Other charges

Control and Visualization of Other Charges in the Repair Order

This functionality allows the Service Advisor to quickly and seamlessly view "Other Charges" type line items within each job list to precisely monitor the costs recorded during the repair.

Step-by-Step Guide

1. Access the Repair order of the vehicle from the advisor view.
2. Select the corresponding job from the main job list of the order.
3. Verify that, if additional associated costs exist, the Other Charges lines are properly displayed in the job's itemized breakdown.
4. Thoroughly review the visible information on each line: representative icon, internal code, description, unit retail price (PVP), total cost, and the entities assigned as payers.

Pro Tips/Usage Notes This visualization is specifically designed for the Advisor role within the order management interface. Keep in mind that in the Mechanic's view, Other Charges items are automatically excluded from the task list to avoid cluttering their operational screen. Visually auditing these concepts from the order will help you detect any anomalies or inconsistencies early on, before proceeding to the technical closure or billing of services.

Relation to Other Modules This panel connects directly with the operational details of the repair order and acts as a bridge to overall economic management, affecting the proper preparation of data for the quotes module and the final issuance of invoices to clients or insurance companies.

Detailed Consultation and Editing of Other Charges

This tool facilitates opening the detailed panel of an "Other Charges" item to meticulously review its source information, check its status history, and modify amounts when the operational workflow permits.

Step-by-Step Guide

1. From the order's itemized list, locate the Other Charges concept you wish to audit and select the View details option.
2. In the pop-up modal window, review the line's descriptive fields, the current quote status, and the linked quote identifier if available.
3. Analyze the financial amounts displayed on the interface according to the vehicle's coverage context:
4. • Without deductible: Allows independent viewing and editing of the Unit Retail Price (PVP) and Unit Cost fields.
   • With deductible: Displays the percentage of the configured deductible and securely hides the unit cost of the service.
4. If the line item has not entered a billed or partially billed state and has no commercial restrictions, enter the necessary modifications in the PVP and/or Unit Cost numerical fields.
5. Click the confirmation button to securely save the new values to the server.
6. Go to the History tab within the modal itself to chronologically validate the applied status changes, accurately logging the date, time, and responsible user.

Pro Tips/Usage Notes When making manual modifications, remember that if you alter the Unit Cost field, the system will automatically recalculate the PVP value by applying the predefined service taxes. Conversely, if you directly modify only the PVP, the Unit Cost will remain fixed without automatic variations. Note that for items that are already in the Billed or Partially Billed states, editing any amount will be strictly blocked to ensure the financial consistency of the order.

Relation to Other Modules It links closely and directly with the system's tax matrix rules, the general amount calculation engine, and the unified audit log within the Order History.

Management and Distribution of Payers in Other Charges

This functionality allows the management and diversification of the economic distribution of an "Other Charges" line item to determine exactly what percentage of the cost is assumed by each entity involved in the repair.

Step-by-Step Guide

1. Locate the Other Charges line item that requires assignment within the repair order breakdown.
2. Expand the actions menu at the end of the line by clicking on the Context menu (three vertical dots kebab icon).
3. Select the Edit payers option from the dropdown list of available actions.
4. In the payers modal window, check the corresponding checkboxes (Customer, Warranty, Internal, or Insurance) and manually distribute the percentage assigned to each.
5. Click the Save button and ensure the operational interface updates to display the informative tag with the new percentages (e.g., "Customer 100%").

Pro Tips/Usage Notes It is essential to know that the Edit payers action will not be available or shown in the menu if the line item is affected by an insurance deductible or if it has been previously saved with a Canceled status. Before moving forward with closing the order or billing workflows, visually validate in the main table that the sum of the percentages assigned to payers equals exactly 100.00% to prevent system lockouts.

Relation to Other Modules Directly affects the operational logic of the repair order's economic calculation and serves as an essential filter in preparing lines destined for the billing workflow.

Secure Cancellation of Other Charges Line Items

This process allows for the selective cancellation of an "Other Charges" line item that has been registered by mistake, duplicated, or no longer applies to the vehicle, protecting the overall structure of the rest of the order.

