e-repair user’s guide · overview e-repair options 6 e-repair user’s guide revised 12/05...

e-Repair

User’s Guide

CopyrightCopyright © 2005 RMI. All Rights Reserved.Printed in the United States of America.RMI - Delivered under license agreement.Copying and disclosure prohibited without express written permission from RMI.

RMI1819 Peachtree Road, Suite 303Atlanta, Georgia 30309 USAPhone: 404.355.6734Fax: 404.352-8814Internet address: www.railcarmgt.com

WarningAll information in this document, as well as the software to which it pertains, is proprietary material of RMI, and is subject to an RMI license and non-disclosure agreement. Neither the software nor the documentation may be reproduced in any manner without the prior written permission of RMI.Specifications are subject to change without notice.

About This Manuale-Repair User’s Guide is an instructional document designed to be used as a reference while using RailConnect, TMS, RMS, EMS, and IRCS-Connect applications, products of RMI.

TrademarksRailconnect, TMS, RMS, EMS, IRCS-Connect, ShipperConnect, BMS, FMS, e-BOL, and e-Repair are registered trademarks/service marks of RMI.

e-Repair User’sGuide Revised 12/05

Table of Contents

Overview.........................................................................................................................3Logging on to e-Repair.....................................................................................................4e-Repair Options ..............................................................................................................5

Main Menu ......................................................................................................................7Main Menu........................................................................................................................7RailConnect......................................................................................................................8Select Client Road............................................................................................................9

Select Road..........................................................................................................9Edit Road............................................................................................................10Adding Taxes .....................................................................................................12

Logout.............................................................................................................................13

Repairs..........................................................................................................................14

Current Repair Bills ........................................................................................................15Delete an Existing Current Repair Bill ...............................................................15View or Modify an Existing Current Repair Bill ..................................................15Enter a New Repair Bill - Price Master or Manual .............................................16Enter a New Wheel Repair Bill...........................................................................20Add a Repair to a Current Billing Record...........................................................23

Repair Bills in History .....................................................................................................23Work with Repair Bills in History ........................................................................23View Detail Information for a Repair Bill in History ............................................25

Reports .........................................................................................................................26

Month-End Billing with e-Repair....................................................................................27 Verification of Entry .......................................................................................................27Repair Report .................................................................................................................29History of Repairs...........................................................................................................30 Expanded History of Repairs ........................................................................................31 Generate Billing Repair Invoices...................................................................................33Print Billing Repair Invoices............................................................................................35Mailing Labels.................................................................................................................35Billing Register Worksheet .............................................................................................36Billing Summary Report .................................................................................................37Monthly Repair Totals.....................................................................................................38Master Files ....................................................................................................................39Price Codes....................................................................................................................40Price Master Details .......................................................................................................42

Working with Standard Price Masters................................................................42Working with Custom Price Masters..................................................................44

Contract Master.............................................................................................................52Equipment Owner Master ..............................................................................................53Why Made Codes...........................................................................................................55

Revised 12/05 e-Repair User’s Guide 1

SPLC Codes...................................................................................................................56Equipment Type Codes..................................................................................................57Employees......................................................................................................................59 User Names ..................................................................................................................60Currency Codes .............................................................................................................62

Counter Billing.............................................................................................................63

Working with Counter Billing Requests..............................................................63

Crystal Reports ............................................................................................................65What is Crystal Reports?................................................................................................65The Crystal Reports Viewer ...........................................................................................65

Toolbar Buttons..................................................................................................65Navigating the Report ........................................................................................66Searching Your Reports.....................................................................................66Printing Your Report...........................................................................................67Exporting Your Reports......................................................................................67

Index..............................................................................................................................69

2 e-Repair User’s Guide Revised 12/05

Overview

Overview

e-Repair allows you to capture car repair information, including tax amounts, and to produce invoices for AAR or contract billing from anywhere that you have access to the Internet. This system provides you with everything you need to manage the car repair billing process, without the problems of software maintenance or quarterly updates. You can begin billing cars immediately from any PC with a browser and a connection to the Internet.The e-Repair entry screens are designed to make data entry quick and error free. Extensive editing is built into the system to ensure that you use proper job codes, condition codes, and why made codes. Billing repair cards, group billable items, and summaries may be prepared using the AAR Pricemaster or contract rates. Even wheels are priced automatically, and, since the system is Internet based, estimates and invoices can easily be transmitted to car owners via e-mail. The most recent AAR Pricemaster is always available online. Detailed management reports that give you a summary of repairs by owner, job code, location, and other criteria, can be easily viewed in your browser, printed, or exported to Excel at the click of a mouse. e-Repair supports the ability to enter repairs for multiple railroads within a holding company. You can then produce reports for individual railroads or reports that summarize data for multiple roads.


OverviewLogging on to e-Repair

Logging on to e-RepairTo log on to the e-Repair interface, you must first open an internet browser session on your system. In the address area of your browser, type the following address: www.railconnect.com. The RailConnect login window will appear (Figure 1).

Figure 1


http://www.railconnect.com

http://www.railconnect.com

Overviewe-Repair Options

Enter your Username and your Password in the spaces provided and click on the Login button. You will be connected to the RailConnect product menu (Figure 2).

Figure 2

Click on e-Repair. You will be connected to the main e-Repair window (Figure 3).

Figure 3

e-Repair OptionsThe following menus or options are available from the main e-Repair window:

Main Menu: allows you to access information from all roads associated with your railway system, transfer to other RailConnect products, or log out of the e-Repair system.


Overviewe-Repair Options

Repairs: allows you to view repair bills in the system, either current or from history, and enter new repair bills.

Reports: gives you access to a variety of pre-formatted reports. You can choose a report to create and view, or you can schedule a report to run automatically. You can also generate and print repair billing invoices from the Reports menu.

Master Files: gives you access to the e-Repair master files. These files store information that allows you to accurately and quickly enter repair bills in e-Repair. Using this menu, you can edit or create records in the master files.

Counter Billing: allows you to view and work with counter billing requests and authority.


Main MenuMain Menu

Main Menu

You can use the functions on the Main Menu drop-down to transfer to other RailConnect products, choose a road in your organization with which you want to work, or log out of the e-Repair system (Figure 4).

Figure 4

Main MenuSelect the Main Menu option on the Main Menu drop-down from any window in the system to return to the main e-Repair window.


