The Outside Service sub-screen:
| • | Identifies information regarding units sent out for repair such as RMA number, related dates, who shipped to and via, and possible charges |
Do note that as Outside Service relates to shipping and receiving information, this sub-screen requires additional security group settings. The logged in user must have rights to this feature to be able to edit the information in this sub-screen.
For example, if you have rights to create and edit workorders, but do not have rights to Outside Service, this screen although viewable, will not be able to be edited by you.
See also:
Sent To
Drop down list where you select the organization that the unit was sent to. This can be a manufacturer (warranty) or another repair organization. Clicking on the manufacturer or repair centers hyperlinks above the Sent To drop down list allows you to quickly enter new organizations or view information about the presently selected.
RMA Number
This field is used to enter a tracking number supplied by the repair center that the unit is being sent to. In many cases this would be referred to as an RMA number or Authorization number and is the number usually required when inquiring with the repair center about the status of a unit sent to them.
Repair Cost
This field would be used to indicate the internal costs involved.
Repair Price
This field would be used to indicate the charges to the client for repair of the unit if applicable.
Notes
A typical use might be to indicate specific notes about the shipping.
Sent Via
This is used to select the shipping company used to send the unit for repair. New vendors can be added via the Sent via hyperlink above this list which will take you to a screen where you can add / edit new vendors and also look up phone numbers and other contact information if the shipper needs to be contacted.
Tracking Number
This field is used to enter the tracking number provided by the organization responsible for transporting the unit. Typically this would be a waybill number. The field is provided as a reference field in case the shipper needs to be contacted about the delivery.
Shipping Cost
This field is used to indicate the internal costs involved in shipping the unit.
Shipping Price
This field is used to indicate the charges to the client for shipping of the unit if applicable.
Date Sent
This is the date the unit leaves your organization.
ETA Date
This would be the estimated time unit will be returned back to your organization for informational purposes.
Entering an ETA date allows you to quickly see via the Items grid which items are overdue for return and follow up on them.
Date Returned
This would be the actual date item returned.
Setting this allows you to filter by the Items grid on this column also with Date Sent column to see what units are still not yet returned.