Step-by-Step Guide

1. On the repair order screen, navigate to the Other Charges item you consider necessary to remove.
2. Open the Context menu of the line by clicking on the three-dot icon.
3. Click on the Cancel option (this action will only appear active if the line meets the permitted validation criteria).
4. Review the pop-up warning message and confirm the final cancellation of the line.
5. Verify that the status of the item visually changes to the Canceled tag and that the job's financial totals are automatically recalculated.

Pro Tips/Usage Notes The Cancel function will be blocked and non-operational if the item already holds a canceled status or if the line is linked to an active insurance deductible. If you attempt to cancel a charge that is already in the Completed state and has a commercial price assigned, the system will display a security prompt with an advanced warning before allowing you to complete the final confirmation of the process.

Relation to Other Modules It connects natively with the status control rules for general line items and participates directly in the operational and economic validation cycle of the repair order.

Reassignment and Movement of Other Charges Between Jobs

This tool provides the flexibility to directly transfer an "Other Charges" item from one job to another within the same order, correcting entry errors without having to delete and re-enter data.

Step-by-Step Guide

1. Access the detail screen of an active repair order and ensure that it has a minimum of two jobs created in its structure.
2. Locate the Other Charges line you wish to transfer, open its Context menu, and click on the Move to another job option.
3. In the modal dialog box that appears, click on the selector and choose the appropriate destination job for the charge.
4. Confirm the reassignment by clicking the confirmation button on the form.
5. Visually validate that the line item immediately disappears from the source job breakdown and is correctly added to the selected destination job.
6. Check that the system updates and recalculates the partial and accumulated amounts of both job blocks in real time.

Pro Tips/Usage Notes Keep in mind that if the repair order only has one single job created, the reassignment option will remain hidden or completely disabled in the interface. Likewise, in repair orders that are already in closed states or marked as Billed, this movement tool will be completely blocked. When managing complex orders containing a very high volume of tasks, the modal selector incorporates optimized scroll support to speed up locating the destination job.

Relation to Other Modules Affects the operational organization and the distribution of actual costs among the lines of the different jobs configured within the same workshop order.

Creation of Other Charges via Search Engine and Cart

This procedure allows for quick queries in the master catalog, selecting multiple items, and adding them simultaneously as "Other Charges" to a selected task using the optimized temporary pre-selection cart.

Step-by-Step Guide

1. Select an active job within the repair order, ensuring that it is not in the Canceled or Completed states.
2. Click on the Others option located in the control panel or right-side detail panel of the task.
3. Go to the search field of the search engine and enter a text string of at least 3 characters to start the automatic query of records on the server.
4. Review the results list returned by the query, where you can check key information such as the code, description, billable indicator, and the add action button.
5. Add one or more of the required items to the cart by clicking the add option in their respective rows.
6. Open the visual Cart panel to perform an audit of the selected items, with the option to remove individual items or empty it completely using the full clear option.
7. Click the Add button (or the cart confirmation control) to bulk-process the creation of all pre-selected items in the current job.
8. Confirm that the addition section closes automatically, updating the operational view and formally adding the new lines under the Other Charges concept.

Pro Tips/Usage Notes It is mandatory to enter a minimum threshold of 3 characters in the text field; otherwise, the system will suspend the catalog query execution to protect network performance. The smart search engine is designed to index matches and locate items by processing both internal factory codes and word fragments from the service description. If a connection dropout or technical anomaly is experienced when consolidating the cart, the system will abort the process safely, displaying a warning banner at the bottom of the screen without altering the current job data. Remember that this creation workflow will be completely disabled if you attempt to apply it to tasks that hold completed, billed, or partially billed conditions, or that correspond to a predefined kit typology.

Relation to Other Modules Integrates closely with the company's catalog and master services, the internal engine for indexing and complex searches, the temporary transactional cart management module, and the dynamic refresh of cost lines in the repair order.