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Repair Approvals

  • Updated

The service invoice or RO has the approvals tab. This tab allows you to enter and track approvals, whether given by the customer or by a warranty company for a warranty repair.

Mark a Warranty Job to Need Approval

Add a Repair Approval

Update the Approval Radio Button

Print Approvals

Delete an Approval

Mark a Warranty Job to Need Approval

  1. Open the Parts & Service module.
  2. In the Service Invoicing List, locate the repair order and double-click over the row to open it. Alternatively, you may click over the Document Number link to open the record.
  3. Click the Edit button in the lower right to unlock the record.
  4. Choose the warranty job from the repair list towards the left.

The warranty approval is shown on both the Repair Info and the Approvals tabs:

RO Repair Info Tab

ro_repair_info_warrantyinfo.png

Approvals Tab

ro_approvals_approvaloptions.png

Marking a repair with the Waiting For Approval status will have the invoice show as Approvals Needed in the mechanic's My Repairs list.

myrepairs_approval.png

Add a Repair Approval

  1. Open the Parts & Service module.
  2. In the Service Invoicing List, locate the repair order and double-click over the row to open it. Alternatively, you may click over the Document Number link to open the record.
  3. Choose the job from the repair list towards the left.
  4. Select the Approvals tab.

RO_approvals.png

  1. Click the Add Approval button to add a new, blank line to the approvals table.
  2. Enter the approved Parts Total amount. This will automatically update the Approved Total.
  3. Enter the approved Labor Total amount. This will automatically update the Approved Total.
  4. Enter the approver's name into the Approved By column.
  5. Optionally, you may type any notes about the approval into the Comments field.

Update the Approval Radio Button

  1. Click the Approved circle. 

Print Approvals

  1. Click the Print Approvals button to have the Invoice Estimate Approvals report open in a new tab. This report shows the approvals entered for all job lines on the invoice.

RO_invoice_estimate_approvals.png

Delete an Approval

  1. Open the Parts & Service module.
  2. In the Service Invoicing List, locate the repair order and double-click over the row to open it. Alternatively, you may click over the Document Number link to open the record.
  3. Click the Edit button in the lower right to unlock the record.
  4. Choose the job from the repair list towards the left.
  5. Select the Approvals tab.
  6. Locate the approval in the list and click the Delete button on the row.
  7. Save and exit the repair order.

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