Activant Prelude. Using the Shop Repair Module
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1 Activant Prelude Using the Shop Repair Module
2 This class is designed for Operations Managers Shop Repair Technicians Employees that enter Shop Repair orders
3 Objectives Set up maintenance requirements for the Shop Repair module Enter a shop repair order Add jobs to the order Schedule technicians Add parts Complete the order Use the shop time clock Shop Time Clock Entry Technician Job Billing Entry Use Shop Repair Inquiries and Reports
4 This course will NOT cover Entering sales orders Invoicing General Ledger postings Custom modifications User-specific topics or scenarios
5 Maintenance Options for Shop Repair Repair groups Standard repair and set-up time for products Product warranty information Service bulletins Pay types Shop job codes Technicians
6 Repair Group Maintenance Shop Repair > Maintenance > Repair Group Maintenance
7 Standard Repair and Setup Time Standard repair time table published by the manufacturer that applies to the product. Repair group set up in Repair Group Maintenance. Product Maintenance > Action Bar > Addtl Opts > Shop Repair Information
8 Standard Repair and Setup Time Standard repair time published by the manufacturer. Standard setup time. If the product requires set-up when sold, a shop repair order generates. Product Maintenance > Action Bar > Addtl Opts > Shop Repair Information
9 Warranty Information for a Product Warranty period: D - Days M - Months Y - Years Product Maintenance > F5-Add Info > F5-Add Info
10 Warranty Information for a Product The number of hours that the warranty is in effect. Product Maintenance > F5-Add Info > F5-Add Info
11 Service Bulletin Maintenance 1 Safety rework 2 Repair 3 Repair bulletin 4 Information bulletin Allows you to add products affected by the bulletin. Shop Repair > Maintenance > Service Bulletin Maintenance
12 Pay Type Maintenance Shop Repair > Maintenance > Pay Maintenance
13 Pay Type Maintenance Non-Billable Shop Repair > Maintenance > Pay Maintenance
14 Pay Type Maintenance Warranty Shop Repair > Maintenance > Pay Maintenance
15 Shop Job Code Maintenance From Pay Type Maintenance. Only if the job applies to a specific model. From Repair Group Maintenance. Shop Repair > Maintenance > Job Code Maintenance
16 Shop Job Code Maintenance Enter a set fee - prices are recalculated to total this amount or Leave blank actual prices of products and labor are used. Costs included in the Repair Amount: L - Labor P - Parts B or null - Both labor and parts Shop Repair > Maintenance > Job Code Maintenance
17 Shop Job Code Maintenance Only applies if you want to assign one or more technicians who are allowed to work on this type of job. Shop Repair > Maintenance > Job Code Maintenance
18 Shop Job Code Maintenance Shop Repair > Maintenance > Job Code Maintenance > F7-Products
19 Technician Maintenance Shop Repair > Maintenance > Technician Maintenance
20 Technician Maintenance Shop Repair > Maintenance > Technician Maintenance > F5-Repair Skill Set
21 Shop Repair Order Entry Enter a shop repair order Add jobs to the order Schedule technicians Add parts Enter problem and solution notes Print shop repair documents
22 Shop Repair Order Entry Shop Repair Parameters > Identify CN By Model: N - Enter the customer number first Y - Enter the model number first Shop Repair > Shop Repair Order Entry
23 Shop Repair Order Entry Shop Repair > Shop Repair Order Entry
24 Shop Repair Order Entry Shop Repair > Shop Repair Order Entry
25 Shop Repair Order Entry Shop Repair > Shop Repair Order Entry > F2-Save
26 Shop Repair Job Entry Each job refers to a task to complete for the model and is assigned a number (e.g., A, B, C, D). Shop Repair > Shop Repair Order Entry > F2-Save
27 Shop Repair Job Entry Enter an existing job code (previously created in Job Code Maintenance) or Create a new job (takes you into Job Code Maintenance).
28 Shop Repair Job Entry How the customer will be billed (created in Pay Type Maintenance). Type of repair (created in repair group maintenance).
29 Shop Repair Job Entry Enter a set fee - prices are re-calculated to total this amount or Leave blank actual prices of products and labor are used.
30 Shop Repair Job Entry Costs included in the Repair Amount: L - Labor P - Parts B or null - Both labor and parts (default)
31 Shop Repair Job Entry The technician must be authorized to work on jobs with this repair group.
32 Job Scheduling Calendar Shop Repair Job Entry screen > F9-Schedule
33 Job Scheduling Calendar Shop Repair Job Entry screen > F9-Schedule > F5-Review
34 Job Scheduling Calendar Shop Repair Job Entry screen > F9-Schedule > F5-Review > F6-Schedule
35 Parts Entry
36 Parts Entry R - Required O - Optional Shop Repair Job Entry screen > Action Bar > Parts Entry
37 Problem Notes/Solution Notes System flags may require you to enter problem/solution notes before you can complete the job. You can enter the notes now or when you complete the order.
