How do I order the missing parts?

  1. Add the part to the repair order, see Manage parts in repair orders.

  2. Click Confirm Repair. The purchase order of the part is created as a quotation, with the reference of the repair order as its source. The Component Status of the repair order stays Not Available until the goods are received.

  3. Click the Purchase Orders button of the repair order to open it.

    The Purchase Orders button of a repair order
  4. On the purchase order, the Repair Orders button goes back to the repair orders that need it. When several repair orders need the same part from the same vendor, they share one purchase order.

    The Repair Orders button of a purchase order

Confirm the purchase order and receive the goods as usual. The part becomes available for the repair order.

How do I manufacture the missing parts?

Activate the Manufacturing app: the link with the repairs is installed automatically.

The Manufacturing app found in the Apps list

When you confirm a repair order that has a part with the Manufacture and Replenish on Order (MTO) routes, the manufacturing order of the part is created. The repair order shows the Manufacturing button with the number of orders. Click it to open them.

The Manufacturing button of a repair order

The manufacturing order shows the Repairs button, which goes back to the repair order it serves.

The Repairs button of a manufacturing order

How are kits handled?

When you add a product whose bill of materials is of the type Kit as a part, the repair order replaces its line by the lines of its components, with the same type of part. The technician and the stock moves work on the components.

A kit added as a part and split into its components

Common errors

Problem

What to do

No purchase order is created when I confirm the repair order.

The part has no Buy route and vendor, or no Replenish on Order (MTO) route.

The Purchase Orders or Manufacturing button is missing.

No order was generated for the repair order, or the user has no Purchase or Manufacturing access right. The Manufacturing button also needs the repair order to be confirmed.

Next steps