Re-Work Orders

If the customer order was billed out of ShopPAK 

1. Order Entry > File > Customer Orders
2. Enter Customer information in the sold to and ship to fields.
3. Put the ShopPAK order number in the PO Number field.
4. Put “Header Only for ReWork” in the Sidemark field.
5. Enter an install date.
6. Save the order (there will be no lines, just the header information)
7. E-mail Carrie to JobCost the order.

To create the ReWork Order:

1. Order Entry File > Claims
2. Click the green plus sign. This will take you to Customer Orders to choose the customer the claim order is for. Search for the customer order number: either the header you just created or the order where the customer was billed in RFMS.
3. Click the pointer finger to select
4. Double click in Pink Box “Claim Against”
5. Select Customer List & Choose the customer – Use the same customer as the original order
6. MAKE SURE THE STORE CODE IS SET TO 545
7. Verify that the salesperson 1 is the same salesperson as the original order.
8. Enter Project Manager as Salesperson 2
9. Change the customer type to Claims – Warranty
10. Click the green plus insert icon in the bottom left to add lines
    • Use “Modification Labor” SKU
11. Add lines notes and/or Claim custom notes
12. Save the claim order
13. To print a paper copy: Click the printer icon and select Claim.