You can approve or reject repair order services if the ‘Approval Required’ setting and the ‘Manual Approval’ setting are turned on for their work order types.
To approve repair order services
Click the Menu icon, click Monitor, and then click Repair Orders.
On the Repair Orders page, click the Menu button next to the appropriate repair order, and then click Approve Services.
On the Approval Repair Order page, click Approve or Reject next to each service.
Click Save.
Go back to the Repair Orders page.
Note The repair order amount will display the total amount of approved services only.
Tips
You can click the Approve button in the column header to mark all services as approved.
You can click the Reject button in the column header to mark all services as rejected.
If you want to roll back the service approval (even after saving), you can click the Approve button to reset the approval and save the changes.
Note To reset the rejected service, you need to approve it first, and then roll back the approval.
Important!
You cannot roll back the approval of services in any of the following statuses:
Completed
Audited
Rework
Problem
You cannot roll back the approval of parts in any of the following statuses:
Install
Re-Ordered
Received