Repairs -- What do you use?


We have customized apps for product repairs. We’d like to see if there are alternatives that don’t require customization. So I would be interested in hearing about what Epicor tools you guys to achieve your product repairs.

I would also be interested in hearing processes/techniques. For example, when I dispatch for Field Service, we keep certain records in Excel.

Thank you!

We generally set up a new Revision of the part being rebuilt. This allows us to keep costs separated by revision. So Revision “0” of a part is when we make new. Revision “0-R” is when we rebuild.

Our Sales Orders for these cases start with a Line Item for an “Inspect & Advise” part. This allows us to create an “I&A” job for our inspectors to charge time against while they disassemble and evaluate all the components.

The 2nd Line Item would be for the actual Part/Product being repaired. The “-R” method still includes all required materials and the sub-assemblies on that method also get changed to material parts… so basically that “0-R” method is just one big parts list.

Once we pull it into the job, we zero out the required quantities of parts we’re going to re-use. So, that only leaves new/replacement parts on the job to create demand.

The method also includes different operations than the standard method. In this case we just need operations to charge time against and the resources are generally just our “Assembly Department”.

Any new/replacement part(s) that need to be manufactured from scratch could either be moved back to a required sub-assembly… Or, we create a job-to-job link, or even a stock job to make it on the side… then issue it to this job when its complete.

May not be the most elegant methodology, but it works for us and just uses standard Epicor functionality. But it does require someone to dive in and carve up the job each time, reviewing each material part demand, etc.


We use an customized app based on UD20 (RMA) and UD21 (serial number repairs) to record repairs and things like cause, time worked and any pictures that need to be captured.

We then push this into a quote using a BPM based upon the repair status being changed to ‘Convert to Quote’ , with a generic ‘REPAIR’ part and then the serial number info in the line description.

We convert the quote into a sales order and despatch the repair item (which has zero standard cost) and a high stock quantity just to allow the orders to be shipped using customer shipment entry.

Importantly, the serial number is never received into stock, it retains the status of shipped.

We capture the time worked and additional components used to give us a cost summary which we can then use in finance.

Initially, we did try the Epicor RMA function and disposing the part to a job but this was not scalable and certainly on 10.0.7 had an adverse impact on average costing.

If you have field service then you should not need to have any customization.
Create the call and line (linked to serial number if you have that)
Create FS job
Apply labor and materials as required noting selling price of the material issued
Check the labor price on the operations

After completing the repair close the job
Close the call
Create FS invoice

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Hi Michele,

We use a placeholder part called Repair and Upgrade-Pump. All of our pumps sold are serialized and the Repair and Upgrade-Pump is also. We use RMA entry, receipt, and dispose to job for repair jobs. In serial number tracker we can see the original part number the pump was sold under as well as any repair/transactions. On reports and dashboards it can be hard to tell one job/sales order for repair from another so we provide the pump model information in the part description. This is what it looks like. We did not need to do any customizations. When RMA pump is disposed to repair job the costs are zeroed at disposition, since we don’t own it that material (pump) getting put on job.


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