Maintenance Order
Maintenance Order
Path：Dealer Portal --> Field Service --> Repair Management --> Maintenance Order
Create
For handover equipment, if there is no service record within 30 days, the system will automatically create a maintenance reminder. The service engineer will find the maintenance reminder and click the Invoke button to generate a maintenance order
Maintenance orders initiated from MySany will be directly assigned to the responsible engineer. If the equipment does not have a responsible engineer, the order will be assigned to the assist engineer . If there is no assist engineer, the order will be assigned to the service supervisor. Dealer's engineers can also open the maintenance menu, click the +New button, input the equipment code that requires maintenance, the customer's order time, and the maintenance node, and then save.
ADDCollaborateEngineer
If assistance is needed after accepting the order, an assisting engineer can be added to handle the order. Only engineers under the same agent can be added;
Abnormal Completion
Before on-site completion, if the customer cancels this service, the engineer can click the Abnormal Completion button, select the reason for Abnormal Completion, cancel this service.
On-site process
Fault Diagnosis
Dealer's engineers arrive at the site for maintenance work. In the fault diagnosis tab，Work Conditions Information, complete information such as Current Driving Mileage,Current Operating Hours, and Current Operating Volume; Other options like Work Environment,Process Result，Processing Progress can be filled in as needed;
Service Items
In the Service Items tab, add maintenance items, service parts, other fee, etc. based on the actual situation.After adding the fee, please verify if it needs to be charged. If it is charged, please select 'Yes' in the field, and the unit price and quantity of all fees can be modified.
Maintenance Item
Click +New Service Item, add the repair code, the number of man-hours, then save and close. The repair codes are synchronized domestically based on the equipment's product group. If there is currently no corresponding repair code, other fees can be temporarily used as a substitute.
Service Part
Select the correct TransactionType,Currency,Sub Company,Factory,Warehouse,click +New Service Part button then input Part and Quantity then save and close to add the part.
Other Fee
Click +New Service Other Fee to add other service fees, input the other fees and quantities, save and close to add other expenses.
Charge
After completing the maintenance items, parts, and other fees, click the 'Charge' button, and the system will compute the total amount for this service order.
Add Abnormal Feedback
If during the maintenance process, anomalies are found in the system configuration such as Repair Work Hour Missing,Work Hours Quantity Change,SIS Abnormality, they can be addressed by creating an anomaly feedback for maintenance. Upon creation, the maintenance order and equipment are automatically imported from the service order. Select the Order Type of it that requires maintenance: Repair Work Hour Missing,Work Hours Quantity Change,SIS Abnormality. Different types require different information to be maintained. Taking Repair Work Hour Missing as an example, you need to select the Repair Code,Missing type and Problem Description. After all information is supplemented and saved, submit the feedback.
Field Service Complete
After the on-site service work is completed, fill in the actual quantity of parts consumed, and click the on-site completion button to finalize the on-site work.
Service Completion
Under the attachments tab, upload the mandatory photos before completion, select the correct file type, save, and then click the service completion button to submit for service completion approval.
