{"componentChunkName":"component---node-modules-csam-gatsby-theme-guides-src-templates-documentation-js","path":"/docs/ug114/","webpackCompilationHash":"9887d4de5ab7489123d8","result":{"data":{"allFile":{"edges":[{"node":{"name":"ug114","childMarkdownRemark":{"html":"

Users within a specific role have the ability to create damage reports within the system.

\n

Locate the Damage Report Dataset

\n
    \n
  1. Select Operations, then Damage Report:
    2. \n
\n

\"Damage

\n

Alternatively, you can create a damage report directly from a job:

\n

\"Damage

\n

Create a Damage Report

\n
    \n
  1. From the screen in Step 1, select New Record>Damage Report or hit Insert on your keyboard.
    2. \n
  2. Fill in the relevant fields.
    3. \n
\n
\n

Note: (Pink = System Generated, Blue = Mandatory):

\n
\n

\"New

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FieldDescription
Job NumberManually enter the job number into field or select the binoculars to search the system
ClientThis will automatically populate when the job number has been entered
Asset NumberManually enter the asset number or select the binoculars to search the system
Rechargeable (Tickbox)Check this if there are any costs which can be recharged to the client, this will pull through the Damage Report costs to the invoice when created
Engineer UserSelect the relevant employee
Report DateSelect the relevant report date from the calendar
Maintenance StatusSelect the relevant status
Damage Report (Hdr)
Equipment TypeThis will automatically populate when the asset number has been entered
Asset DescriptionThis will automatically populate when the asset number has been entered
Reported Damage or FaultText field to record the damage or fault findings
Engineers CommentsText field to record the engineer’s findings
Third Party Repair SupplierSelect the relevant third party supplier (if applicable)
Despatch Note NoEnter the despatch note no (if applicable)
Fault Damage Logged DateSelect the date from the calendar
Admin Advised DateSelect the date from the calendar
Customer Advised DateSelect the date from the calendar (if applicable)
Quote Received DateSelect the date from the calendar (if applicable)
PO Issue DateSelect the date from the calendar (if applicable)
PO NumberManually enter the PO number or use the binoculars to search the system (if applicable)
Manifest NoManually enter the manifest number or use the binoculars to search the system (if applicable)
Maintenance TitleManually Enter the PO number or use the binoculars to search the system (if applicable)
Returned from Repair DateSelect the date from the calendar (if applicable)
Post Repair Check DateSelect the date from the calendar (if applicable)
Damage LinkThe user can link a file/folder/webpage to the damage report
Hold from Invoice (Tickbox)Check this box if you wish to hold from invoice
Business UnitSelect the relevant business unit
Group CompanySelect the relevant group company
Cost CurrencySelect the relevant currency
\n

Click Save.

\n
    \n
  1. If the item required spares, select New Record>Job Issues.
    2. \n
\n

Fill in the relevant fields.

\n
\n

Note: (Pink = System Generated, Blue = Mandatory):

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FieldDescription
CategorySelect the relevant category type, will automatically populate if Our Part No is entered first
Equipment TypeSelect the relevant equipment type, will automatically populate if Our Part No is entered first
Our Part NoManually type in the part no used or use the binoculars to search the system
Qty RequiredEnter the value
Job Issues (Hdr)
Issues to UserSelect the relevant employee (if applicable)
Revenue Rate BCEnter the value in currency format
Group CompanyThis will default from the previous screen
OfficeSelect the relevant office
Stock LocationSelect the relevant stock location
NotesText field to record additional information
Chargeable (Tickbox)Check this box if the job issue is chargeable to the client
Hold from Invoice (Tickbox)Check this box if you wish to hold this record from the invoice
\n
    \n
  1. Select the Finance Breakdown tab and view/edit/assign the correct codes:
    2. \n
\n

\"Finance

\n
    \n
  1. Select the Bin Issue tab:
    2. \n
\n

\"Bin

\n
    \n
  1. Within the grid view, enter the required value in the Qty Allocated field, select Refresh, the colour code will change from Red to Yellow if the required qty is available:
    2. \n
\n

\"Qty

\n
    \n
  1. Select Functions>Complete Issue.
    2. \n
\n

Select Refresh, the colour code will now change from yellow to green:

\n

\"Stock

\n

Select Close to return to the main Damage Report screen

\n
    \n
  1. If the damage report requires additional charges other than spares/consumable etc. select New Record>Job Misc Charges.
    2. \n
\n

Fill in the relevant fields.

\n
\n

Note: (Pink = System Generated, Blue = Mandatory):

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FieldDescription
Job NumberThis will default from the previous screen
Sort OrderIf you wish the misc charges to show in order, enter the item number
Charge TypeSelect the relevant charge type
Job Misc Charges (Hdr)
DescriptionText field to record the description of the misc charge
QtyEnter a value into this field
Billing CurrencySelect the relevant currency
Projected Revenue Rate BCEnter a currency value into this field (if applicable)
Actual Revenue Rate BCEnter a currency value into this field (if applicable)
Start Date TimeSelect the date from the calendar
End Date TimeSelect the date from the calendar
NotesText field to record additional information
Damage ReportThis will automatically populate to the damage report number you’re adding into the system
Hold from Invoice (Tickbox)Check this if you wish to hold the record from the invoice
\n
    \n
  1. Select the Finance Breakdown tab and view/edit/assign the correct codes:
    2. \n
\n

\"Finance

\n

Select Close to return to the main Damage Report screen.

\n
    \n
  1. To print the damage report, select Print>Damage Report.
    2. \n
  2. To email the damage report, select Functions>Email Damage Report.
    3. \n
\n

Select Yes to use Outlook, a new email will automatically be populated with the contact details and attach the damage report:

\n

\"Outlook\"

\n
    \n
  1. Select Functions>Complete Report:
    2. \n
\n

Select Yes to continue, or No to cancel the operation.

","frontmatter":{"title":"How to Create a Damage Report","tags":["operations","damage","report","job"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug114"}}}