Main MenuRailConnect

RailConnectSelect the RailConnect option on the Main Menu drop-down to connect to other RailConnect products. The RailConnect login window will appear (Figure 5).

Figure 5

Enter your Username and your Password in the spaces provided and click on the Login button.


Main MenuSelect Client Road

You will be connected to the RailConnect product menu, from which you can access any of the RailConnect suite of products (Figure 6).

Figure 6

Select Client RoadIf your organization encompasses more than one railroad, you can use the Select Client Road option on the Main Menu drop-down to switch between roads, to edit contact and processing information, or to specify tax amounts for repairs on a road and then have the tax amount printed on invoices for that road (Figure 7).

Figure 7

Select RoadTo change the road with which you are working, take the Select Client Road option



from the Main Menu, click on the Select button next to the road you want to access (Figure 8).

Figure 8

Note: The Company (your overall organization) and the Client (an individual road or entity within your organization) you are currently working with will always appear in the upper right hand portion of every window in the system.

Note: You must have administrative level security to initialize the tax rates and edit client information.

Edit Road1. To edit the contact, initialize tax rates, and process information for a particular

road, click the Select Client Road option from the Main Menu, then click on the Edit button next to the road. The Client Detail window will appear (Figure 9):

Figure 9



2. Make any necessary changes in the following fields:

Client ID Enter a client identification code.

Name, Address, City, State, Zip, E-Mail

Enter a contact name, address, and e-mail for the client.

Tax Identifier (FEIN) Enter an assigned government identifier. (This should be done during setup.)

Next Bill Number Shows the next Repair Bill number to be automatically generated.

Accounting G/L Code (Used only for custom extract to Lawson Financial System.)

Price Master to Use Choose the Standard AAR, Canadian, or custom price master to be used as a default when billing the client.

Default Currency Choose the currency used by the client.

Default Facility Type Choose the type of repair used.

Default L/E Status Choose the applicable client status.

Allow Bill Override Click the box to allow bill override for the client.

Complete Price Edits Click the box to allow editing.

Auto Export to AAR Click the box to automatically export the client's monthly billing data to AAR.

Remit To: Attention, Phone, E-Mail, Address, City, State, Zip

Enter a name, address, phone number, and e-mail to which bills should be remitted.

Inquiry To: Attention, Phone, E-Mail, Address, City, State, Zip

Enter a name, address, phone number, and e-mail to which billing inquiries should be directed.

3. Take one of the following actions:

• Click on the Update button at the bottom of the screen to save any changes you have made.

• Click on the Taxes button to add or modify tax information for that client. The Taxes window appears.

• Click on the Cancel button to cancel any changes you have entered and return to the Select Client Road window.



Adding Taxes1. To add a new tax or to modify an existing tax, click the Taxes button at the bottom

of the Client Detail window. The Taxes window appears (Figure 10).

Figure 10

2. Click the Insert button. The Client Tax window appears (Figure 11).

Figure 11

3. Enter information in the following fields. Tax Rate and Type of Tax are required.

Type of Tax Select a tax type from the drop-down menu. The following are valid tax types:

PST Provincial State TaxGST General or Government State TaxQST Combination of both PST and GSTIVA Mexican Government Tax.

Government Tax ID

Enter an assigned government identifier. (This should be done during setup as it is required to include taxes in the Repair Exchange file.)

Tax Rate Enter the tax amount.

Start Date/End Date

Enter the start and end dates repairs are invoiced. Do not enter the repair date.

4. Click the Insert button when finished. You will return to the Taxes window confirming the addition of the new tax rate. You may add additional tax rates for each client as needed.


Main MenuLogout

LogoutSelect the Logout option from the Main Menu drop-down to close your e-Repair session (Figure 12). If you choose this function, you will be logged out of the e-Repair system and a login window will appear to let you reconnect at a later time (Figure 13).

Figure 12

Figure 13


Repairs

Repairs

You can use the options on the Repairs drop-down menu to work with repairs (Figure 14). You can modify existing repairs, enter new repairs, or view history information about repairs that have already been generated.

Figure 14

You can perform the following actions from the Repairs menu:Delete an Existing Current Repair BillView or Modify an Existing Current Repair BillEnter a New Repair Bill - Price Master or ManualEnter a New Wheel Repair BillAdd a Repair to a Current Billing Record.Work with Repair Bills in HistoryView Detail Information for a Repair Bill in History


RepairsCurrent Repair Bills

Current Repair BillsChoose List Current Repair Bills from the Repairs drop-down menu to enter or change a current repair (Figure 14). The List Repair Bills window appears (Figure 15).

Figure 15

Delete an Existing Current Repair BillYou can work with repair bills already in the system from the List Repair Bills window.1. Choose option List Current Repair Bills from the Repairs drop-down menu. The

List Repair Bills window appears.

2. Click the blue Delete field of the equipment for which you want to remove the repair bill. A confirmation window appears (Figure 16).

Figure 16

3. Click Yes to delete all repair activity for that equipment or No to return to the list without deleting.

Note: You are actually deleting by Equipment Initial and Number for a particular repair date.

View or Modify an Existing Current Repair BillYou can work with repair bills already in the system from the List Repair Bills window.1. Choose option List Current Repair Bills from the Repairs drop-down menu. The



List Repair Bills window appears.

2. Click the blue Equipment Initial of the repair bill with which you want to work. If multiple repairs are associated with that equipment, a repair list window appears (Figure 17).

Figure 17

3. Click the blue Applied Job Code for the repair you want to see. The Repair Details window for that repair appears (Figure 18). On this screen you can view and modify information about the repair. If you make any changes to the repair, use the Calc Totals button to recalculate repair totals and click the Update button to save your modifications.

Figure 18

Enter a New Repair Bill - Price Master or ManualYou can use the Enter Repairs Price Master option to utilize the AAR Interchange Rules and the AAR Standard Price Master or the Canadian Price Master to price new repair bills. This option can also be used to enter repairs made with contract rates.Although the price master option lets you make most contract billing, a few exceptions cannot be handled with this option. In these cases, you need to enter non-standard repair bills manually using the Enter Repairs Manual option. For example, if you want to change the calculated price once a contract code is used to seed the price,



you must enter the change manually.Entering bills manually is similar to entering AAR Standard Bills with the following exceptions:

• AAR rates and descriptions are not automatically seeded from the Price Master.

