Why:

Schedules can be created in Fusion for each vehicle for its contract term based on chassis series and number. The Workshop Loading Report can then be printed to identify which vehicles are due in and for what type of service. There is also a facility to print follow up letters to inform the customer which of their vehicles is due in, when and for what type of service.

 

Where:

From the Workshop Order View or Vehicle View screens, select Actions > Schedules. This will display the Scheduled Work screen.

 

How to Create a New Schedule:

To create a new schedule, highlight the vehicle in the Vehicle Master File, right-click and select Schedules. This will display the Scheduled Work screen for the selected vehicle. Select File > New and input the schedule details.

When a workshop order is created, the schedule must be downloaded to the repair order. This is done by selecting Schedules from the list and finally selecting the Copy to Order option. The status of the schedule is then automatically updated to ‘Open’ and the order number will appear in the Scheduled Work window.

Once copied to an order, the schedule is displayed in the order lines section of the order lines section of the Order Details window and the status of the schedule is automatically updated to ‘Open’. In the scheduled Work window the order number is now displayed alongside the schedule.

When the schedule has been completed and the invoice produced, the status column is automatically updated to indicate it is ‘invoiced’. Completed schedules remain on the system to provide a record of schedules performed over the life of a vehicle.

 

How to Modify a Schedule:

The Scheduled Work window lists all vehicle schedules currently set up in Fusion or downloaded from VOSP. Any that have not been ‘opened’ (i.e. don’t have an order number assigned) can be double-clicked and the details modified.

 

What else would you like to do?

Schedule Letters.

 

Related Topics:

Schedule Templates.

Extracting VOSP Data.