This step waits for a person. It comes after all the repairs, totals up what they used, and asks one question: does the customer pay for this, or do we carry it?
It appears in the Add Step list as Approve Repair Parts Cost.
| Automatic? | No - one person makes one decision |
| Who does it | Whoever is allowed to decide what a customer is charged |
| Needs first | The parts the repairs used. It gathers them from every repair task itself |
| Produces | The approved total, the decision, and the list of parts approved for charging |
| Where you work it | The work order page, then the approval screen |
What it does
Every Repair Task publishes the parts it took out of stock and put into the customer's unit. This step reads all of them together, across every task on the work order, prices them, and puts one number in front of one person.
The decision is one of three: charge the customer, absorb it, or nothing to cost when the repairs used no parts at all.
What it publishes is a snapshot - the total as it stood when the decision was made. If a part price changes next month the approved figure does not move, because it is a record of what somebody agreed to.
Completing it
- It completes when the decision is recorded. Where the decision is to charge, the parts approved for charging are published as a list - that is what a sales order would be raised from.
- There does not have to be a customer on the work order. Deciding to absorb a cost is perfectly valid with nobody to bill.
Worth knowing. Money is permission-gated in myWork. The cost figures on this step are visible only to people whose role allows them to see prices - a floor user will not see them.
When not to use it
- Approving something that is not a parts cost - use a plain Approval step, which asks a yes/no question about anything.
- Putting one after every repair task. It is built to be the single stop after all of them; one per task defeats the point and asks the same person the same question repeatedly.