• The OK button does not allow you to view the calculated total price. You must press the Calc Totals button to view the calculated total. Pressing OK calculates the unit and total price and adds the repair to the file.

• Contract codes affect prices. If a contract is "in effect," labor, material, or total price are calculated by the code in the Contract Master file.

• No wheel calculations take place. e-Repair does not edit manual or contract wheel entries. (e-Repair does not ask for the wheels to be entered as pairs through this option, and no calculation is done. You must assign the price for the wheel repair.)

1. Choose option List Current Repair Bills from the Repairs drop-down menu. The List Repair Bills window appears.

2. Click on the Enter Repairs Price Master or the Enter Repairs Manual button. The Repair Details (Current) window appears (Figure 19).

Note: If you are entering the repair manually, the Price Master drop-down selection menu contains only custom price master files, not the AAR Standard Price Master or the Canadian Price Master. Also, Seed Price and Calc Totals buttons are available to determine the price of repairs.

Figure 19



3. Enter information in the following fields:

Equip Init Enter a reporting mark of the car.

Number Enter a car number.

Repair Date Enter the date the repair was completed.

SPLC Enter the Standard Point Location Code for the station where the repair was made.

Car Type Enter the type of equipment repaired.

Estimate Click on the box if you want an estimate bill.

Load/Empty Enter the Load/Empty status of the equipment at the time of repair.

Job Code The Applied Job Code, the Condition Code, and the Removed Job Code. These three fields are entered as one. To search for a specific job code within one of the price masters, click on the arrow. The Select Price Master Job Code window appears.

Price Master Click on the arrow to select the correct master file from the drop-down list. You can choose to populate the repair bill from values contained in the AAR Standard Price Master, the Canadian Price Master, or one of your operation's custom price masters.

Location On Car

Enter the location on the car where the repair was made. The codes for this field are specified in the price master you choose. (Example: R for right side)

Contract Code Enter a contract code to seed price from contract.

Quantity Enter the number of units applied when making the repair.

Why Made Enter a why-made code representing the reason the repair was made.

Repairman Enter the initials of person who repaired car. A report is available that summarizes repairs by repairman (carman).

Applied Qual Enter the qualifier that will be applied in the repair.

Removed Qual Enter the qualifier that will be removed in the repair.



Responsibility Enter a code indicating the party responsible for the repair. The following are valid responsible parties:

• Owner Responsibility• Handling Line Responsibility• Defect Card Authority• Owner Responsibility - Owner Authorized• Handling Line Responsibility - Owner Authorized• Owner Responsibility-Owner Unable to Furnish

Material• Handling Owner Unable

Job Description

Use this free-form field to expand upon the Job Code.

Comment Use this free-form field to add a comment. The comment will appear on the bill.

Defect Card Date

If the repair was made on the authority of a defect card, enter the defect card date.

Defect Card Road

If the repair was made on the authority of a defect card, enter the defect card road.

Override Bil Road

Enter a new road mark to change the bill road automatically seeded by e-Repair.

Group Bill Check this box to indicate that the repair is a group billable item. The repair will appear under the group billable section of the repair bill where multiple cars are shown on one page. If the field is blank, the repair will appear on a billing repair card for that car only.This field is automatically seeded from the Price Master based on the type of repair being entered, but you can override that value.

Betterment Click box to show that the repair can be considered a betterment according to guidelines.

Currency Enter the currency in which the repair will be billed.

Facility Type Enter the physical location at which the repair will be made.

Fixed Labor (One): Qty/Rate/Amount

Quantity, rate, and amount (quantity multiplied by rate) for set labor associated with the repair.

Variable Labor (Each):Qty/Rate/Amount

Quantity, rate, and amount (quantity multiplied by rate) for variable labor associated with the repair.




• Click OK to accept the information and fill the price information fields from the price master you have chosen. A confirmation box appears to allow you to save the information.

• Click the Seed from Last button to automatically fill the price information fields from the last bill.

• Click the Seed Price button to look up the AAR standard price from the Price Master file. (manual entry only)

• Click the Calc Total button to calculate and display the total price of the repair. (manual entry only)

5. After you save the repair, you can either continue entering information to add another repair for the same railcar, click the New Equipment button to add a new revenue repair, or click on the Back to Repair List button to go back to the list of current repairs.

Enter a New Wheel Repair BillWheel repair entries are subject to special conditions that require additional input. To accommodate the special conditions, e-Repair performs the following checks on wheel entries:

• Single wheel repairs are not allowed.• Wheel price for each wheel is calculated after the mate wheel is entered.• Wheel repairs must include wheel measurements.

1. Follow the steps to “Enter a New Repair Bill - Price Master or Manual” on page 16.

Enter wheel repair information on the Repair Details (Current) window as you would with any other repair. The Job Code you enter will indicate that you are creating a Wheel Repair Bill. During wheel data entry, e-Repair checks the

Material Price (Each)

Price of material associated with the repair.

Total Material Total material price (material price multiplied by the number of repairs).

Total Labor Total labor price (fixed labor and variable labor multiplied by the number of repairs).

Total Price Total price of the repair bill (includes total material and total labor).



qualifiers, quantity, and location on car fields to ensure accuracy (Figure 20).

Figure 20

2. Click OK to accept the information.

e-Repair searches the AAR Price Master to check that the job code for the wheel is valid. If the code is not found, a message box appears. You can either enter another code or view the possible options in the Price Master.

If the job code is valid, the Wheel Repairs screen appears (Figure 21).

Figure 21


Why Made Enter a why-made code representing the reason the repair was made.



4. Click OK to update the record.

Note: Since wheel measurements will be used to calculate the bill amount, be careful when you enter the applied and removed side scale and finger reading.

Note: e-Repair does not check to make sure you enter associated bearing, axle and wheel labor amounts when you change out a wheel. Make sure you enter these repairs when you change out wheels.

5. When you return to the Repair Details (Current) window, a Wheels button appears at the bottom of the screen. Clicking this button will take you back to the Wheel Repair window to make modifications.

Location On Car

Enter the location on the car where the repair was made. The codes for this field are specified in the price master you choose. (Example: R for right side)

Applied Qual Enter the qualifier that will be applied in the repair.

