TDG Invoicing & CSO Charges
Customer Service Order Charges
Service Order Charges
Service Details
The Service Details screen links the product to a service line and indicates additional service details, such as warranty. The Service Details screen is available in the Labor and Parts tab of the service order. There are four possible responsible parties within this screen, including:
§ Manufacturer (Factory) Warranty
§ PPP Warranty
§ Guest
§ TDG to Pay
Reviewing Charges within a Customer Service Order
We only need to review the parts and labor tabs of the Customer Service Order.
Part Charges Procedure
Use this process when we are wanting to review parts charges within a Customer Service Order, Parts Tab:
1. Select edit on the line item in the grid
2. Press Save
3. Ensure time documented is accurate and we are charging the correct party
4. Press Save
Labor Charges Procedure
Use this process when we are wanting to review labor charges within a Customer Service Order.
1. Select the Merchandise Tab
2. Select Edit on the line item you want
3. Click on Actions
4. Select Problem Code and Text as this will tell us how long the repair took
5. Date of possession will advise us who we should be charging
6. Go to the Labor tab
7. Select edit on the line item in the grid
8. Press Save
9. Ensure time documented is accurate and we are charging the correct party.
10. Press Save
Entering Charges into the Service Order
Manufacturer Warranty
When the merchandise is covered under manufacturer warranty, the responsibility type is ‘F’. No further action is required. However, if the merchandise is covered under manufacturer warranty and the default is not populating, select O in the responsibility type drop down menu and enter the vendor code into the Responsible Vendor field.
PPP Warranty – Within 1 Year
1. Select None from the Warranty drop down menu
1. Select Other (O) from the Responsibility Type drop down menu.
2. Enter the appropriate PPP code into the Responsible Vendor field.
§ PPPLP – Leather
§ PPPFB – Fabric
§ PPPHS – Hard Surface
§ PPPE3 – Electrical
PPP Warranty – After 1 Year
Use the following procedure when the merchandise was purchased over one year ago, and the charge is covered under PPP Warranty:
1. Select Other (O) from the Responsibility Type drop down menu.
2. Enter the appropriate PPP code into the Responsible Vendor field.
§ PPPLP – Leather
§ PPPFB – Fabric
§ PPPHS – Hard Surface
§ PPPE3 – Electrical
§ PPPA4 – Appliance
§ PPPS – Stains (Used by Business Management for third party cleaning invoices)
Guest to Pay – Within 1 Year
If the merchandise was purchased within one year, and the charge is not covered under factory or extended warranty, the guest must pay. Use the following procedure:
1. Select None from the Warranty drop down menu
2. Select Customer (C) from the Responsibility type field.
Guest to Pay – After 1 Year
TDG to Pay
1. Select Other (O) from the Responsibility Type drop down menu.
2. Enter TDG into the Responsible Vendor field.