Required Entries
These options allow you to determine which information is required to finalize a repair order.
Most sections on the Required Entries window have No, Yes, or Required options at the top of the section.
| Setting | When selected… |
|---|---|
|
No |
This information is not required to finalize. |
|
Yes |
If the information is missing during finalize, you are prompted to enter the information, but it is not required to finalize. On the repair order, the field name is red to indicate that something should be entered or selected in that field. |
|
Require |
If the information is missing during finalize, you are prompted to enter the information, and cannot finalize until you do. On the repair order, the field name is red to indicate that something should be entered or selected in that field. NOTE: Make sure required information is easy to obtain. If information is required but not readily available, users often enter something just to get to the next step - even if the information is incorrect. If you're not careful here, you can wind up with a lot of inaccurate data, which makes many of your reports unusable. |
Required Entry Sections
Each section controls specific areas of ticket data.
Invoice
The invoice section includes entries for the 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 even if a purchase order number is not required.
Customer
The Customer section includes entries for incomplete addresses, no phone number, or no email.
Vehicle
The Vehicle section includes entries for the license plate number, VIN, and Inspection on the Edit Vehicle window.
The last three items are the user-defined fields for vehicles. These entries appear with the names configured in the Field Names setting. If no field names have been configured, the last three fields are blank.
NOTE: Mileage requirements are set up in the Mileage Options setting.
Labor
The Labor section includes entries for the technician, labor category, labor cost, or the finished box not being checked when the labor time clock is still active.
Parts
The Parts section includes entries for the part cost, parts department, supplier, technician, reason for replacement, invoice number for non-stock parts, not assigned to labor in the job-based view, part number, and reason for return.
Payments
The Payments section includes entries for the
- 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
When Require Estimate Authorization is 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.