Creating CRO's

There are two kinds of CRO's, a workshop job and a support call. To learn more about these CRO's read this guide.

CRO's are created in the same window in Fincon Accounting, but they do not have exactly the same steps.

Workshop job

Watch this video to see how to create a workshop job or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Internal Customer Repair Orders / Enter CRO.

Enter the general details

  1. Make sure N is entered in the Support Call text box.
  2. Enter the priority of the CRO in the Priority text box.
  3. Enter whether the CRO is a repeat job in the Repeat text box.
  4. Enter the order and delivery date of the CRO in the Order & Delivery Date text boxes.
  5. Enter the technician code in the Technician text box.
  6. Enter the workshop and bin location in the Location & Bin text boxes, where applicable.
  7. Enter a technicians code for assistants in the Assistants text box, if applicable.

Enter the customer details

  1. Enter an account number in the Account text box.
  2. Enter the corresponding courier details where applicable in the Courier Detail In/Out text boxes.
  3. Enter a comment about the CRO in the Comment text box, if applicable.
All of the text boxes, except for the Courier Detail – In, Courier Detail – Out and Comment text boxes, will automatically be populated with the relevant information.

If these fields were entered in the debtor Account Maintenance window changes can be made to any of these fields without worrying that the debtor record will be permanently affected.

All the changes that are made will only remain on the CRO.

Enter the customer item details

  1. Click the Customer Items tab.
  2. Enter the serial number of the item in the SERIAL NUMBER text box.
  3. Enter (or select) an item number in the ITEM NUMBER column, if required.
  4. Enter Y in the W column if it is a warranty repair, or N if it is not.
  5. Enter R for repair, I for Installation or P for preventative maintenance in the S column.
  6. Click the Fault button.
  7. Enter a fault description in the Fault text box.
  8. Click the Notes button.
  9. Enter a note in the Notes text box, if applicable.
If you receive a message box stating WARNING: Invalid serial number – Do you want to accept it?, this means that the serial number isn’t recognised by Fincon Accounting.

This is acceptable, only if you include a description of the item in the DESCRIPTION text box.

Save the CRO

  1. Click the Accept button.
  2. Print the supporting documentation by specifying the print options and clicking the OK button, or click the Cancel button to close the window.

Support Call

Watch this video to see how to create a support call or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Internal Customer Repair Orders / Enter CRO.

Enter the general details

  1. Make sure Y is entered in the Support Call text box.
  2. Enter the priority of the CRO in the Priority text box.
  3. Enter whether the CRO is a repeat job in the Repeat text box.
  4. Enter the order and delivery date of the CRO in the Order & Delivery Date text boxes.
  5. Enter the technician code in the Technician text box.
  6. Enter the workshop and bin location in the Location & Bin text boxes, where applicable.
  7. Enter a technicians code for assistants in the Assistants text box, if applicable.

Enter the customer details

  1. Enter an account number in the Account text box.
  2. Enter the corresponding courier details where applicable in the Courier Detail In/Out text boxes.
  3. Enter a comment about the CRO in the Comment text box, if applicable.
All of the text boxes, except for the Courier Detail – In, Courier Detail – Out and Comment text boxes, will automatically be populated with the relevant information if these fields were entered in the Debtor Account Maintenance window.

Changes can be made to any of these fields without worrying that the debtor record will be permanently affected. All the changes that are made will only remain on the CRO.

Enter the support call details

  1. Click the Support Call tab.
  2. Enter a fault in the Fault text box.
  3. Enter notes in the Notes text box.
  4. Enter a diagnosis in the Diagnosis text box, if applicable.
  5. Enter the work done in the Work Done text box, if applicable.
  6. Enter Y in the Complete text box if the support call has been completed or leave it as N if it is still in progress.

Save the support call

  1. Click the Accept button.
  2. Print the supporting documentation by specifying the print options and clicking the OK button, or click the Cancel button to close the window.
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