1. Prerequisites

The Spare Parts Repair add-on can be enabled only when Spare Parts Advanced Mode is turned on and the organization is using the new Spare Parts Consumption process. Spare Parts Simple Mode or Spare Parts Standard Mode do not support this add-on.

Note: If your organization has enabled Spare Parts Advanced Mode but you do not see the enable option in Service Connector, your organization may still be using the legacy Spare Parts Consumption. You must upgrade to the new Spare Parts Consumption to use this feature. To upgrade, contact ShareCRM Support.

2. Use Cases

Based on factors such as spare parts request quantities and defective inventory levels, you can periodically or ad hoc repair and refurbish defective items generated during after-sales service in a targeted, planned manner. Refurbished parts can then be treated as good inventory for shipping or consumption.

3. Enabling Spare Parts Repair

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Path to enable: Service Connector app -> System Settings -> Business Plugins -> Spare Parts Management -> Spare Parts Repair.

After enabling, the interface appears as shown below:

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• When enabled, the system initializes Spare Parts Repair Plans, Spare Parts Repair Tasks / Spare Parts Repair Task Details, and internal Work Orders of the Spare Parts Repair Record Type.
• You can configure the generation rules for Spare Parts Repair Plans. The system provides built-in rules and also supports custom functions.
• You can set the default method for populating serial numbers when creating repair tasks. The default is Manual. If set to Auto, the system will randomly select available serial numbers.
• You can specify an Account for internal work orders; we recommend setting this to your organization (create a virtual Account representing your company).

4. Generating Spare Parts Repair Plans

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• Spare Parts Repair Plans can currently be generated only by rules. Manual creation and import are not supported.
• After a plan is generated, you can view metrics for the product within the plan period, such as requested quantity, good inventory quantity, defective inventory quantity, planned repair quantity, and completed quantity.
• In the plan list, you can select one or multiple plans and generate Spare Parts Repair Tasks in bulk.

5. Creating Spare Parts Repair Tasks

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• You can create repair tasks with one click from a Spare Parts Repair Plan, or create tasks directly and then link them to a plan. Only plans with status Normal can be selected.
• After adding a plan, the system will populate serial numbers automatically based on the serial number filling rule, or you can manually select defective serial numbers.

6. Generating Internal Repair Work Orders

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• You can create internal Work Orders of the Spare Parts Repair Record Type from Spare Parts Repair Task Details. These Work Orders will be linked to task details and will automatically inherit the serial numbers from the task detail.
• You must specify an Account for the Work Order. We recommend creating a virtual Account (for example, representing your company) and assigning it to all internal repair Work Orders.
• After submission, the Work Order will follow its Business Process for handling, including engineer assignment.

7. Completing Internal Repair Work Orders

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• After an internal Work Order is assigned to a repair engineer, the engineer completes the Work Order by updating the repair status.
• If the engineer marks the item as Repaired, the serial number’s grade changes to Good; Good inventory increases and Defective inventory decreases.

8. Tracking Repair Task Completion

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• When internal Work Orders complete, the system updates the repair task’s status, completion rate, and refurbishment rate.