When Finalizing Repair Orders

Configuration menu > Repair Order > R.O. Options > When Closing RO section

These options determine what happens every time a repair order is finalized for payment.

Prompt for Close Date

Normally the system will use the current date (whatever your computer is set for) as the close date. To be prompted for the date, select this item. This option is useful if a repair order must be postdated.

Prompt for PO When Req

This option forces the person preparing the repair order to enter a purchase order number for all customers that have been configured to require a purchase order. The purchase order must be entered before the repair order can be finalized.

Allow a One-Time Charge

This option permits the person finalizing the repair order to accept a one time charge of the amount due without having to open an account. The customer will not have an account opened for them. The balance due will be entered in the Accounts Receivable system.

Allow Third Party Charge

This option permits the person finalizing the repair order to charge the balance due on a repair order to someone other than the person for whom the repairs are done. The person accepting the charges must have an open charge account.