Removed Qual

Enter the qualifier that will be removed in the repair.

Applied: Side Scale Reading

Enter the two-digit side scale reading of the wheel applied.

Applied: Finger Gauge Reading

Enter the two-digit finger gauge reading of the wheel applied.

Removed: Manufacture Date

Enter the month and year the removed wheel was manufactured.

Removed: Manufacture Code

Enter the manufacturer code taken from the wheel removed.

Removed: Heat Transfer Class

Enter the one-position code representing the heat transfer class of the wheel removed.

Removed: Side Scale Reading

Enter the two-digit side scale reading of the wheel removed.

Removed: Finger Gauge Reading

Enter the two-digit finger gauge reading of the wheel removed.


RepairsRepair Bills in History

Add a Repair to a Current Billing RecordOnce you establish a current repair bill record for a piece of equipment, you can add additional repairs made to the car to the record. 1. Choose Repairs from the Main Menu bar.

2. Click on List Current Repair Bills on the Repairs drop-down menu. The List Current Repair Bills screen appears (Figure 22).

Figure 22

3. Click the initials for the equipment to which you want to add repairs. The List Current Repair Bills screen for that equipment appears (Figure 23).

Figure 23

4. Click on the Enter Repairs Price Master or the Enter Repairs Manual button; the Repair Details (Current) window appears. Follow the instructions in “Enter a New Repair Bill - Price Master or Manual” on page 16 to complete the fields on this window and add the repair.

Repair Bills in History

Work with Repair Bills in HistoryAfter the user generates a final invoice for a repair, the bill goes into Repair Bill History. Choose List Repair Bill History from the Repairs drop-down menu to work



with a repair bill history record. The List Repair Bills window appears (Figure 24).

Figure 24

From this window you can perform the following actions:

Search for a Repair Bill

Enter a Bill Number, Billed Road mark, and/or Bill Month/Year in the fields at the top of the window. e-Repair will filter the list to display only repair bills that match the criteria you enter.

Delete Repair Bills

Click on the blue Delete next to the repair bill(s) you want to delete from history. A confirmation window will appear; click on the Yes button to delete.

Rebill Repair Bills

Click on the Select circle next to the repair bill(s) you want to rebill, then click on the Rebill Selected Bill button. For each bill that you rebill, e-Repair will keep a copy of the record in history and move a second copy back to the list of current repair bills.

Unbill Repair Bills

Click on the Select circle next to the repair bill(s) you want to unbill, then click on the Unbill Selected Bill button. For each bill that you unbill, e-Repair will remove the record from history and place it in the list of current repair bills.

Print Repair Bills

Click on the Select circle next to the repair bill(s) you want to print, then click on the Print Selected Bill button.

Export Repair Bills

Click on the Select circle next to the repair bill(s) you want to unbill, then click on the Export Selected Bill button. The information from each bill that you select will be exported to a separate file, either in AAR format or a custom format that you choose.



View Detail Information for a Repair Bill in History1. To view the history record for a repair bill, click on the blue bill number. A list of

repairs associated with that bill appears (Figure 25).

Figure 25

2. Click on the blue Equipment Initial of the repair you want to see. The Repair Details (History) window appears (Figure 26).

Figure 26

From this window you can view the repair bill details.

Send Repair Bills to Exchange

Click on the Select circle next to the repair bill(s) you want to send to the exchange tape, then click on the Send Bill to Exchange button. This option allows you to send one or more repair bills to the exchange tape separately. Bills not sent in this way are automatically sent to the exchange tape once a month.


Reports

Reports

You can use the options on the Reports drop-down of the e-Repair task bar to generate and print a variety of e-Repair reports and billing invoices (Figure 27).

Figure 27

Report: Used to:Verification of Entry

Produce a list of current repairs entered over a specific period. You can use this report to double-check your current data entry.

Repair Reports Produce a list of repairs by road for a specific period.

History of Repairs

Produce a list of repairs by date.

Expanded History of Repairs

Produce a report similar to the History of Repairs report, but with additional fields included.

Generate Billing Repair Invoices

Generate billing records for current repairs in AAR standard format. Both trial and final run options are available.

Print Billing Repair Invoices

Print the invoices produced by the Generate Billing Repairs option. The invoices print in AAR standard billing format.

Mailing Labels Print mailing labels for each controlling road that will receive a billing invoice.

Billing Register Worksheet

Produce a summary of roads and amounts billed in a specified month. This worksheet is used primarily for accounting (accounts receivable) purposes.


ReportsMonth-End Billing with e-Repair

Month-End Billing with e-RepairOnce you have completed your repair data entry, you are ready to begin the billing process to produce repair invoices. Several of the selections on the e-Repair Reports menu will help you to complete your month-end billing.There are several steps in the month-end billing process:1. Generate trial invoices. Use the Generate Billing Repair Invoices option from the

Reports menu to create trial invoices. You must first generate invoices before you can print them. Tax amounts are determined when you generate the invoice. You can generate the trial run as many times as needed to be sure statements are correct. See “Print Billing Repair Invoices” on page 35 for instructions.

2. Print trial invoices. See “Print Billing Repair Invoices” on page 35 for instructions.

3. Carefully review the trial run for errors. Generating and printing a trial run does not change repair records.

4. Correct errors and add repairs if needed. See “View or Modify an Existing Current Repair Bill” on page 15 and “Add a Repair to a Current Billing Record” on page 23 for instructions.

5. Generate final invoices. The final run transfers repair bill records to history. See “Generate Billing Repair Invoices” on page 33 for instructions.

6. Print the final invoices and mailing labels. See “Generate Billing Repair Invoices” on page 33 and “Mailing Labels” on page 35 for instructions.

Verification of EntryThe Verification of Data Entry report allows you to make sure that repairs were properly entered into e-Repair.

Billing Summary Report

Produce a list of repairs billed by owner.

Monthly Repair Totals

View the repair summary used to create monthly customer billing.

Report: Used to:


ReportsVerification of Entry

To run the Verification of Data Entry report:1. Select Verification of Entry from the Reports drop-down menu. The Verification

of Entry window appears (Figure 28).

Figure 28

2. Enter a Start Date and an End Date to specify the range of dates you want the report to cover.

Note: The range of dates is applied to the repairs' Data Entry Dates, not their Repair Dates.

