allowable Repair Cost (%) overriding BER Limit” value, you cannot record a quote successfully.
The system displays the following in the “Record Statistics” group box:
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Created by |
The name of the user, who created the repair order. |
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Created Date |
The date on which the repair order was created. |
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Last Modified By |
The name of the user, who last modified the repair order. |
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Last Modified Date |
The date on which the repair order was last modified. |
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Authorized By |
The name of the user, who authorized the repair order. |
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Authorized Date |
The date on which the repair order was authorized. |
To proceed, carry out the following
Select the “Amend Material Cost” link from the bottom of the page to amend material cost of the repair order.
Select the “Amend Reported Discrepancies” link from the bottom of the page to amend the analysis on discrepancy reported.
Select the “Amend Terms and Conditions” link from the bottom of the page to record the terms and conditions of the repair order.
Select the “Amend TCD” link from the bottom of the page to amend Taxes, Charges and Discount of repair order.
Select the “Amend User Defined Details” link from the bottom of the page to amend user defined details.
Select the “Generate RO Report” link from the bottom of the page to generate a the selected RO Report.
Select the “Maintain Repair Shop Correspondence” to record/update details of correspondence with the repair shop associated with the repair order.
Select the “View Repair Cost History” link from the bottom of the page to view history on repair cost.
Select the “View Parameter Information” link from the bottom of the page to view information on parameter details.
Select the “View Quotation History” link from the bottom of the page to view history on quotation.
Select the “View Issue List” link at the bottom of the page to view the issue details.
Select the “View Part Supply Chain Performance” link at the bottom of the page to view part supply chain performance.
Amending the quotes – An overview
This page enables the repair shop to amend the quotation and work scope. The repair order is revised after it is authorized. Once the authorization process is over and when there is any revision in the quotation or work scope, the amendment is done. You can amend the quotation comprises labour, material and other miscellaneous cost quoted by the repair shop. These costs are captured along with the BER cost. BER indicates whether the part is to be declared beyond economic repair or not.
The repair shop amends the discrepancy reported and additional discrepancies detected, if any, based on the repair order and part details. You can amend the discrepancy analysis. You can also amend the additional discrepancies if any in the component shipped to repair shop.
You can amend the repair order in the “Amended”, “Authorized” or “Confirmed” status only.
Select the repair order and amend the quotations
Amend Discrepancies reported by the repair shop
Amend different types of quotation
Amend the valid time frame for quotation
Amend whether the part is declared BER
Amend the place where the component is declared BER
View history details, parameter information and quotation history
Select the repair order and amend the quotations
You can select a repair order to amend the quotation given by the repair shop.
Use the “Amend Quotes” page to amend the labour cost, material cost and miscellaneous cost.
Amend Discrepancies reported by the repair shop
The repair shop detects the additional discrepancy and confirms the discrepancy reported
Set the “Fully Confirmed” option in the “Confirm Discrepancies Reported” field to revise problem reported in component.
Set the “Confirm Discrepancies Reported” field to “Fully Confirmed” to confirm that all problems reported in component were detected.
Set the “Confirm Discrepancies Reported” field to “Partially Confirmed” to confirm that some problems reported, but not all, were detected.
Set the “Confirm Discrepancies Reported” field to “No Fault Found” to declare that there were no faults found in the component.
Set the option to “Yes” in the “Additional Discrepancies Detected” field, to declare that additional problems were detected in the component.
Set the option to “No” in the “Additional Discrepancies Detected” field, to declare that there were no additional problems detected in the component.
Amend different types of quotation
You can amend the types of quotation.
Set the type to “Firm” in the “Quotation Type” field to indicate that the quotation is firm and there will be no changes to it.
Set the type to “Estimate” in the “Quotation Type” field to indicate the that quotation is not firm and that there may be changes to it.
Amend the valid time frame for quotation
You can amend the validity time frame given by the repair shop for the quotation.
Set the option to “Days” in the “Price Held Firm Time” field, to revise the time frame in days.
Set the option to “Weeks” in the “Price Held Firm Time” field, to revise the time frame in weeks.
Set the option to “Months” in the “Price Held Firm Time” field, to revise the time frame in months.
Amend whether the part is declared BER
Set the option to ”Yes” in the “BER” field, to revise the part is declared beyond economic repair.
Set the option to “No” to revise the part to be declared beyond economic repair.
Amend the place where the component is declared BER
You can amend the place where the component is to be declared BER and salvage it.
Set the option to “By Repair Shop” to revise the shop where the component has been declared BER, which needs to be salvaged.
Set the option to “By Operator” to amend the person (self) who is declaring the BER , which needs to be salvaged.
View history details, parameter information and quotation history
You can view history details on costs, quotation and parameter information of the repair order selected.
Go to “View Repair Cost History” page.
Go to “View Parameter Information” page.
Go to “View Quotation History” page