How to Create Repair Estimate?

Container damaged during transit, needs to be repaired before they are onhired. The Repairing of the damages are done at the depot and that activity is referred as Repair Estimate. There are two submenu of Repair Estimate – Creation and Revision. Creation is for generating or creating the Original Repair Estimate, while Revision is for revising the Estimate that was previously submitted.

Action Steps:

1. Click the “Operations -> Repair Estimate -> Creation” from the main menu as shown below:

2. In the lookup screen for Repair Estimate, click the Search button to view the list of pending Estimate units. All the units that are Gated in with Damage status will appear in pending of Repair Estimate lookup screen as below:

3. Choose the container number from the list, which you would want to create the repair estimate.

4. The Repair Estimate screen will appear for the container as below

The Container number, Estimate Number, etc that are circled in green colour will appear by default. These information are automatically populated from the Gate In page. All the other fields has to updated by the depot user, basis the requirement of the asset owner.

5. Est date: Enter the date when the repair was done and press the tab key
6. Status: Select the Status from the lookup screen and press the Tab key. For Repair Estimate status, only D and E are allowed. All other status will be rejected
7. Lessee: Select the Customer/Lessee code from the lookup screen and press the Tab key.
8. Prev ONH Loc: Select the previous on hire location from the lookup screen and press the tab key
9. Prev ONH Date: Select the previous on hire date from the lookup screen and press the tab key
10. Dt of Manuf: Enter the date of Manufacture date in MM/YY format and press the Tab key
11. Weight: Enter the weight of the container and press the Tab key
12. Measure: Select the Measure from the lookup screen and press the Tab key
13. Unit: Select the Unit of measure from the lookup screen and press the Tab key
14. Notes: Enter the Notes or remark for that repair and press the Tab key

Comp, loc, Dm, Rpr, Mat, Lgth, Wdth, Unit, Qty, Rate, Hours, MC, tax and Resp are the item lines details of the damages for that container.

15. Comp: Select the Component code from the lookup screen and press the Tab key
16. Loc: Select the Location code from the lookup screen and press the Tab key
17. Dm: Select the Damage from the lookup screen and press the Tab key
18. Rpr: Select the repair code from the lookup screen and press the Tab key
19. Mat: Select the repair code from the lookup screen and press the Tab key
20. Lgth: Enter the length of the damage and press the Tab key
21. Wdth: Enter the Width of the damage and press the Tab key
22. Unit: Select the Unit of measure from the lookup screen and press the Tab key
23. Qty: Enter the Quantity and press the Tab key
24. Rate: By default the labour rate which is set in the main menu Settings, will be shown. If any item lines does not match the rate, the user can manually enter the labour rate and press the Tab key.
25. Hours: Enter the Labour hour(s) and press the Tab key
26. LHC: It is read only field. It calculates the two fields - Labour Rate and Hour
27. MC: Enter the Material Cost and press the Tab key
28. Tax: Select the tax rule to be applied for the line item. L=Labour, M=Materiail, N=None or no tax, B=Both. Select the applicable tax and press the Tab key
29. Resp: Select the Responsibility party from the lookup and press the Tab key
30. Comment: Enter the comments for that line item and press the Tab key
31. Remove: To delete or remove that line item, click the Remove button and press the Tab key
32. View: To view the description of the damage details, click the view button and press the Tab key.
33. Add Another Record: To add new row or new item lines, click the Add another Record and press the tab key. The maximum limit of item lines per container is 99 lines.
34. Estimate: Before saving the Repair Estimate, the totals for each responsibility party has tobe estimated or calculated. That calculation is done nu clicking the “Estimate” button. On clicking the button, the summary of the item lines will be automatically calculated and the summary for each Responsibility party would be shown.

35. Save: To save the repair estimate, click the Save button.

How to send an email estimate?

The Estimates that are prepared or saved can be send by an email to the Customer/Lessee/Surveyor/etc at a click of a button.

Action Steps:

1. In the print page of the Estimate or from Tracking page, an Email icon will be available in the top right corner and in the right side of the body as shown below:

2. On clicking the icon “Email this”, the user will be prompted to enter the “From” and “To” email address.

3. The recipient will received the Estimate page as an attachment in html format.

How to Create Repair Estimate Revision?

A repair estimate once it is saved will be updated to the asset owner. But, for any reason if it requires a modification or revision after being saved, then system has the facility to modify the estimate.

Action Steps:

1. Click the “Operations -> Repair Estimate -> Revision” from the main menu as shown below:

2. In the lookup screen for Repair Estimate, click the Search button to view the list of pending Estimate units. All the units that are Repair Estimated will appear in pending of Repair Estimate lookup screen as below:

3. Choose the container number from the list, which you would want to revise the repair estimate.

4. The Repair Estimate screen will appear for the container as below. Each time an estimate is revised, the revision number will automatically increase by 1. A maximum of 9 times, an estimate can be revised.

5. All the fields will be automatically populated with the latest estimate data/information/amount.
6. Any of the field(s) can be revised or edited.
7. Re-Calculate: Before saving the revised estimate, click on the ‘Re-Calculate’ button to get the revised line items total summary. On clicking the button, the summary of the item lines will be automatically calculated and displayed for each Responsibility party.
8. Save: To save the revised repair estimate, click the Save button.