3. Press the Submit button.

The report appears on your screen in Crystal Reports format. See “Crystal Reports” on page 65 for information about viewing data in Crystal Reports.


ReportsRepair Report

Repair ReportThe Repair Report produces a list of repairs by road for a specific period.

To print the Repair report:1. Select the Repair Reports option from the Reports drop-down menu. The Repair

Reports selection window appears (Figure 29).

Figure 29


Client Roads Click on a specific road to select repairs belonging to that road, or click all roads.

Start Date/End Date

Range of dates you want the report to cover.

Date Type Choose whether to select records by repair date or by billing date.

Report Type Choose whether to print a detailed list of each repair (Detail) or a summary report (Summary).

Include Archive

Check this box to include archived data.

Sort By Choose one of the following report sort options: Job Code, Road, Location, or Repairman.

Control Road Enter the reporting mark of the road or leasing company that controls the reporting mark you are setting up. Repair bills are grouped and printed by Control Road.

SPLC Enter a SPLC to select only repairs made at that location.

Reporting Mark

Enter a reporting mark to select only equipment with that mark.


ReportsHistory of Repairs

3. Click on the Run Report button to accept the information and create the report.


History of RepairsThe History of Repairs report gives you a list of repairs in history by date.

To run the History of Repairs reports:1. Select the History of Repairs option from the Reports drop-down menu. The His-

tory of Repairs selection screen appears (Figure 30).

Figure 30

2. Use following fields to customize your report:

Car Number Enter a car number to select repairs for a specific car.

Job Code Enter an applied job code to select only repairs with that job code.

Responsibility Enter a responsibility code to select only repairs with that responsible party.

Group Bill Select Yes to include group billable repairs only. Select No to suppress printing of group billable repairs. Select All to include all repairs.


Start Date/End Date



ReportsExpanded History of Repairs



Expanded History of RepairsThe Expanded History of Repairs report is similar to the History of Repairs report, but with additional fields, such as comments, qualifiers, and wheel readings.



Include Archive




Reporting Mark







ReportsExpanded History of Repairs

To print an Expanded History of Repairs report:1. Select the Expanded History of Repairs option from the Reports drop-down

menu. The Expanded History of Repairs selection window appears (Figure 31).

Figure 31

2. Use following fields to customize your report:


Start Date/End Date




Include Archive




Reporting Mark





ReportsGenerate Billing Repair Invoices

3. Click on the Run Report button to accept the information.


Generate Billing Repair InvoicesYou can use the Generate Billing Repair Invoices option to create trial run invoices or create final bills. When you generate the final invoices, you can choose to generate an AAR export file.

Caution: The final run moves repair bill records to history. Once you run final bills, e-Repair transfers them to history. You cannot correct repair bills in history. However, you can move them back to the current repair bill file and then correct them. (See “Work with Repair Bills in History” .)

To generate final or trial billing invoices:1. Choose the Generate Billing Repair Invoices option from the Reports drop-

down menu. The Request Invoice Generate selection window appears(Figure 32).

Figure 32




ReportsGenerate Billing Repair Invoices

2. Enter information in the following fields to print a range of invoices:

Billing Month/Year

Enter a billing month and year to include the records from that time period in the report.

Include all repairs through

Enter the last repair date (month, day, and year) to be included in the billing generated. This date refers to the date the cars were repaired, not the date the repair was entered.

To be settled on

Enter a date to include all bills settled on that date.

First bill number to use

Number for first bill to be generated. The default is the next available bill number.

Include all repairs for owner

Enter an owner ID to include all repairs billed to that owner or leave blank for all owners.

Include which owners

Choose one of the following values to include equipment owned by those owners:

• Private Only• Non-Private Only• All Owners

Trial Run Check this box if you are running trial invoices; make sure this box is not checked if you are generating final bills.

Generate Owner Advisory Bills

Click the check box to generate advisory bills.

Export to AAR Repair Exchange

Click the check box to export in AAR format.

Comments for Invoices

Enter comments in this free-form field.

Send Email when complete

If you want to receive an Email notification when the invoice generation is complete, enter the Email address to which the notification should be sent.

3. Click the OK button to generate. See “Print Billing Repair Invoices” on page 35 for instructions on printing the data after it has generated.


ReportsPrint Billing Repair Invoices

Note: Repairs that are the responsibility of the handling line (Responsibility Code 2) bill at zero amount on the owner's statement. At the end of the statement run, a repair card (handling road statement) is printed for each car with a Responsibility Code 2 repair.

Print Billing Repair InvoicesIf you do not print final invoices at the time you generate them, you can use the Print Billing Repair Invoices option to print them later. You can also see the total tax amount for repairs on the Invoice Summary section of the invoice. If there are no taxes to invoice, this section of the invoice is not shown.

To print final invoices after generation:1. Choose the Print Billing Repair Invoices option from the Reports drop-down

menu. The Select Invoice to Print selection window appears (Figure 33).

Figure 33

2. You can either enter a Start Road and an End Road to print a series of invoices, or you can click the selection box next to each invoice listed on the screen that you want to print.

3. Click the Submit button to print the report.

Mailing LabelsAfter you print the final repair bills, you can use the Mailing Labels option to print mailing labels for the bills.

To print mailing labels:1. Choose the Mailing Labels option from the Reports menu. The Mailing Labels


ReportsBilling Register Worksheet

selection window appears (Figure 34).

Figure 34

2. Use the drop-down menu to select the label type you are using.

3. Click on the selection box(es) next to the billing repair Invoice(s) for which you want to print mailing labels.

4. Click on the Submit button to print the labels.

Billing Register WorksheetThe Billing Register Worksheet generates a summary list of car repairs for a month. The repairs are sorted and grouped by controlling road.

To print a Billing Register Worksheet:1. Choose the Billing Register Worksheet option from the Reports drop-down

menu. The Billing Register Worksheet selection window appears (Figure 35).

Figure 35


ReportsBilling Summary Report

2. Complete the following fields:


Billing Month/Year


3. Click on the Run Report button. The worksheet appears on your screen.

Billing Summary ReportThe Billing Summary Report prints a list of repairs by car owner. The summary version of this report includes repair totals by owner, with the total repair and tax amounts included in the total bill amount for all marks printed at the end of the report. This report is generally used for accounts receivable purposes.

