Introduced in the Winter Release 2024, the Reprocess feature especially helps equipment suppliers to update documents generated from a processed order with the correct information. Hence, you will enjoy:
- Enhanced document accuracy: Quickly correct a range of errors or missing information in equipment documentation.
- Efficient workflow: Flexibly update specific equipment without the need to recall the whole order line.
- Customer satisfaction: Address your customers’ concerns about equipment documentation promptly.
1. Why order recalling cannot help
Before the Winter Release 2024, this action was prevented by the following factors:
- The equipment ownership has changed.
- New jobs have been created for these equipment.
- New documents and sub-equipment are added to the equipment.
- Some of the equipment are currently rented out.
Hence, the Reprocess feature comes to life to meet the needs for accurate equipment documentation.
2. Understand the Reprocess feature
2.1. What is a “transaction”?
Simply speaking, every equipment processing constitutes a distinct transaction.
- A transaction occurs when a specific number of equipment is processed within a single order line. Each instance of processing equipment in an order line is considered a unique transaction.
- If an order is recalled for any reason, and the equipment is processed again, this subsequent processing is regarded as an entirely new transaction.
A transaction is different from an order line or an order:
- An order line consists of one or multiple equipment of ONE product.
- An order consists of one or multiple order lines.
2.2. How it works
Assuming that you have an order line named A with the following information:
| Order line | Form | Equipment quantity | Processed | Processed date | Unprocessed |
|---|---|---|---|---|---|
| A | Form 5 (single equipment) | 5 | 3 | 1/1/2024 | 2 |
| 2 | 2/1/2024 | 0 |
On 10/1/2024, you notice different mistakes in all order lines and decide to reprocess. Here’s a breakdown of what happens during the reprocessing transaction:
- Equipment:
- Equipment details and properties are updated with the information registered on 10/1/2024.
- Documents:
- New documents with the information, properties and text registered on 10/1/2024 are generated.
- If any new shared documents are added to the order line after the first processed date, those new files also become available in the equipment’s document list.
- Old documents with outdated information become inactive.
- Forms:
- Form properties and text are updated to the equipment’s jobs.
- Issues and job intervals:
- Existing issues and job intervals related to the equipment are retained without any changes. This means that they will NOT be updated with the information registered on 10/1/2024.
Let’s explore the detailed results of a reprocess transaction in regards of different form types in the next section.
2.3. Expected results for each type of forms
When you select equipment of the same processed transaction to reprocess, consider the forms used in that order line to avoid modifying unwanted information.
For example, this is an order which has 4 order lines named A, B, C and D. You processed the order lines on different days. However, on 10/1/2024, you noticed mistakes in 1 equipment of each transaction and decide to reprocess it:
| Order line | Form | Equipment quantity | Processed | Processed date | Unprocessed |
|---|---|---|---|---|---|
| A | Form 5 (single equipment) | 5 | 3 | 1/1/2024 | 2 |
| 2 | 2/1/2024 | 0 | |||
| B | Form 4 (single equipment) & Product Certificate (M) (multiple equipment) | 10 | 6 | 1/1/2024 | 4 |
| 4 | 2/1/2024 | 0 | |||
| C | Fall Arrest (single equipment) & Oppdrett (M) (multiple equipment) | 15 | 11 | 5/1/2024 | 4 |
| 4 | 7/1/2024 | 0 | |||
| D | Oppdrett (M) (multiple equipment) | 20 | 20 | 5/1/2024 | 0 |
If the order line uses:
Only forms for single equipment
Only the selected equipment will be reprocessed.
- This is the case of order line A as it only uses Form 5.
- If 1 equipment processed on 2/1/2024 is selected for reprocessing on 10/1/2024, only its equipment details, properties, forms and documents are updated.
- The other 3 equipment processed on 1/1/2024 AND the other equipment processed on 2/1/2024 will not be affected.
At least one form for multiple equipment:
All equipment in the same transaction of that order line will be reprocessed.
- This is the case of order line B as it uses Product Certificate (M).
- If 1 equipment processed on 2/1/2024 is selected for reprocessing on 10/1/2024, the other 3 equipment processed in the same transaction will also be reprocessed. All these 4 equipment will have their equipment details, properties, forms and documents updated.
- The other 6 equipment processed on 1/1/2024 will NOT be affected.
- Therefore, you will be asked to confirm the reprocessing action.
Oppdrett (M)
All equipment in the same transaction that uses Oppdrett (M) will be reprocessed regardless of their order lines. This means that the reprocessing action affects multiple order lines at once.
- This is the case of order line C.
- If 1 equipment processed on 7/1/2024 is selected for reprocessing on 10/1/2024, the other 3 equipment in the same transaction of order line C will also be reprocessed.
- However, if 1 equipment processed on 5/1/2024 is selected for reprocessing on 10/1/2024, the other 6 equipment of order line C PLUS 20 equipment in order line D will also be reprocessed. All these 31 equipment will have their equipment details, properties, forms and documents updated.
- Reason: they’re considered to be in the same transaction.
Therefore, you will be asked to confirm the reprocessing action.
Important note:
- If a new multiple-equipment or Oppdrett (M) form is added to the order line on the reprocessing date (10/1/2024), the rules of multiple-equipment / Oppdrett (M) forms mentioned above will be applied.
- Therefore, kindly refer to the rules and consider carefully before reprocessing equipment.
3. How to reprocess equipment
Important note: To avoid modifying unwanted information, please read section 2.2. and 2.3 carefully before proceeding.
To reprocess equipment, you must ensure:
- The Action field of the order line must be Create equipment and file job.
- The selected equipment were processed within 30 days prior.
- The selected equipment belong to the same processed transaction.
Here’s how:
- In the Orders module, select the order and then the order line → Open the Number tab → Choose Processed tab.
- Select equipment → Click on Reprocess to open the Reprocess panel.
- Edit numbering if necessary; otherwise, the equipment’s numbering will be retained → Review and finish.
To keep track of equipment among multiple process and reprocess transactions:
- In the Orders module, select the order and then the order line → Open the Number tab → Choose Processed tab.
- Here you will find a table which contains a column named Equipment ID:
- Equipment ID indicates the current serial number/batch number/Owner’s equipment ID of that equipment in Onix system.
- Other columns indicate the original information registered when the equipment was processed for the first time.
