The Maintenance History Review form is utilised to locate, select and display all or selected maintenance history by way of a number of alternative selection criteria methods. A single-left-click on any maintenance history row enables this item to be reviewed or re-analysed in full.
Note: The Show Approval on Hist Review field within the General Tab of System Parameters determines if approvals are shown in the Maintenance History Review form in addition to history items. Approvals are displayed in a red typeface whilst maintenance history items are displayed in blue.
This form is constituted of five elements, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The contents of the Maintenance History Review menu bar is as follows:
Exit
Returns to the primary Maintenance Control form saving any data amendments.
Refresh
This menu option initialises all selection criteria that have been input so that new criteria may be entered.
Provides online access to a context sensitive Help form.
The contents of the full toolbar are as follows:
Returns to the primary Maintenance Control form saving any data amendments.
Confirms the required maintenance history search criteria and proceeds with the search.
Provides online context sensitive help information to the user
There are five selection criteria fields that may be used individually or in conjunction with each other in order to filter and locate the required maintenance history.
The system automatically populates this field with the registration number of the vehicle record that is being viewed.
A search can be made on maintenance history carried out by an individual supplier. The supplier purchase ledger account code is entered in this field.
There are two fields available here so that a range of dates - "From" and "To" - can be entered for the maintenance history selection criteria.
A date range is entered which ensures that the system searches for all maintenance history items with a Repair Date on and between the "From" and "To" dates.
Enables a stem search to be performed against all or part of a particular supplier reference number. For example, if 73 is entered then any supplier reference numbers beginning with 73 are displayed.
Performs a "contains" search on the maintenance history description. Entry of 27,000 in this field results in the display of any maintenance history items containing this character string e.g. Carry out 27,000 mile service.
Once the required selection criteria is entered, the Selection Display section of the form displays all quotations meeting the selected criteria and provides the following data:
The registration number of the vehicle record that is being viewed.
The repair date of the maintenance history item (This is not the invoice date unless they both happen to be the same).
The odometer reading taken from the invoice. This should be the same as the reading recorded on the approval initially. Provided it is the latest recorded reading, this odometer reading updates the vehicle record at the time the invoice is posted.
The reason code for the repair line e.g. BRRD1
This is the VMRS description for the repair that was carried out.
The cost of the repair. The cost on the default system setup is made-up of both parts and labour cost, minus any amount recharged to the customer. It is therefore the net cost against the vehicle.
Note: The Invoice Split field within the General Tab of System Parameters determines if the invoice analysis is to be split between "parts" and "labour".
If all, or part of the cost, is recharged to a third party then the recharge value is displayed in this column.
The approval number of the maintenance history item.
The purchase ledger account of the repairer.
The repairer's invoice number or, if applicable, the credit note number relating to the approval.
If the List Box contains more quotations than the box can display, the form presents a Scroll Bar which is operated in a number of ways:
TIP: A single-left-click on any maintenance history row enables this item to be reviewed or re-analysed in full by presenting the following mini-menu:
Enables the constituent parts of the maintenance history item to be reviewed.
Enables a number of the constituent parts of the maintenance history item to be edited.