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Repair Order Types

Repair Order Types allow managers to categorize repair orders based on their financial model and apply appropriate billing rules. This feature helps standardize your repair processes and ensures consistent pricing across different types of repairs.

Overview

With Repair Order Types, you can:

  • Create standardized repair categories with unique codes and descriptions
  • Define billing models for different types of repairs
  • Ensure consistent pricing and processes across your repair operations
  • Track and manage different repair workflows

Billing Types

Quick Repair supports three billing models for repair orders:

Billing Type Description Use Case
Free of Charge (FOC) No cost to customer Warranty repairs, goodwill gestures
Time and Material (T&M) Bill based on actual time and materials used Complex repairs with variable scope
Fixed Fee (FIX) Predetermined fixed price Standard repairs with known scope

Setting Up Repair Order Types

Prerequisites

  • You must have Manager permissions to create and modify repair order types
  • The Quick Repair extension must be installed and configured

Creating a New Repair Order Type

  1. In Business Central, use the search function to find and open Repair Order Types.

  2. On the Repair Order Types page, select New to create a new record.

  3. Fill in the following fields:

  4. Code: Enter a unique identifier for the repair order type (up to 20 characters)

    !!! tip "Naming Convention" Use descriptive codes like "WARRANTY", "STANDARD", or "EMERGENCY" for easy identification.

  5. Description: Provide a clear description of when this repair type should be used (up to 100 characters)

  6. Billing Type: Select the appropriate billing model from the dropdown:

    • Free of Charge: For warranty or complimentary repairs
    • Time and Material: For repairs billed based on actual work performed
    • Fixed Fee: For repairs with predetermined pricing

  7. Default Type: Check this box if you want this repair order type to be automatically assigned to new repair orders (optional)

    !!! info "Default Type Feature" Only one repair order type can be marked as default at any time. When you mark a type as default, any previously marked default type will automatically be unmarked. If a default type is configured, it will be automatically assigned to the Order Type field when creating new repair orders, ensuring consistency and reducing manual input.

  8. Select OK or press Escape to save and close the record.

Automatic Default Assignment

When a repair order type is marked as default, it will be automatically assigned to new repair orders when they are created. Users can still manually change the order type on individual repair orders if needed.

Default Type Feature

The Default Type feature allows managers to designate one repair order type as the default, which is automatically assigned to new repair orders. This ensures consistency across your repair operations and reduces manual data entry.

Setting Up a Default Type

  1. Open the Repair Order Types page.

  2. Find the repair order type you want to make the default.

  3. Enable the Default Type checkbox for the desired type.

  4. The system automatically ensures only one type can be marked as default by unmarking any previously set default.

How Default Types Work

  • Automatic Assignment: When creating new repair orders, the system automatically assigns the default type to the Order Type field
  • Manual Override: Users can manually change the order type on individual repair orders when needed
  • Uniqueness Enforcement: Only one repair order type can be marked as default at any time
  • No Default Scenario: If no default is configured, the Order Type field remains blank when creating new repair orders

Managing Default Types

To change the default type: 1. Mark a different repair order type as default - the system automatically removes the default setting from the previous type 2. To remove all defaults, uncheck the Default Type checkbox on the currently marked default type

Example Default Type Setup

Consider setting up a default type for your most common repair scenario:

Code Description Billing Type Default Type
STANDARD Standard Repair Service Fixed Fee ✓
WARRANTY Warranty Repair - No Charge Free of Charge
EMERGENCY Emergency Repair (24hr) Time and Material

Additional Example Repair Order Types

Here are some common repair order types you might want to set up:

Code Description Billing Type
WARRANTY Warranty Repair - No Charge Free of Charge
STANDARD Standard Repair Service Fixed Fee
EMERGENCY Emergency Repair (24hr) Time and Material
GOODWILL Goodwill Repair Free of Charge
COMPLEX Complex Technical Repair Time and Material

Managing Repair Order Types

Editing Existing Types

  1. Open the Repair Order Types page
  2. Find the repair order type you want to modify
  3. Make your changes directly in the list
  4. The changes are saved automatically

Deleting Repair Order Types

Before Deleting

Ensure the repair order type is not being used in any existing repair orders before deleting.

  1. On the Repair Order Types page, select the line you want to delete
  2. Press Delete or use the Delete action
  3. Confirm the deletion when prompted

Best Practices

Organizing Your Repair Types

  • Keep it Simple: Start with a few basic repair types and expand as needed
  • Use Clear Codes: Choose codes that are easily understood by your repair team
  • Consistent Naming: Develop a naming convention and stick to it
  • Document Usage: Include usage guidelines in the description field

Default Type Strategy

  • Choose the Most Common: Set your most frequently used repair type as the default to maximize efficiency
  • Consider Business Model: If most of your repairs are warranty-based, consider setting a warranty type as default
  • Standard Operations: For service shops with predictable repair patterns, setting a "STANDARD" type as default works well
  • Review Regularly: Periodically review your default choice as business patterns change

Billing Type Selection

  • Free of Charge: Use for warranty repairs, recalls, or customer goodwill situations
  • Time and Material: Best for complex repairs where scope is uncertain or for premium services
  • Fixed Fee: Ideal for routine repairs with predictable costs and timeframes

Training Your Team

Ensure your repair team understands: - When to use each repair order type - How billing types affect the repair process - The importance of selecting the correct type for accurate billing - How the default type feature works and when manual override is needed

Permissions

Different user roles have varying levels of access to repair order types:

Role Permissions Description
Manager Read, Modify, Delete, Insert Full access to create and manage repair order types
Technician Read Can view repair order types but cannot modify them
Read Only Read Can only view existing repair order types

API Integration

Repair Order Types are also available through the API for integration with external systems. The Repair Order Type API page exposes this data for:

  • Third-party repair management systems
  • Custom applications
  • Reporting and analytics tools
  • Mobile applications for technicians

Troubleshooting

Common Issues

Q: I can't create new repair order types
A: Ensure you have Manager permissions. Contact your system administrator if needed.

Q: The billing type I need isn't available
A: The billing types are predefined. Choose the closest match or contact your administrator about customization options.

Q: Can I change the billing type after creating orders?
A: While you can modify the repair order type definition, consider the impact on existing orders that use this type.

Troubleshooting

Common Issues and Solutions

Multiple Default Types Error

If you receive an error about multiple default types: 1. Go to the Repair Order Types page 2. Check which types have "Default Type" set to "Yes" 3. Keep only one type as default 4. Save your changes

No Default Type Available

If no repair order type is assigned automatically: 1. Verify at least one repair order type exists 2. Ensure one type has "Default Type" set to "Yes" 3. Check if the default type is blocked or inactive

Wrong Default Type Selected

If the wrong type is being assigned automatically: 1. Navigate to Repair Order Types 2. Find the currently marked default type 3. Uncheck "Default Type" for the wrong type 4. Set "Default Type" to "Yes" for the correct type

Default Type Not Working

If the default assignment isn't functioning: 1. Verify the repair order type setup is complete 2. Check user permissions for repair order creation 3. Ensure the default type is active and not blocked 4. Contact your system administrator if issues persist

Getting Help

If you encounter issues not covered in this troubleshooting section: - Check the Quick Repair extension logs for error messages - Contact your Business Central administrator - Refer to the main Quick Repair documentation for additional support resources

For additional support or questions about Quick Repair, contact BC4All support or consult the community forums.