Repair orders

Work package relationship

When you create a repair order from unserviceable inventory or add an inventory line to an existing repair order, work packages are linked to the order lines as follows:

• If the selected inventory item is not associated with a work package, a new work package is created and scheduled, externally, based on the order line information.
• If the selected inventory item is associated with an existing unscheduled work package, the work package is linked to the repair order line and scheduled, externally, based on the order line information.
• If the selected inventory item is associated with multiple work packages, a new work package is created and scheduled, externally, based on the order line information.

However, if the selected inventory item has at least one internally or externally scheduled work package prior to creating the repair order, you cannot create a repair order for it.

When you reschedule a work package that resulted from a multi-lined repair order, you cannot change scheduling details such as the repair vendor, broker, purchasing contact, return to location, terms & conditions and transportation type on the work package. To modify these details, you can edit the repair order. For repair orders with a single line, you can change scheduling details either on the work package or repair order. However, once the order has been issued, the broker and vendor cannot be edited on either the repair order or the work package.

Work packages are started and have the status IN WORK when the outbound shipment is sent.

Add, edit and remove repair order lines

You can add and remove inventory lines from a repair order, provided that the outbound shipment for the order has not been sent. You can, however, add and remove miscellaneous lines regardless of the status of the outbound shipment. When a repair order line is removed, the repair order details available in the associated work package are removed as well. You can remove all but one inventory order line on a repair order. You can invalidate a repair order with one remaining line by canceling the order. Once a repair order has been canceled, you cannot reopen it.

Convert repair to exchange

Shipments

When the repair order is created, an outbound shipment is created with one shipment line for each order line of the repair or exchange. The outbound shipment type is SENDREP, unless the repair order is converted to an exchange order, in which case it is SENDXCHG. Shipment lines are added to a shipment with the Pending status, as new order lines are added to the repair order. Once the outbound shipment has been sent and is in the Complete status, you cannot add new order lines and shipment lines to the shipment.

An inbound shipment is created when the repair order is issued. The inbound shipment has one shipment line for each order line of repair or exchange. The inbound shipment type is REPAIR, unless the repair order is converted to an exchange order, in which case it is PURCHASE.

You can choose to receive only some shipment lines on a shipment which in turn creates a new inbound shipment to receive the remaining shipment lines. Likewise if you receive part of a batch, a new inbound pending shipment is created for the remaining batch quantity.

In the Inventory Receipts area of an RO Details page, the Received Qty column for a line, indicates the number of items that are financially received. Before any items for the line are inspected as serviceable, the full quantity is bracketed in red colour and zero items are counted as received. As the items are inspected as serviceable, the received quantity count is adjusted. (Each line also shows the numbers physically received in each shipment.)

You can also set the Estimated Arrival Date of the outbound shipment as required. In the case of an inbound shipment, the estimated arrival date is set to the earliest promised by date from among those defined on the order lines in the repair order.

Batch repairs

The batch number of inventory that's sent for repair is archived after you inspect the repaired inventory received on an inbound shipment associated with the repair order line. The received inventory is created with a new batch number because often, repairable batch inventory is returned in partial shipments over multiple days and Maintenix needs to distinguish the returned portion from the unreturned portion. On the newly created inventory record, the Manufacture Date, OEM Lot Number, OEM Batch Number, Owner, and Owner Type are copied from sent inventory record associated with the repair order.

Before you can record the inspection of the repaired batch, Maintenix prompts you to close the work package for the inventory that was sent for repair and provides a link to the work package.

If you receive part of a batch, you close the work package. Later, when you receive the remaining repaired batch items for the repair order line, Maintenix verifies that the associated work package is complete and you are able to inspect the received items as serviceable.

If inspectors always view repair work packages before inspecting repaired items as serviceable, they won't see an open work package on the new batch, but can open the repair order for the new batch, go to the Order Lines tab and click the Line Description which links to the work package for the batch that was sent for repair.