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Adding a Sublet to a Repair Order

Adding and Reassigning a Sublet within the Repair Order 

 

Navigate to: Service > Advisor > Repair Orders

Adding a Sublet

Inside the Primary Grid:

  1. Filter/Sort the primary grid to locate and select the Repair Order.

  2. To create a new Repair Order select the [New] button on the top left

Within the Repair Order screen:

There are two ways to view the  Operation Detail screen

  • Select [Detail Add] to open the Operation Detail screen.
  • Select an operation to edit by clicking on the existing operation line.

2. Click the Sublet tab in the left-hand side of the window.

Screenshot 2025-06-26 101218

 

 

 

 

3. Select the [Add Sublet] button.

Screenshot 2025-06-26 101054

    There are two ways to add a vendor:

    • Click into the Vendor field within the grid and input the Vendor number.
    • If you don't know the Vendor number, click into the Name field and add the vendor name and [Tab]

    Screenshot 2025-06-26 123118

    • Add NonTaxable or Taxable amount. A Sublet can be entered as either Taxable or Non-taxable, but never both.
    • Click into the Cost field and enter the sublet cost amount.
    • Click into the PO # field and input the PO number OR select the [Create PO] button to generate a new PO for this sublet.
    • Select [OK] to accept the changes and close the Operation Detail window.

     

    Reassigning a Sublet

    Permissions:
    Accounting > Maintenance > Employees > Permissions tab > Service > Advisor > Allow Sublet Reassignment. 

    The operation must be “In Progress” for the Sublet to be reassigned. If the operations are in a "Completed," "Posted," “Deferred,” or “Voided” status, the system will not permit sublets to be reassigned.

    Click the "Select Op" dropdown in the Reassignment listing to select available operations for reassignment.

    Screenshot 2025-06-26 103012

    • The sublet will move under the new operation

    • The sublet will be removed from the original operation

    • For sublets with Purchase Orders (PO’s):

      • If the PO has not yet been Posted, the system will automatically update the PO description with the correct Op after reassigning from one Op to another when the reassignment occurs after the PO has been created

      • Note: If the PO has already been posted, after the sublet it is attached to is reassigned, the PO description will not be updated. This is because we do not want a discrepancy between what is viewed in Accounting and what is displayed on the PO since the Op in Accounting cannot be updated after posting the PO.

    Sublet Markup Handling on Reassignment:

    • If the new operation has a different Service Account Code with a different sublet markup, a prompt will display:
      Screenshot 2025-07-18 151803
      • No prompt will be displayed if the markup is the same. This affects customer billing only, not sublet cost or accounting.
      • To select a different sublet markup, click on the radio button and then click on the [Apply Changes] button.