Closing a Repair Order

The Close Repair Order feature is a wizard that displays a series of windows allowing you to correct exceptions in the Repair Order. These include updating estimate data, missing required fields, profit exceptions, print options for documents, and dates for cycle time, file close, and vehicle delivery.

  1. Select View > Workfiles from the menu bar. The workfiles Search screen opens.
  2. From the Workfiles panel, select the Views option.
  3. Select All under Open Repair Orders.
  4. Select the repair order workfile, and then click Action > Close from the mini-toolbar. The Update Estimate screen opens (if required).
  1. Select Dashboards, and then click Accounting from the menu bar. The Accounting Dashboard screen opens.
  2. Click on the Delivered Not Closed option.
  3. Select the repair order workfile from the list, and then click Close from the mini-toolbar. The Close Repair Order screen opens.
  1. From the Update Estimate screen, click the Update Repair Order button.
  2. When the update is completed, the Update Repair Order screen closes, and the Required Fields screen opens (if required).
  1. From the Update Estimate screen, click the Continue Without Updating Repair Order button, and then click Next . The Required Fields screen opens (if required).
  1. Click Remove Link to Estimate and Continue, and then click Next. The Required Fields screen opens (if required).
  1. Enter information in all of the fields that appear in the Required Fields screen.
  2. Click Next. The changes that you made are saved in the workfile and the Exceptions screen opens (if required).

Note: The Validation Errors window displays required field description link that indicates the missing data. Click each field message link to return to the Required Fields window and enter the missing data for that field.

  1. Review the list of exceptions from the Exceptions screen,.
  2. Click on each Reviewed checkbox, and then click Next. The Open Tasks screen opens (if required).
  3. Review the open Tasks, and then click the Cancel checkbox for each task (optional).
  4. Click Next. The Confirm Close screen opens.

Note: All open Tasks are marked Complete by default.

You must have the Workfile - Override critical performance permission enabled for your security role in order to mark a Critical Exception as Reviewed.

  1. Confirm all cycle time dates from the Repair Plan pane.
  2. From the Print pane, select the documents you want to print, and then click Finish. The information is saved, the selected documents are printed, and the document status of the workfile is changed to Closed.