Required Entries
These options allow you to determine which information is required on a repair order. Before you make information required, make sure that it's something your typical user has ready access to on a daily basis.
If information is required and not readily available, users often enter something to fulfill the requirement and get to the next step even if the information incorrect. If you're not careful here, you can wind up with a great deal of repair order data that is inaccurate making many of your reports unusable.
Required Entries Window
Most sections on the Required Entries to select the No, Yes, or Required option.
| Option | Selecting this option means: |
|---|---|
|
No |
This information is not required for the item. |
|
Yes |
You are prompted but not required to enter the information. The field name displays in red to indicate that something should be entered in that field. |
|
Require |
You are prompted to enter the information and it is required to finalize the repair order. The field name displays in red to indicate that something should be entered in that field. |
Required Entry Sections
Each section controls specific areas of ticket data.
Invoice
Required entry options for profit center, source, service writer, and purchase order number.
If the Warn if no PO# option is selected, R.O. Writer prompts you that there is no purchase order number on repair orders, whether or not it is required.
Customer
Required entry options for incomplete address, no phone number, or no email.
Vehicle
Required entry options for license plate number, VIN, and Inspection on the Edit Vehicle window.
The last three items are the user-defined fields for vehicles. These appear with the names they've been assigned under Configuration menu > Vehicle Field Names. If no names have been assigned, the last three fields are just a blank space as follows:
NOTE: Mileage requirements are set up in the Mileage Options setting.
Labor
Required entry options for technician, labor category, labor cost, or the finished box not being checked when the labor time clock is still active.
Parts
Required entry options for part cost, parts department, supplier, technician, reason for replacement, invoice number for non-stock parts, not assigned to a labor job when in job based view, part number, and reason for return.
Payments
Required entry options for
- Check number and check authorization for paper check payments.
- Credit card number and authorization for manual credit card payments.
These settings apply only to manual payments and do NOT apply to Electronic Payments.
Finalize
Require Estimate Authorization - When checked, you must re-authorize the Balance Due before you can finalize the repair order if the price has changed since the last authorization.
Schedule Appointments
The Schedule Appointments dropdown list controls whether or not you are prompted to schedule a future appointment for the customer after finalizing.