Internal Work Order Overview

Work Orders can be used to repair your own equipment, following these steps:

1. In Customer Information set up your firm as customer "REPAIR" by over-typing the next available default Customer# displayed, with "REPAIR" and filling in your company's name and address, as the customer address.
   All internal Work Orders should then be assigned to this customer # "REPAIR" to clearly distinguish them from actual customers' Work Orders.
   A Customer Revenue Report for customer # "REPAIR" can then be generated to view repair information.

2. When entering the Work Order, your product # can be entered at the Make/Model prompt.
   The description, serial # and meter reading will automatically be tracked.

3. Parts inventory is reduced as the parts are issued or used on the Work Order parts detail.
   (If a parts inventory is not maintained, see Miscellaneous Part - Setup.)

   Back-Ordered Parts control:

   The Prevent Invoicing of Work Orders with Parts on BO flag in the Company Estimate and W.O. Parameters can be set to restrict any Work Order from being closed to an invoice or to an internal repair until all the parts on the W.O. are "issued" (used) or removed from the W.O. if not used.

4. When the job is completed the Work Order can be closed out to an invoice to bill the customer, or to a Repair or Addition as outlined in Close Internal Work Order.
   The G/L transactions to post the costs of the parts used, are automatically posted to the General Ledger through the Rental Journal Transaction Report in Daily Close 3.

   Note: Costs for labor are not generally posted to the G/L from the Repair transaction as they are expensed through employee wages, and costs for any outside services on the repair are not posted as they are expensed by the A/P invoice.

   Labor costs are only posted to the G/L if the Post Internal Work Order Labor To GL feature has been activated in the Divisional Work Order Parameters to track cost recovery by division.
   

   If the Work Order is closed out to an Addition the repair costs are also updated on the Fixed Asset Tag of the equipment in order to increase the value of the equipment.
   An Addition note is added to the tag with the date, source and amount that can be viewed in Rental Inventory in the window on the Additions field of the appropriate Fixed Asset Tag.

5. Optional Auto-Close W.O. to Repair feature:
   The option to Auto-Close from Fast Track Labor can be set in the Company Estimate and W.O. Parameters to provide the ability to automatically convert a Work Order for rental equipment to an Internal Repair when labor is logged in the Fast-Track Work Order Labor utility, if the product has a Status Code that allows rental and if there is a valid defined for the Rental Product Class of the rental product being serviced.

Process flow for an Internal Work Order or Repair: