Partial Closing an RO

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Service > Advisor > Repair Orders

• Repair Orders may be partially closed to allow for a customer’s payment to be taken, while still awaiting a warranty payment. All operations with like pay types must be marked completed. The completed operations are the ones that will be closed and payment taken on. All operations that are still awaiting payment should not be marked completed.

• A Pay Type can only be closed when the Status is shown as “Ready,” and the line is green.

Within the Repair Order screen:

All operations must be marked completed and Payment taken before a Repair can be Closed.

1. Hover over the Close icon in the Action Ribbon.

2. Select the Partial Close option.

3. Click the box beside the Pay Type that is to be closed.

4. Select the [Close] button.

• Please see the “Operation Detail” section for further details on Completing Operations.

• Please see the “Repair Orders” section for further details on Taking Payment.