Concepts

Tasks

Settings

Repairing Failed Units Using the External or Off-site Repair Process

Contents

Adding a Purchase Requirement for Off-site Repair to a Repair Work Order

Creating Off-site Repair Requisitions

Creating Repair Purchase Orders From Scratch

Creating Shipping Transactions

Receiving Repaired Resource Units

Receiving Off-site Repairs for Inspection

Use requisitions, work orders, and purchase orders to track external repairs. You can indicate that a requisition or purchase order line is a repair order and select the resource and unit to be repaired. You can select only units with a status of Repair On Site, Awaiting Repair Action, or Returned.

Standard purchasing functions such as approvals can be used with off-site repair purchase orders.

The following steps outline the off-site repair process, starting from the point where the unit swap has been completed.

Follow the steps in this procedure to complete an external repair. If necessary, follow the links for more detailed instructions on any step. The statuses of the units are shown. Statuses are the same for units linked to assets and units that are not linked, unless otherwise indicated.

This topic assumes that you have already replaced (swapped) the failed unit. If you have not yet completed the swap, please see Swapping a Repairable Spare.

To Repair a Unit Externally

1.	If a repair work order already exists, open it.

If a work order for the repair was not automatically created, create one now. You can do this manually, or using the Move to Repair Shop method.

Note: This will set the unit’s status to ‘Repair On Site’. The status will be changed to ‘Repair Off Site’ when you ship the unit to the repair supplier.

Please see Moving a Serialized Unit to the Repair Shop.

Unit	Status
Failed Unit	Repair On Site

2.	Plan the repair work order. Add a purchase requirement for the external repair work. If the work order was created by the system, or if you created the work order using the Move to Repair Shop method, this requirement may already exist on the work order.

To add a requirement, please see Adding a Purchase Requirement for Off-site Repair to a Repair Work Order.

3.	If necessary, send the work order for approval or mark it as planned, and schedule the work. When the work order is approved or marked as planned, a repair requisition is created.

4.	Create a purchase order for the repair. You can create the purchase order from the requirement on the work order.

For more information, please see Creating Purchase Orders from a Work Order.

5.	If necessary, send the purchase order for approval.

6.	Create a Shipping transaction to record that a unit has been shipped to a vendor. Send the actual unit to the supplier.

Please see Creating Shipping Transactions.

Unit	Status
Failed Unit	Repair Off Site

7.	When you receive the repaired unit from the supplier, create a Purchase Receipt transaction to receive it.

Please see Receiving Repaired Resource Units.

Unit	Status
Failed Unit	Spare; Awaiting Restock or Repair Shop may also be selected

8.

If necessary, create a Return to Inventory transaction to return the repaired unit to inventory. Usually this step is only necessary if the unit was held for inspection after being received. This step changes the status of the unit from ‘Awaiting Restock’ to ‘Spare’. When the unit’s status is changed to Spare, it can be requisitioned and issued from inventory.

Please see Returning Serialized Inventory Units to Inventory.

Unit	Status
Repaired Unit	Spare

9.	When the repair is complete, report the work activity and close the work order task.

Note: Depending on the serialized resource settings, the system may automatically mark the work order as being completed.