How do I create an after the fact RO?
Service managers can use the After The Fact RO screen
to enter repair order data on behalf of a service technician.
To access the After The Fact RO screen, open the Service
menu and select After The Fact RO
- Click on New
After the Fact RO at the top right.
Search for the unit being worked on. You can search by the owner name, unit
number, VIN, serial number, or license plate. Alternatively, you can click on the New
Unit link on the right-hand side if the unit has not been added to your
After finding the unit, click Select.
General customer and unit information and a pricing
summary are displayed at the top of the screen.
The bottom section is where labor and parts are added to the RO.
Begin by clicking Add Labor
to add your first labor activity.
The Add Labor screen will pop-up. You can click on icon under VMRS to drill
down and locate the appropriate service activity and/or use the search field to
narrow down the list of icons.
Click on an icon.
A list of service activities will be displayed along
with their system (SYS) and assembly (ASM) VMRS codes. You can click on the arrow at the top left to
return to the previous screen, or click on a green plus to add a labor activity
to the RO.
After adding a labor activity it will be moved to the
right-hand side. The description can be
edited and you can enter the charge hours and edit the hourly charge, as needed.
Notes are optional.
If you want to change the default cause/reason and
task codes, click on the code hyperlink (i.e. Breakdown or Repair)
A pop-up window with a list of choices will
Click on any Select
button to select the appropriate
You can continue to search for and add additional
labor activities while the screen is open. In the example below, I've also added a PM A Service.
When you are done with the Add Labor screen, click Add at the bottom.
The labor activities will be added under Labor and
Parts. Next to each labor activity is a
triangle that can be clicked on to view and edit the VMRS code, notes,
cause/reason code, or task code.
To add parts to the repair order, click the Add Parts
link on the right-hand side.
Ensure you have the correct labor activity selected
on the left-hand side. Enter the part
number in the Part#: field, then
enter the quantity and click Issue Part.
A summary of the on hand quantity, and storage
location, is displayed at the top left after entering a part number.
In the example below, a main part with its linked
core part have been added to the "Replaced Front Brakes & Drums"
can edit the part unit charge by clicking on the charge amount.
If you issue parts linked to cores, you can process a
core return by entering the core part number. FleetSquared will detect that the part is a core and check the Core Return option by default.
Core returns are added with -1 quantity to the RO.
Enter Unit Reading
Unit readings can be entered below the RO Date. If there are no existing readings to update,
click on Reading Type.
From the pop-up window, select the reading type from
the drop-down list then enter a reading value. Click OK to save.
When you are done creating the RO, click on the Unit Ready
Click Save /
to confirm and continue.
will clear the RO from the After The Fact RO screen.
To invoice your after the fact RO, open Service
The RO will be listed as
ready to submit.
You can click on the
reference number to make changes.
you are ready to invoice it, click on the Invoice
button on the right-hand side.
The status will change to invoiced and a PDF printout
of the RO will pop-up on your screen.
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Complete RO (short for repair order) is the screen service managers use to review and invoice repairs submitted by service technicians, or from the After The Fact RO screen. To access Complete RO, open the Service menu and select Complete RO: The ...
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