Prerequisites

The Spare Parts Repair plugin can only be enabled when the Spare Parts Advanced Mode is activated and the new version of spare parts consumption is in use. It is not applicable to Simple Mode or standard Spare Parts Management modes.

Note: If your organization has enabled Spare Parts Advanced Mode but cannot see the activation entry in Service Connector, your organization might still be using the old version of spare parts consumption. You’ll need to upgrade to the new version to use this feature. For upgrade assistance, please contact ShareCRM Support.

Use Cases

The system evaluates multiple factors, including spare parts request quantities and defective Inventory levels, to conduct targeted and planned refurbishment of defective parts generated during after-sales service. Refurbished spare parts can subsequently be used as functional parts for shipment or consumption.

Enabling Spare Parts Repair

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Activation path: Service Connector app → System Settings → Business Plugins → Spare Parts Management → Spare Parts Repair.

After activation, the interface appears as follows:

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• Upon activation, the system initializes Spare Parts Repair Plans, Spare Parts Repair Tasks/Repair Task Details, and internal Work Orders with the “Spare Parts Repair” Record Type.
• You can configure rules for generating repair plans. The system provides preset rules and supports custom functions.
• Set the default serial number population method when creating repair tasks. The default is manual, but you can switch to automatic—the system will then randomly select available serial numbers.
• Designate an Account for internal Work Orders. We recommend setting this as your own organization.

Generating Spare Parts Repair Plans

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• Currently, Spare Parts Repair Plans can only be generated via rules. Manual creation and import are not supported.
• Once generated, the plan displays the Product’s requested quantity, functional Inventory, defective Inventory, planned repair quantity, and completed quantity within the cycle.
• From the plan list, select one or all plans to batch-generate repair tasks.

Creating Spare Parts Repair Tasks

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• Create repair tasks directly from repair plans or manually. When selecting plans, only those with “Active” status are available.
• After adding a plan, the system auto-populates serial numbers based on the configured rules, or you can manually select defective serial numbers.

Generating Internal Repair Work Orders

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• Create internal Work Orders with the “Spare Parts Repair” Record Type from repair task details. These Work Orders link to repair task details and auto-populate the serial numbers.
• Specify an Account (e.g., create a virtual Account like “Ruijie” for all internal repair Work Orders).
• Upon submission, the Work Order follows the configured Business Process, including engineer assignment.

Completing Internal Repair Work Orders

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• After assignment, engineers complete the Work Order by updating the repair status.
• If marked as “Repaired,” the serial number’s condition updates to functional, increasing functional Inventory and decreasing defective Inventory.

Tracking Repair Task Completion

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• Work Order completion updates the repair task’s status, completion rate, and refurbishment rate.