Why:
Any work to be carried out on a vehicle in the workshop
must be entered as an operation on the corresponding workshop order. This allows
the mechanic time to be planned and workshop facilities utilized to their
fullest potential.
This also ensures that the customer is invoiced the
‘correct time’ for the repair and allows the workshop efficiency to be
measured.
Where:
From the Workshop Order View, highlight the order and select Order > Open. This will display the Order Details window.
How to Add Operations to Workshop Orders:
In the Order Details window, operations are added to the order by selecting the Operation tab and inputting the appropriate operation number and payment code.
Note! Blank will use the
payment code set up against the Customer, unless ‘Focus’ is applied to a line,
and in this situation the Payment code against the select line will be used. If
neither of these cases apply then you can select the required Payment code from
the drop down list box.
If the Payment code is either Warranty or Contract then you will be prompted to add a job number, unless the focus is already on a selected warranty/contract line and in this case the same job number will be applied to the new line.
The descriptive text against each operation number comes from the information held in the TST/VST files. Depending on the operation type, you might be prompted to confirm cost prices for certain operation numbers (usually sublet or other sales). Times shown for the operations are from matching the vehicle data to the VST/TST files in Impact; based on the specific variants. Any operation number that do not have a time means the system cannot find matching variants and a window will be displayed displaying minimum and maximum times. In this case you can enter the time manually.
If you add an operation that has a package attached, a window will be displayed listing the package selections. You can select a package from the list, or use the check box to indicate that you just want to use the operation only.
Select ‘Part details’ button on Operation tab to check if there are any Main and associated parts attached to the operation in Impact. RMK > ‘Add All’ will allow all details to be added to the Order
Lines can be added to the Order root or can be arranged together in a ‘tree’ format, for example Text: Carry out a service, Operations can then be attached 1774400, and to that part numbers 466634, 466987 etc can be attached.
What else would you like to do?
Adding Parts to a Workshop Order.
Changing the Customer on an Order or Quotation.
Changing the Vehicle on an Order or Quotation.
Cancelling or Deleting an Order.
Related Topics:
Impact Drag & Drop Interface to a Workshop or Parts Order.
Set up:
A new parameter OEW021 has been introduced from 3.2 that allows the labour discount to be amended for non fixed value operations based on the threshold set against the user in the ‘Parts user ID table’.
A new parameter PRC006 will also determine if a new Labour Price Matrix will be used to formulate a hourly rate rather than a price factor.