System Process Document

Creating a Repair Estimate

Department
Responsibility/Role
File Name 677654504.doc
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Document Generation Date 05/12/2011 23:19:00
Date Modified 12/5/2011 11:19:00 PM
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Creating a Repair Estimate

Trigger:

Concept

Depots require a repair diagnosis of the customer's returned item to accurately determine the cost
involved in the actual repair, upgrade, or overhaul. The depot technician typically performs this
by inspecting or performing a teardown of the item to determine the required parts and labor for
the repair. After completing this process, the depot provides a formal quotation to the customer
for approval before any work is scheduled.
 
In this topic, you will create a repair estimate.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Creating a Repair Estimate

Procedure

Step Action
1. Begin by navigating to the Find Repair Orders page.

Click the vertical scrollbar.

2. Click the Depot Repair Manager, Vision Operations link.

3. Click the Repair Orders link.

4. The Find Repair Orders page enables you to retrieve the repair order for which
you want to estimate charges.

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 System Process Document
Creating a Repair Estimate

Step Action
5. Click in the Repair Number field.

6. Enter the desired information into the Repair Number field. Enter "11190".
7. Click the Find button.

or Press [Alt+I].
8. Click in the Customer Name field.

9. Click the OK button.

or Press [Alt+O].
10. The Repair Orders page displays the service request and repair order
information for a repair order.  

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System Process Document
Creating a Repair Estimate

Step Action
11. Click the Repair Estimate tab.

12. The Repair Estimate tab provides a summarized view of the repair estimate
transactions needed to complete the repair. You can launch an estimate
Worksheet page that allows changes to charge lines that you entered on this tab.
13. Click in the Lead Time field.

14. Enter the number of units required to complete the item repair.

Enter the desired information into the Lead Time field. Enter "10".
15. Click in the UOM field.

16. Select a unit of measure to describe the lead time units required.

Enter the desired information into the UOM field. Enter "Day".
17. Click in the Billing Category field.

18. Enter the desired information into the Billing Category field. Enter "Labor".
19. Click in the Item field.

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 System Process Document
Creating a Repair Estimate

Step Action
20. Enter the desired information into the Item field. Enter "Labor".
21. Click in the Qty field.

22. Displays the quantity if items for which service is being requested.

Enter the desired information into the Qty field. Enter "80".

Step Action
23. Click the Save button.

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System Process Document
Creating a Repair Estimate

Step Action
24. Click the Costs... button.

25. The Estimated Costs versus Estimated Charges page shows the estimated cost,
the estimated charge, the estimated profit (charge less cost), and the estimated
profit margin  percentage by separate material, labor, expense, and total lines.

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 System Process Document
Creating a Repair Estimate

Step Action
26. Click the Close button.

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System Process Document
Creating a Repair Estimate

Step Action
27. Click the Line Details... button.

28. The Estimate Charge Line Details page enables you to enter the detailed charge
line values in the fields.

Step Action
29. Click the Close button.

30. The Override Charge check box enables you to override repair charges after
you have saved it. Discounts associated with the contract are not applied if you
manually change the estimated charge.

This check box is enabled if the profile option CSD: Allow Charge Override for
Estimates is set to Yes.

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 System Process Document
Creating a Repair Estimate

Step Action
31. Click the Override Charge option.

32. Click the Save Estimate button.

33. You have successfully created a repair estimate.

End of Procedure.

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