How to Track Asset Off-Site Repair

Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below.

• Requisition and purchase orders in Calem are used to manage the approval process for off-site repair. 
• Inventory transactions are used to track assets in the repair process.

 Step 1. Create a requisition for Off-Site Repair

• Select an asset to repair. Assets of the following statuses are not available for offsite repair:
  • In-Service, Out-for-Repair, Returned, OEM-Retained, Voided, Disposed
  • The asset is in another REQ that is not completed, closed or voided.
  • If your assets do not show up in the assets to repair, verify your assets statuses first. If the statuses are eligible, go to Requisition module | Open | REQ Lines Open list. Search the asset tag column in this list to check if your assets are included in other repair REQs already.
• Select an item of "Repair" category
• Set the "Due date", and optionally a vendor site, or RMA (return authorization number) if any.
  

Step 2. Approve the REQ & Create a Repair PO

Next step is to approve the repair REQ and create a PO. There are two options to do it.

• Option 1. Approve the REQ and check "Create PO" at the approval screen.

•  Option 2. Have the REQ approved by a supervisor. Then, click "Create PO" in the REQ to create the repair PO.

Step 3. Approve the Repair PO 

A repair PO needs to be approved before the repair asset in a PO can be shipped out for repair.

Step 4. Send Asset for Repair

Use inventory transaction "Send Off-Site Repair" to send an asset out for repair.

Step 5. Receive Asset Repaired 

Use inventory transaction "Receive Off-Site Repair" to receive an asset repaired.

• If an asset is repaired or not repaired, receive it to a storeroom
• If a replacement is provided by the repair vendor, a new asset is created for the replacement. The original asset sent for repair is voided in Calem.

 Additional Resources

• Work Order Life-Cycle Diagrams
• User Guide and Admin Guide (customer account required)
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo