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DealerTeam

Multiple Payment Methods for Repair Orders

Goal 

Service Repair Orders can contain multiple payment methods on a single work order.

After reading this article you will be able to:

  • Navigate to a service repair order record
  • Explain the pay types
  • Add a warranty account to service repair orders
  • Edit pay types on job lines

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Service Repair Order Record

  1. Click the App Launcher icon.

1 Print Technician Copy- App Launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Print Technician Copy- SRO Navi.png

 

  1. Click desired Service Repair Order.

3 Print Technician Copy- SRO record.png

 

Step Two: Payment Types

There are three payment types:

 

Type Payment Description
C Customer Pay Customers pay out of pocket for the job.
W Warranty Paid for by a Warranty Account
I Internal Paid for by the dealership.

 

Note: Op Codes on the job line may have a default pay type which can still be changed. Learn more about Adding Job Lines to Service Repair Orders

 

Warranty Account

Add a Warranty Account to a Service Repair Order when there is a Warranty Pay Type on a Job Line of that SRO.

  1. Double-click the pencil icon on the Warranty Account field.

1 Multiple Payment Methods for Repair Orders- Warranty account.png

 

  1. Click the account search icon.

2 Multiple Payment Methods for Repair Orders- Warranty account.png

 

  1. Click the Warranty Account.

3 Multiple Payment Methods for Repair Orders- Warranty account selection.png

 

  1. Click Save.

4 Multiple Payment Methods for Repair Orders- save.png

 

Step Three: Edit Pay Types on Job Lines

  1. Click Edit on the desired Job Line.

5 Multiple Payment Methods for Repair Orders- edit btn.png

 

  1. Click the Pay Type dropdown.
  2. Select desired Pay Type.
  3. Click Update.

6 Multiple Payment Methods for Repair Orders- pay type.png

 

What's Next

Learn how-to Cashier a Repair Order