Dispatch-Open Dispatch Drill Down

This feature is optional. Availability is based on your data collection requirements. Contact The Raymond Corporation through the iWAREHOUSE GATEWAY Contact Us link to request access to this feature.

Use to add and update information for an active dispatch request. This drill down provides the details of a dispatch request. It also acts as the utility in which technicians check into and check out of, dealers can send quotes, notes can be added, and where Service Orders can be created or linked. A list of recent claims appears at the bottom of the report with a link to each claim’s service order.

Service orders can be created from a closed Dispatch Service Request for customers who have the Service Order Entry feature enabled.

• [Maintenance] Maintenance > [Dispatch Reports] Dispatch Reports > [Aging] Aging . Select a dispatch number.

• [Maintenance] Maintenance > [Dispatch Reports] Dispatch Reports > [Metrics] Metrics. Select a dispatch number.

• [Maintenance] Maintenance > [Dispatch] Dispatch > [Service Request] Service Request . Select a facility and serial number. Click [Use Serial #] Use Serial #. Select a Dispatch # under the Active Dispatch Requests heading, if available.

•System generated emails also contain a button labeled “View Dispatch on GATEWAY”. When clicked you are prompted to log in. If you have access to multiple companies, ensure that you select the company for which the dispatch is associated.

A PO number can only be added or changed by the user who created the dispatch request. Follow the steps below to add or change a purchase order number for an active dispatch request:

1.On the Dispatch Request page, click [Click to add] Click to add below the PO# field, or select a previously entered purchase order number.

2.Enter the new number.

3.Click [Submit] Submit to close the request.

Once a request for service is received, the dealership dispatches a technician to the facility. The technician opens a dispatch request. As a technician works on a request they must check in and check out so that the time required to complete a request can be tracked.

1.Indicate whether the service is for parts only and whether the asset is in service.

Notes can be added below the Status History section at any time while the request is active.

Uploaded images appear at the bottom of the request. Click an image to make it larger. Click the enlarged image to return it to thumbnail size.

3.When you are finished with the dispatch request, temporarily or completely, select the request status or your reason for checking out from the [Check Out Reason] Check Out Reason drop-down list. If you are a technician, you need to indicate whether the request is ’Check Out - Billable’ or ’Check Out - No Charge’ before you can close the dispatch request. If you are a technician, you need to indicate whether the request is ’Check Out - Billable’ or ’Check Out - No Charge’ before you can close the dispatch request. If you click ’Check Out - Billable’ or ’Check Out - No Charge,’ then you need to select the applicable Billing and Repair Code.

’Check Out - Billable’ or ’Check Out - No Charge’ selections automatically close the dispatch request. Once a dispatch request is closed, it cannot be reopened. Otherwise, the dispatch will remain open after checking out.

An active dispatch request can be canceled only by the person who created the request. To cancel a dispatch request:

Dealers have the ability to submit a quote through an active dispatch request. An interactive email is sent to the customer who can then respond to the quote.

Follow the steps to submit a quote:

1.In the Quotes area, browse for the quote file to submit.

2.Click [Add Quote] Add Quote.

An email containing the quote is sent to the user who originally submitted the dispatch request, and to The Raymond Corporation. There are two buttons at the bottom of the email that the user needs to select to accept or reject the quote.

After the quote has been reviewed, an email is sent to the dealer and to The Raymond Corporation to indicate whether the quote was accepted or rejected.