To print a Billing Summary report:1. Choose the Billing Summary Report option from the Reports drop-down menu.

The Billing Summary Report selection window appears (Figure 36):

Figure 36



Billing Month/Year




ReportsMonthly Repair Totals



Monthly Repair TotalsUse the Monthly Repair Totals Report to see how many billable repairs have been made in eRepair for the month. You should run this report after you have completed final bill generation for the month. This report will also tell you the total amount of billable repairs made.



Reporting Mark







ReportsMaster Files

To print a Monthly Repair Totals report:1. Choose the Monthly Repair Totals option from the Reports drop-down menu.

The Monthly Repair Totals selection window appears (Figure 37):

Figure 37

2. Enter a billing month and year to include the records from that time period in the report.

3. Click on the Submit button to accept the information and create the report.


Master FilesThe e-Repair Master Files contain data that reflects how you build your repair bills. They contain information about your repair prices, contracts, equipment, stations, customers, and employees (Figure 38). Once you set up these files, they can help to check and streamline your data entry. For example, when you enter a car initial, e-Repair uses the Equipment Owner Master to ensure the reporting mark is valid and to reference details about the equipment owner.

Figure 38


ReportsPrice Codes

The following files are available from the Master Files drop-down menu:

Master File: Used to:Price Codes Select the appropriate price master and price codes

for the bills you are processing.

Price Master Details

Check the job codes you enter for valid repairs. e-Repair contains the AAR Price Master for the current past three quarters, the Canadian Price Master, and optional user-created custom price masters.

Contract Master

Set up contract rates for repairs made not using AAR rates.

Equipment Owner Master

Maintain a list of valid reporting marks, names, and addresses for equipment owners.

Why Made Codes

Review a list of all valid why-made codes.

SPLC Codes Maintain a list of all valid Standard Point Location Codes (SPLC) for stations at which you repair cars.

Equipment Type Codes

Maintain a list of all valid car types.

Employees List employees and their identification codes. This is an optional master file.

User Names Establish security levels for employee access to e-Repair.

Currency Codes

Maintain a list of valid currency codes for operations using multiple currencies.

Price CodesThe Price Codes Master contains price code records to use for pricing repairs. You can use the Price Codes option on the Master Files menu to modify or create new price codes.


ReportsPrice Codes

To change or create a price code1. Select Price Codes from the Master Files menu. The Price Codes window

appears, listing all available price codes for your operation (Figure 39).

Figure 39


• to view or modify an existing code, click on the name of that Price Code.• to create a new code, click on the Insert button.When you take either of these actions, the Price Code Detail window appears (Figure 40):

Figure 40

3. Enter or modify information in the following fields, as necessary:

Price Code Enter a 3-digit code identifying the price code.

Price Name Enter a descriptive name for the price code.

Currency Type

Enter the currency used to calculate the price.

4. Click on the Insert button to save the information.


ReportsPrice Master Details

Price Master Details

Working with Standard Price MastersThe AAR Price Master contains all AAR-approved repair codes and associated charges. Each record contains the full AAR description, valid why-made codes, labor quantity allowed, and prices for the most recent four quarters. RMI provides quarterly updates of the Price Masters.The Canadian Price Master contains all Canadian approved repair codes and associated charges.You cannot modify a standard price master. To create modifiable custom Price Masters, See “Working with Custom Price Masters” on page 44.

To view a standard Price Master1. Choose the Price Master Details option from the Master Files menu. The Price

Master Job Codes window appears (Figure 41).

Figure 41

2. Select the standard price master you want to view from the drop down menu. e-Repair offers both the AAR Standard Price Master and the Canadian Price Master.


• To search for a particular record, enter a Job Code or a Job Description, then click on the Find button.

• To see a list of all job codes associated with that price master, click on the Find button without specifying a specific job code.



The list of job codes you requested will appear (Figure 42):

Figure 42

4. Click on the blue Job Code of the code you want to view. The Price Master Details window appears (Figure 43).

Figure 43

5. To view rates associated with this job code, click on the Rates button. The Price Master Rates list window appears (Figure 44). Clicking on the blue Why Made code for a rate allows you to drill down to greater rate detail.

Figure 44

6. To view locations associated with this job code, click on the Locations button. The Price Master Valid Locations list window appears (Figure 45). Clicking on the



blue Car Kind code for a location allows you to drill down to greater location detail.

Figure 45

Working with Custom Price MastersIn addition to working with the standard AAR or Canadian Price Masters, you also can set up your own job codes using the Price Master Details option. Any Custom Price Master records you add will be retained when you load a new quarterly update. If you modify an existing job code, it will be overwritten in the next update.See the Field Manual of the AAR Interchange Rules and the Office Manual of AAR Interchange Rules for additional pricing information.

To work with job codes in a custom Price Master1. Choose the Price Master Details option from the Master Files menu. The Price


Figure 46

2. Select the custom price master you want to use from the drop down menu.


• To search for a particular record, enter a Job Code or a Job Description, then click on the Find button.

• To see a list of all job codes associated with that price master, click on the Find button without specifying a specific job code.



The list of job codes you requested will appear (Figure 47).

Figure 47

4. To view details about a particular job code, click on that blue Job Code. The Price Master Details window appears for that job code (Figure 48).

Figure 48

From this window you can change the job code specifications, view or modify rate and location details, or delete the job code.

To work with custom job code rate details1. See “Working with Custom Price Masters” on page 44 and follow the steps to

work with the job code you want to view or modify.



2. To view details about the rates associated with the code, click on the Rates button on the Price Master Details window. A list of rates appears on the Price Master Rates window (Figure 49).

Figure 49

3. To view rate details, click on the blue Why Made code for that rate. The Rate Details window appears (Figure 50). On this window you can view or modify specific information about the rate.

Figure 50

To work with custom job code location details:1. See “Working with Custom Price Masters” on page 44 and follow the steps to

work with the job code you want to view or modify.

2. To view details about the locations associated with the code, click on the Locations button. A list of locations appears on the Price Master Valid Locations



window (Figure 51).

Figure 51

3. To view location details, click on the blue Car Kind code for that location. The Price Master Valid Locations detail window appears (Figure 52). On this window you can view or modify specific information about the location.

