1. Using Service Logistics
  2. Depot Repair Billing

Depot Repair Billing

Depot repair billing includes the following:

  1. After completing the repair work, the depot repair technician reports the time spent on the job and the spare parts that were used or recovered.

  2. The depot repair manager identifies the repair work orders that are complete and ready to be billed in the Manage Depot Repair page.

  3. The depot repair manager clicks on the RMA Number link to open the Depot Repair Workbench and start the billing process. The depot repair manager then clicks Create Charges. This will create the debrief lines with charges from the parts, labor, and material expenses reported on all the repair orders that exist for the RMA line. The debrief lines created will now be visible in the Labor, Parts, and Expenses tab.

  4. Note:

    • The information in the Labor tab is read only.

    • You can add debrief lines to report any other expenses in the Expenses tab. You can edit and delete expense lines until the charges are posted.

    • You can update the service activity code in the Parts tab to reprice the debrief line before posting the charges.

    • You can also add fixed charges to the depot repair work order.

  5. Save your work.

  6. Go to the Charges tab and review and edit the charges if required.

    Note: Just like field service work orders, you can bill multiple parties for expenses incurred on depot repair work orders. Select the charge line and click the Bill to Details icon to open the Bill to Details dialog box. Here you can change the default values and select a different customer, account, and bill to address.

  7. When depot repair charges are created, the charges incurred on outside processing items, if any, are also included. Outside processing operation costs are stored in the purchase order tied to the maintenance work order's supplier operation. The purchase order has item and quantity received which is used to get the price from Pricing to calculate charges. You can see these outside processing items in the Parts tab and the related charges in the Charges tab.

  8. Post the charges to generate a sales invoice and ship the repaired part back to the customer. Note that the sales order will have the depot repair logistics lines (RMA and shipment) and the repair charges (parts, labor, expenses, fixed charges).

  9. Depot repair managers dealing with a large volume of work orders on a daily basis might review charges for a work order and then click the Post Charges and Close button and move on to the next work order. This button starts a background job to post the charges and then close the Depot Repair Workbench.