To learn how-to add new Op Codes, click Standard Op Codes.
After reading this article you will be able to:
- Navigate to the Service Repair Order
- Add a Job line
- Fill out the Job line
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to Service Repair Orders
- Click the App Launcher Icon.
- Enter Service Repair Orders in the quick find area.
- Click the Service Repair Orders link.
- Select your RO number by clicking the link under the column.
Step Two: Add a Job Line
- Click the Add Job Line button.
The Job line is comprised of Op Code (a), Pay Type (b), Status(c), Concern/Cause/Correction (d), Parts (e), Tech Time (f), Purchase orders(g), Misc Charges (h) and action buttons (i).
- Click the Op Code dropdown arrow.
- Select an Op Code.
Note: If you do not see an exact fit to the repair concern you are having that is OK. The Op Codes are used primarily to track the types of repairs that are completed. Think of these as a category of repair, Not a specific repair.
- Click Update to save the Job Line.
Step Three: Fill Out the Job Line
Once the Job Line has been created it will receive a line number (a). The small arrow (b) next to the line number will open and collapse additional input fields.
Click Edit to begin filling out the Job Line.
This is where you assess what the job is, why you are doing the job and how to fix the issue.
Concern: Concern to be addressed with this repair event
Cause: Root cause of the issue requiring correction
Correction: The work performed to correct the concern
- Click the Concern/Cause/Correction tab.
- Add data manually or input a default concern when the Op Code is created.
- Manually enter the cause.
- Manually enter the correction.
Note: If a technician attempts to identify the problem, you can just fill out the concern portion. Make sure to be specific as to what issues the customer has relayed to you to be the problem. It is OK to leave the Cause and Correction Blank until your Technician identifies the problem.
Add part lines once you know what parts are needed to complete the repair.
- Click the Parts Tab.
- Click the Add Part Line button.
- Enter <part name> or <part number> in the part number filter.
- Select the desired part.
- Enter the <parts quantity> needed.
- Click Update.
Note: After selecting your parts and quantity the other fields will be filled automatically.
Add a technician and track the time and rate of the job.
Learn how-to add a Designate a User as a Technician.
- Click the Tech Time tab.
- Click the Add Labor button.
- Click the technician dropdown arrow.
- Select desired technician.
- Enter the <Actual Time>.
- Enter the <Book Time>.
- Enter the <Rate>.
- Click Update.
This section is where you can add non inventoried cost to the Repair order, There are 4 main categories you can choose from.
Shop Supplies: This can be a preset amount or a rate that changes with the number of hours on a repair order.
Freight: Much like Shop Supplies, This can be a preset amount or a rate that is charged based on amount of parts sale.
Hazardous Materials: This is typically a static charge to be applied to cover the disposal of Hazardous Waste.
Other: This is where you can input anything that does not have a job specific cost but still should be charged to this Repair Order
- Click the Misc Charges tab.
- Click Add Misc Line
- Click the Type Dropdown.
- Select the Type from the dropdown.
- Enter the <Amount>.
- Click Line dropdown arrow.
- Select Job Line.
- Click Update when finished.
Each new Job Line can have a different Pay Type. Learn about Multiple Payment Methods for Repair Orders