Figure 52

To add a new job code to a custom Price Master:1. Choose the Price Master Details option from the Master Files menu. The Price


Figure 53



2. Select the custom price master you want to use from the drop-down menu.

3. Click on the Find button to view a list of job codes currently associated with the price master (Figure 54).

Figure 54

4. To create a new code, click on the Insert button. The Price Master Details window appears (Figure 55):

Figure 55


Job Code Enter a job code identification.

Description Enter a free-form description of the job code.

Max Units: Standard

Enter the maximum allowable quantity that can be applied to a standard repair.

Max Units: Articulated

Enter the maximum allowable quantity that can be applied to an articulated repair.

Max Units: Drawbar

Enter the maximum allowable quantity that can be applied to a drawbar repair.



6. To save the information, click on the Insert button. The Price Master Details window re-appears with buttons to allow you to work with rates and locations (Figure 56).

Figure 56

7. Click on the Rates button to add rates to the job code. The Price Master Rates window appears (Figure 57).

Figure 57

8. Click on the Insert button to add a new rate to the job code. The Price Master Rates window appears in Add mode (Figure 58).

Figure 58




Why Made Enter the why made code associated with the rate.

Responsibility Enter the code indicating the party responsible for the repair. The following are valid responsible parties:

• Owner Responsibility• Handling Line Responsibility• Defect Card Authority• Owner Responsibility - Owner Authorized• Handling Line Responsibility - Owner Authorized• Owner Responsibility-Owner Unable to Furnish

Material

Start Date/End Date

Enter a range of dates for which the rate will be valid.

Applied Qualifier

Enter the applied qualifier for the rate.

Removed Qualifier

Enter the removed qualifier for the rate.

Material Unit Select the unit of measure for materials.

Betterment Indicate whether the repair is a betterment.

Fixed Labor Standard Time

Enter the standard time for fixed labor.

Variable Labor Standard Time

Enter the standard time for variable labor.

Material Price Enter the cost of materials.

Credit Price Enter the cost of scrap credit.

Labor Fixed Enter the fixed labor amount.

Labor Variable Enter the variable labor amount.

Machine Priceable

Select whether the repair is machine priceable.

Major Part Type Select the major part type.

10. Click on the Insert button to save the information and return to the Price Master Details window.

11. Click on the Locations button to add a location to the job code. The Price Master



Valid Locations window appears (Figure 59).

Figure 59

12. Click on the Insert button to add a new location. The Price Master Valid Locations window appears in add mode(Figure 60).

Figure 60


Car Kind Enter the type of equipment being repaired.

Location on Car

Enter the location on the car where the repair is to be made.

14. Click on the Insert button to save the information and return to the Price Master Details window.

15. Add other rates or locations as necessary, then click on the Update button to save the new record.


ReportsContract Master

Contract MasterThe Contract Master contains code records for contracts in place on your road or shop. These code records contain information on specific contracts that you may have negotiated with car owners. When you enter a contract code in a repair bill, e-Repair uses the code prices in place of the AAR or Canadian Price Masters. You can use the Contract Master option on the Master Files menu to modify or create new contract codes.

To change or create a contract code1. Select Contract Master from the Master Files menu. The Contracts window

appears, listing all available contract codes for your operation (Figure 61).

Figure 61


• to view or modify an existing code, click on the name of that Contract Code.• to create a new code, click on the Insert button.

When you take either of these actions, the Contract Detail window appears (Figure 62):

Figure 62


ReportsEquipment Owner Master


Contract Code

Enter the identification code for the contract.

Effective Date Enter the date the contract takes effect.

Labor Discount

Enter a value if the contract calls for the labor rate to be calculated at a percentage of the AAR rate. For example, if you bill at 60% of the AAR rate, enter 60.00 in this field..

Labor Markup Enter a value to increase the AAR labor rate by a percentage

Labor Flat Rate

Enter a value if you bill a flat hourly labor rate. For example, if you bill at $50 per hour, enter 50.00 in this field.

Note: You cannot bill at both a Flat Rate and a Labor Discount Percentage under the same contract.

Material Discount

Enter a value if the material price is discounted by a percentage. For example, if your shop bills at 95% of the AAR material cost, enter 95.00 in this field.

Material Markup

Enter a value to increase the material amount. For example, if you charge a material carrying cost of 10%, enter 10.00 in this field.

Material Flat Rate

Enter a value if a flat material rate is applied.

Total Discount

Enter a value to discount the total amount calculated using the AAR job code pricing by a percentage. For example, if you discount both labor and material by 75%, enter 75.00 in this field.

Total Markup Enter a value to increase the AAR rate by a percentage.

Total Flat Rate

Enter a value to show flat amount to bill.


Equipment Owner MasterThe Equipment Owner Master file contains information about car owners, including the road mark, address, and controlling road. In addition, the Equipment Owner Master must include the name and address of your road or shop. The address you enter for your road or shop appears on billing statements.You can use the Equipment Owner Master option on the Master Files menu to modify or create new contract codes.


ReportsEquipment Owner Master

To change or create an equipment owner record:1. Select Equipment Owner Master from the Master Files menu. The Equipment

Owners window appears (Figure 63):

Figure 63

2. Use the drop-down choices to select whether you want to work with equipment owners in the Industry database or in your own User database. If you are looking for a particular owner or group, you can enter the road mark in the Road Search or Controlling Road field, as appropriate.

Note: A Controlling Road is a road or leasing company that controls the equipment of a group of smaller entities. For example, CSXT-marked cars are controlled by CSXT. In addition, LN, SCL and AWP cars are also controlled by CSXT. Repair bills are grouped and printed by Controlling Road.

3. Click on the Find button. The Equipment Owners list window appears (Figure 64):

Figure 64


• to view or modify an existing owner record, click on that Road Mark.• to create a new record, click on the Insert button.


ReportsWhy Made Codes

When you take either of these actions, the Equipment Owner Detail window appears (Figure 65):

Figure 65


Road Mark Enter the reporting mark of the equipment.

Road Name Enter the railroad or car owner name.

Attention Enter a contact person for the equipment owner.

Address/ City/State/Zip

Enter the billing address for the equipment owner.

Commentary You can include free-form information about the car owner.

Controlling Road

Enter the reporting mark of the road or leasing company that controls the reporting mark you are setting up. Repair bills are grouped and printed by Controlling Road. This may be the same as the Road Mark, or the Road Mark may be part of a larger group.