38 Problem Notes Shop Repair Job Entry screen > F5-Problem Notes
39 Solution Notes Shop Repair Job Entry screen > F6-Solution Notes
40 Saving the Shop Repair Order
41 Saving the Shop Repair Order Shop Repair Order Entry screen > F2-Save
42 Printing Shop Repair Documents
43 Printing Shop Repair Documents Shop ticket (internal/external) Information about the job Products required to complete the job Pickup ticket Customer contact information Products to pick up Delivery ticket Customer contact/delivery information Products to delivery Inspection ticket Equipment required for the repair Type of inspection required (sub-serial number maintenance) Pick ticket Products available to pick
44 AppShare Enter a shop repair order Enter various types of job Schedule a job Add parts Problem notes Save the order
45 Which of the following can you do when entering a job? 1. Assign a technician 2. Schedule a technician 3. Add parts 4. Add problem/solution notes 5. All of the above
46 Shop Repair Time Clock Shop Time Clock Entry Technicians clock in and out of jobs Used to pay technicians for hours worked Technician Job Billing Entry Wait until the end of the day to enter time worked Must be completed before you can invoice orders
47 Shop Time Clock Set up shop time clock codes Use shop time clock code reports Clock in and out of jobs/tasks Change time clock entries
48 Shop Time Clock Codes Paid time? Productive time? Shop Repair > Maintenance > Shop Repair Time Clock Code Maintenance
49 Shop Time Clock Code Reports Shop Timekeeping Payroll Report Paid and unpaid time clock hours Productivity by Technician report Productive time spent by a technician
50 Shop Repair Time Clock Entry Time clock code or job number Shop Repair > Shop Repair Time Clock > Shop Time Clock Entry
51 Shop Repair Time Clock Maintenance Shop Repair > Processes > Shop Time Clock > Shop Repair Time Clock Maintenance
52 Technician Job Billing Entry Set up Shop Repair labor types Set labor rates for technicians Enter billable time for technicians
53 Shop Labor Types R - Regular O - Overtime P - Premium Shop Repair > Maintenance > Shop Labor Type Maintenance
54 Technician Maintenance Shop Repair > Maintenance > Technician Maintenance
55 Technician Job Billing Entry Enter one of the following: - Shop order number - Shop code - Shop quote - Regular order - Work order Shop Repair > Shop Repair Time Clock > Technician Billing Entry
56 AppShare Shop Repair Time Clock Entry Shop Repair Time Clock Maintenance Technician Job Billing Entry Shop Repair Timeclock Inquiry Technician Job Billing Inquiry
57 Completing a Shop Repair Order Shop Repair Order Entry > F2-Save
58 Pre-Scan Edit System options determine if an order can be completed without solution text or required warranty information. Shop Repair Order Entry > F2-Save > F7-Pre-Scan Edit
59 Completing a Shop Repair Order
60 AppShare Complete the order
61 Time clock entries assigned to a shop repair order automatically appear on the shop repair order. 1. True 2. False
62 Shop Quote Subsystem Allows you to quote repair costs to a customer without having to create a shop repair order Enter a quote, including jobs, repair times, and labor costs Print quotes/tickets Use inquiries and reports to track quotes Convert quotes into shop repair orders
63 Shop Repair Inquiries Open Shop Repair Inquiry Open orders for a customer History Shop Repair Inquiry Invoiced repair orders for a customer Model/Serial Repair Inquiry Repair orders for a model/serial number
64 Shop Repair Reports Open Shop Repair Orders Report Open orders for a warehouse, customer, technician, model number Shop Work In Progress Report Open orders being worked on Productivity by Technician Report Uses time clock entries to compare all time clocked in to time actually spent working on repairs Open Repair Exceeded Time/Dollars Reports Jobs that exceeded the estimated time or amount Shop Repair Efficiency Report Compares time billed to time clocked in
65 AppShare View Shop Quote Subsystem View Inquiries View Reports
66 Summary Shop Repair maintenance requirements Shop repair order entry Add jobs to the order Schedule technicians Add parts Print documents Complete the order Shop time clock Shop Time Clock Entry Technician Job Billing Entry Use Shop Repair Inquiries and Reports
67 For More Information Action Bar help keys in the Shop Repair screens Shop Repair manual Visit Activant on the web: Prelude > Documentation > V19 > Shop Repair View Educational Services course offerings Search the Solutions database Submit a Support case Professional Services Sales for consultation pss@activant.com
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