Why:
The workshop requisitions routine is used to log requests for work to be carried out on stocked vehicles, and to print work requisitions for the workshop.
Where:
To see all current workshop requisitions, from the vehicle order view select Actions > Workshop Requisitions. This will display a Workshop Requisition List window. To see requisitions for a particular vehicle order, in the vehicle order view highlight the order and select Vehicle Order > Workshop Requisitions. This will display a Workshop Requisitions List window for the selected stock ID.
Workshop Requisitions can also be added from the detail screen of the Planning Overview.
How to Work With Workshop Requisitions:
The Workshop Requisitions List window lists all open and completed requisitions. Requisitions remain on file until the vehicle order is deleted. To create a new workshop requisition, select File > New. If selected from the Actions menu, you'll have to input the stock ID of the vehicle.
Input the workshop branch that is to carry out the work. Enter the planned start date and planned completion date. Planned completion date may be calculated automatically by entering the required number of working days and clicking on calculate.
Work requisitions can either be input manually or by selecting existing extras held against the vehicle record.
Manual Input - Select File > New. This will display the Add Work Requisition Detail window. Input a description of the work required and a work operation number, if relevant. Input the estimated or agreed cost for the work and click OK.
Select Extras - Select Actions > Select Extras. This will display the Workshop Requisition Details - Select Extras window containing the list of extras held against the vehicle stock record.
From the list of available extras, double-click any that you want to add to the requisition. Items can be de-selected in the same way.
To add all available extras choose Actions > Select All in the Select Extras window.
If the extra you want to add isn't in the list of available extras, you can add it by selecting File > New. This will display the Vehicle Order Maintenance - Add Extra window. When you've input details of the extra it will appear in the list of available extras. You can then add it to the requisition.
In the Work Requisition Details window there's an area where text lines can be added to the requisition, or to add text that's already been recorded in the Text tab of the Vehicle Order Maintenance window select Actions > Copy Free-Format Text. When text has been copied into the requisition you can edit it without affecting the original text in the Vehicle Maintenance window.
To print a workshop requisition, highlight it within the list of workshop requisitions and click on the print icon.
To delete a workshop requisition, highlight it within the list of workshop requisitions and click on the delete icon.
To complete a workshop requisition, highlight it within the list of workshop requisitions, right-click then select complete. This will move the requisition from the open tab to the completed tab.
Related Topics:
Creating Amending Vehicle Orders