Creating a Partial Credit From a Workfile

The Partial Credit feature allows you to create and submit a partial credit on a part. This feature is useful when receiving a part that may need additional work that you want the vendor to make an allowance in lieu of returning the part.

This feature also allows you to assign repair labor to a technician in the same form. A comments field allows you to add notes to the vendor. Select attachments. Once completed, the repair order job costing is updated to reflect the credit amount.

To create a partial return from the workfile

1. Open the repair order workfile.
2. Select the Parts tab, and then select New Partial Credit from the toolbar.
   
   - or -
   
   Select Actions > New > Partial Credit from the workfile toolbar. The Select Part Line screen opens.
3. Select the part line, and then click OK.The Partial Credit screen opens.
4. Enter a date value from the Request Date field if needed.
5. Enter the total credit amount in the Credit $ field (required).
6. Select the I would like to assign labor to repair this part option, and then select the technician or team from the droplist.

Note: This form allows you to enter the credit amount without assigning labor to a technician or team.See Assigning Labor in a Partial Credit.

7. Add comments to the vendor, and then add attachments (optional).
8. Select Save and Close or Save and New from the toolbar.

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