You can use this function to either approve additional work and copy it to a service quotation or reject the additional work, depending on the customer's decision.

Prerequisites

You have done the required steps described in Order Processing for Additional Work.

Features

If you add new jobs and items, for example for parts and labor values, to a service order that has already been released, the system flags them as additional work with the status Not Approved (A).
By choosing the Job Approval pushbutton, the Job Approval dialog box appears in which you can approve or reject the additional work, depending on your customer's decision, as described below:

The customer approves the additional work. The process is as follows:
- You select the Approved checkbox for the relevant jobs and items.

Note

In the Approved By field of the job details, the system stores the user ID of the user that selected the Approved checkbox.

The relevant jobs and items automatically have the status Approved (C).
You process these jobs and items directly in the current service order just as you did the jobs and items that you entered before it was released.

Note

By choosing the Approved checkbox in the Job Approval dialog box, you determine that the jobs and items for the additional work will be processed in the current service order.

The customer does not approve the additional work due to one of the following rejection reasons:

The customer defers the additional work (= deferred work). The process is as follows:
- The additional jobs and items are postponed to a later customer visit.
- You enter the rejection reason Deferred Work.
- When you save the service order, the system copies the deferred jobs and items to a service quotation with order type Service Deferred Work (2201).

Note

The system copies jobs that have the same rejection reason for the deferred work to the same service quotation. The service quotation is included in the document flow.

The customer rejects the additional jobs and items (= work is not deferred). The process is as follows:

You enter the relevant rejection reason, such as Too expensive.
The jobs and items will not be processed in the current service order. The system flags them as rejected.
They are not taken into account during the next customer visit.

In the Job Approval dialog box, you can also enter notes regarding the approval as well as a date for following up with the customer regarding the deferred work. In the order search, you can search for orders by this date.
You can approve jobs and items that were not originally approved (= deferred and not deferred (rejected)), even if the jobs and items have the rejection reason Deferred Work and have already been copied to a service quotation. To do so, delete the rejection reason in the Job Approval dialog box and select the Approved checkbox. When you save the service order, the system deletes these subsequently approved jobs and items from the service quotation and you can then process them in the current service order. If you have deleted all the jobs and items from the service quotation, the system deletes the service quotation.
In the vehicle data, you can choose the detail view Deferred Work to see all the orders with order type 2201 that exist for that vehicle. You can also navigate directly to each order.

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