Services
In this article, we will examine the automation of service provision based on the repair service operation.
The logic of the repair process is quite complex, with ramifications depending on the type of repair (In-service or on-site), the type of repair (warranty/paid), the feasibility of performing the repair, etc. However, in general, the flow of documents for repairs is as follows:
1.Repair Request
This document is issued upon acceptance of a faulty device at the service center. It specifies all its parameters and the type of repair (warranty/non-warranty), as well as the complete set of components of the received device. Entries are made to an off-balance sheet account to record its arrival at the repair warehouse.
2. Defect Inspection
This is the main document of the cycle, generated by the technician during disassembly and diagnosis of the faulty device. This determines the feasibility of the repair, the parts to be replaced and the cost of the repair. Depending on the customer's agreement to the repair at the stated cost and the feasibility of the repair, the repair itself is carried out, the spare parts are removed from the warehouse and a mark is placed indicating that the device repair is complete or rejected.
3. Release to the Customer
The device is released from the warehouse after successful (or unsuccessful) repair at the customer's request, provided that the device cannot be disassembled for warranty spare parts. This is the final document of the repair cycle, in which the device is removed from the balance of the repair service. This document can be used to generate all the necessary printed forms for the customer, as well as to automatically generate a cash receipt if the customer pays in cash.
4. Disassembly
The disassembly document is entered after the device has been identified as defective and found to be beyond repair. When this document is entered, the defective device is recorded in the service center balance sheet and disassembled for spare parts. This document creates entries for the receipt of spare parts to the spare parts warehouse. It is most often used for warranty repairs and for the receipt of devices from the stores that sold them.
System directories used:
• Products
• Services
• Counterparts (customers, buyers, suppliers, etc.)
• Product models (can also be used as the "Products" or "Products" directory)
• Brands
• Price groups (for spare parts, if necessary)
• Technicians
Printed forms (from all documents):
• Receipt for accepting equipment for repairs
• Warehouse receipt
• Warehouse distribution order
• Defect statement
• Completion certificate
• Expertise report
• Tax invoice
• Shipping notice
Reports
Standard reports:
• Warehouse turnover sheet (warehouses);
• Warehouse stock balance (warehouses);
• Remaining stock of delivered equipment (off-balance sheet account);
• Settlements with counterparties;
• Document register
Specialized reports:
• General report on equipment Under repair
• Report on the work of technicians for the respective period
• Repair work by type, by type of work, by device, by counterparty, by group, by completion In quantity and amount, as a percentage of the total, quantity and amount by group, average quantity for the period by type of work, by product, by group;
• Cost of repairs by type and group, warranty/non-warranty;
• Report on settlements with customers for repairs
• Report on repeated repairs
• Report on sales of spare parts
Access rights settings:
• Repair service administrator (full access to management and accounting information on repairs);
• Accountant (full access to settlement/receipt documents of spare parts, access to reporting);
• Repair foreman (access only to data related to defect detection and direct repair of products);
• Storekeeper (access to warehouse accounting operations);
• Dispatcher (access to repair request/on-site repair data)