The History Tab is accessed via the top section of the Maintenance Control form and is used to review the history of the selected maintained vehicle.
The tab simply consists of an area that displays a review all the previous work that has been carried out against the selected vehicle. The information is shown in summary format. For an extended analysis of maintenance history repair items a single-right-click on any maintenance history row enables this item to be reviewed or recalled in full.
History Grid:
Most of the information shown on the history listing is similar to the approval information.
Repair date: The repair date of the maintenance history item (This is not the invoice date unless they both happen to be the same).
Odo: 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.
Supplier: The purchase ledger account of the repairer.
Invoice No: The invoice number or, if applicable, the credit note number relating to the approval.
Op: The operation code for the maintenance repair line. This is an optional code so the column may be empty.
Repair Description: This is the VMRS description for the repair that was carried out.
Net Value: This is the cost of the repair. The cost on the default system is made up of both parts and labour cost, minus any amount recharge 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.
Recharge: If all, or part of the cost, is recharged to a third party then the recharge value is displayed in this column.
S: The A checkbox which, if ticked, denotes that this approval history record is a S Service Schedule item.
T: The A checkbox which, if ticked, denotes that this approval history record has T next notes against it.
Approval: The approval number of the maintenance history item.
R: A checkbox which, if ticked, denotes that this approval has been rejected.
P: A checkbox which, if ticked, denotes that a Policy/Warranty Claim is held against this approval.
Filter Functions
Tip: A single-right-click on the grey column header of this column presents a small sub-menu. This presents the following options:
New Filter:
Selection of this option presents the Repair Filter form that enables maintenance history items to be filtered in one of the two following ways:
RTS Code Search: This option allows maintenance history items to be filtered by carrying out a search on the RTS code and only displaying items that contain the RTS code that is entered in the search dialogue field beneath. The ??? characters function as a mask so that a number of RTS codes can be searched for dependent upon the characters that have been entered e.g. ???BATT could return all RTS codes relating to batteries. This mask facility is dependent upon the customer's own coding structures.
Contains Search: This option allows maintenance history items to be filtered by carrying out a search on the RTS Description and only displaying items that contain the RTS description (or part description) that is entered in the search dialogue field beneath.
Remove Filter: Removes any filter that may currently be applied to the repair description column (and removes the FILTER label from the grey column header.
This facility enables the filtering of maintenance history lines for vehicles by component group or category. The function is useful in identifying repeat maintenance items caused either by mechanical problems in a particular area, or to identify possible problem drivers. When being requested to issue maintenance authorisations the repairing garage asks for confirmation to proceed from the leasing company. At this point a maintenance controller can quickly filter on a component category (e.g. Brakes) and the maintenance history and outstanding approvals are refreshed and limited to those lines that match the filter mask for that particular vehicle. This highlights to a maintenance controller the repair date, mileage, repair description and value of any matching items; if relevant any of this information can be brought to the attention of the garage contact requesting approval to proceed. The filter is controlled by utilising a coherent coding structure; this is a position sensitive search and uses wildcard functionality to return matching history/approval lines.
Grid Functions
TIP: A single-right-click on any maintenance history row enables this item to be reviewed or re-analysed in full by presenting the following mini-menu:
Review: Enables the constituent parts of the maintenance history item to be reviewed.
Recall: Recalls the history item so that the constituent parts may be edited.