Repairables

To enable TabWare to track repairable items at your location, put a checkmark in the Use Repairables Tracking field. If this field is not checked, the bottom half of the window is protected and none of the repairables tracking process takes place.

If your location is using the Repairables Tracking feature, TabWare tracks repairable inventory items from the time they are received and follows them through the repair cycle where they are issued to a work order, returned for repair, repaired, and either restocked or scrapped.

Select this option if you want the system to automatically approve all repair requisitions when they are created.

Enter the equipment location that you want TabWare to default to for repair work orders. An equipment location of this value must be set up in the Equipment Notebook (serial number is not allowed on this equipment location).

This is the cost category for posting the repair costs at the time the repaired item is restocked or scrapped. If none is selected, the work order cost category for actual costs defined for the item type in the Inventory Setup for item types is used.

This is the work order status that the system will automatically move the repair work order to at the time the restock is completed.

This is the work order status that the system will automatically move the repair work order to at the time the scrap is completed.

Use this set of options to direct how TabWare handles accounting issues related to the removal of repairables for repair from the normal use cycle.

This option indicates that the original work order is credited with the restock value at the time of restock.

This option indicates that the Repairables Holding Account is credited with the restock value at time of restock. At the time of issue, a repair credit transaction is generated to the original work order and the Repairables Holding Account is debited.

The original work order is never credited with the issue cost of the item. The only restock options available with this accounting option are Repair Cost and No Value.

If the Accounting Setup option Create credit memo at time of issue is selected, then these values are required.

If the restock value is Repair Cost, then this is an optional entry for the account used in the general ledger interface to capture the adjustment to inventory.

Each of the restock options listed below are established in the Repairables Setup window but can be overridden at the Item Notebook level.

The item is restocked at the value of the repair work order (internal repair) or the value of the purchase order (external repair).

The item is restocked at the average unit cost of the item at the time the repairable item was originally issued.

This option can be set at the individual item level from the Item Notebook. If selected, the item is restocked at zero value (this option would normally be selected for capital spares where the value of the item is tracked in the Fixed Asset system and TabWare would track only the repair costs of the capital spare).

The item will be restocked at a percentage of the average unit cost of the item at the time the item was originally issued. Indicate the percentage of value that should be used.

If repair tags are used, you can require the manual entry of numbers, you can define an automatic numbering method using the radio buttons in the window, or you can allow the system to number and also allow the manual entry of numbers.

A checkmark in this field allows the user to manually enter a repair tag number. If the radio button Manually Assign Numbers is checked, the system automatically enters a checkmark in this field. A checkmark in this field in conjunction with a mark in any of the other radio buttons defines the automatic numbering method and also allows the manual entry of tag numbers. Leave this box unselected if you do not want users to be able to manually enter numbers.

The prefix can be one to five characters long. Use of the hyphen character is not allowed. You must enter the Number of Digits which cannot be greater than 10. Last Number is an optional entry.

The date portion of the number equals today's date in YYMMDD format. For sequence, Number of Digits is required and cannot be greater than 9. Last Number is an optional entry.

Select this option if you want the user to manually assign a repair tag number. If this box is checked, the system does not automatically enter numbers.

Number of Digits is required and cannot be greater than 15. Last Number is optional.

For each of the restock values applicable to the accounting option selected on the Accounting tab, there are two options where the invoice variance will be applied on a restocked repairable if the cost is not averaged into the item unit cost. The options are Issuing Work Order and Unapplied Variance. The option for Issuing Work Order means the costs will be applied to the work order that initiated the process to replace the repairable at an equipment location. The Unapplied Variance option will leave the costs in the in_log_material.unapplied_variance bucket for the variance transactions generated when the invoice is processed or a change order against the purchase order is done.

Displays for all accounting options.

Displays for accounting options create credit memo at time of issue and create credit memo at time of restock.