Customer Number

Enter the unique customer number that identifies the equipment owner. Used only for custom financial export.


Why Made CodesThe Why Made Codes Master is supplied as a reference only. e-Repair does not use this file to check data entry. The Why Made Codes used to check repair entry are contained in the AAR Price Master.


ReportsSPLC Codes

To view why made codes:1. Select Why Made Codes from the Master Files menu. The Why Mades window

appears (Figure 66):

Figure 66

2. The following fields appear for all codes on file:

Why Made Codes

Code number.

Description Brief explanation of the code.

SPLC CodesThe SPLC Codes Master includes a Standard Point Location Code (SPLC) for each location at which you repair your equipment. A shop using e-Repair will probably have only one SPLC code. A railroad will have a distinct SPLC for each online station where repairs are made. You can use the SPLC Codes option on the Master Files menu to modify or create new SPLC codes.

To change or create a contract code:1. Select SPLC Codes from the Master Files menu. The SPLC Master window

appears, listing all available SPLC codes for your operation (Figure 67).

Figure 67


ReportsEquipment Type Codes


• to view or modify an existing code, click on the name of that SPLC Code.• to create a new code, click on the Insert button.

When you take either of these actions, the SPLC Code Detail window appears (Figure 68):

Figure 68


SPLC Code Enter the code representing the station at which you repair cars.

Description Enter a brief description of the location.


Equipment Type CodesThe Equipment Type Codes Master contains records for each valid equipment type in your operation. You can use the Equipment Type Codes option on the Master Files menu to modify or create new Equipment Type codes.


ReportsEquipment Type Codes

To change or create a equipment type code:1. Select Equipment Type Codes from the Master Files menu. The Equipment

Type Codes window appears, listing all available equipment types for your opera-tion (Figure 69).

Figure 69


• to view or modify an existing code, click on the name of that Equipment Type Code.

• to create a new code, click on the Insert button.

When you take either of these actions, the Equipment Type Detail window appears (Figure 70):

Figure 70


Equipment Type Code

Enter a 2-position code representing equipment type.

AAR Car Type Enter the AAR car type code associated with that equipment type.

Description Enter a brief description of the equipment type.

Car Kind Choose whetther the equipment type is articulated, drawbar, or standard.


ReportsEmployees


EmployeesThe Employees Master contains a list of all employees' names and identification codes. This is an optional master file. You are not required to set up employee IDs unless you want to do so for security. You can use the Employees option on the Master Files menu to modify or create new employee records.

To change or create an employee record:1. Select Employees from the Master Files menu. The Employees window appears,

listing all employees in your operation(Figure 71).

Figure 71


• to view or modify an existing record, click on that Employee Key.• to create a new record, click on the Insert button.


ReportsUser Names

When you take either of these actions, the Employee Detail window appears (Figure 72):

Figure 72


Employee Key

Enter a 3-character employee key or identification code.

First Name, Last Name, Middle Initial

Enter the employee name.


User NamesThe User Names Master file allows you to establish and maintain e-Repair access for your users. This master file keeps unauthorized employees (or others) from opening e-Repair. There are two security levels -- Administrator and Normal. The Administrator (who is set up by RMI) is the only user who can add users and passwords. Otherwise, all users have equal access to all functions and files. You can, however, restrict the access of a user to certain railroads in a multi-road operation. You can use the User Names option on the Master Files menu to modify or create new user records.


ReportsUser Names

To change or create a user record:1. Select User Names from the Master Files menu. The Users window appears, list-

ing all users in your operation (Figure 73).

Figure 73


• to view or modify an existing record, click on that User ID.• to create a new record, click on the Insert button.

When you take either of these actions, the User Detail window appears (Figure 74):

Figure 74


User ID Enter the user's identification code.

Security Level

Enter the user's level of security access. The following options are valid:

Administrator has access to add and delete users. RMI will set up the initial Administrator's access.Normal access is given to all users other than the Administrator.

Car Owner Click if the user is a car owner.


ReportsCurrency Codes


Currency CodesThe Currency Codes Master file includes records for each currency used in your operation's billing. You can use the Currency Codes option on the Master Files menu to view currency records.

To view currency records:1. Select Currency Codes from the Master Files menu. The Currency Codes win-

dow appears, listing all currencies used in your operation's billing (Figure 75).

Figure 75

2. The following information appears about each currency:

Currency ID/Code

Unique currency identifiers.

Description Brief description of the currency.

Quick Entry Click if you want the user to be able to use auto-tab when entering billing repair.

Limited to Roads

If you have a multi-road operation, you can enter specific road marks to limit a user's access to those roads only.


Counter Bil l ing

Counter Billing

The e-Repair Counter Billing option allows you to view outstanding Counter Billing requests that have been granted but not yet billed. The Counter Billing requests appear on the display window by road and counter bill number, and the amount to include on the next billing repair invoice also appears. e-Repair applies the counter billing amount to the next billing generation.You can also use the Counter Billing option to enter counter billing authorized by foreign line roads. e-Repair adds the counter billing allowance you enter to the next invoice for that road.Before you enter a counter billing record, make sure you have an approved and original counter billing authority confirmation from the road that made the inaccurate repair. Attach the confirmation to the invoice generated in e-Repair before you mail it.

Working with Counter Billing Requests1. Select Counter Billing from the e-Repair task bar. The Counter Billing list window

appears, listing all outstanding requests for your operation (Figure 76).

Figure 76


• to view or modify an existing record, click on the blue Road for that counter billing request.

• to create a new record, click on the Insert button.


Counter Bil l ing

When you take either of these actions, the Counter Bill Detail window appears (Figure 77):

Figure 77


Road Enter a controlling road mark for the railroad that granted counter billing authority.

Bill Number Enter a bill number on the original Counter Bill Authority received from the road granting the request.

Bill Amount Enter a counter billing amount to include on the next invoice. This is the amount shown on the actual counter billing authority form.

Currency Select the currency in which the billing request is being processed.



Crystal ReportsWhat is Crystal Reports?

Crystal Reports

What is Crystal Reports?Crystal Reports is a program that runs data reports over the internet. The Crystal Report Viewer displays the reports on the user's monitor.When you run a report from any of the RailConnect programs, the report appears in the Crystal Reports Viewer window. This window pops up over the program window. If you look at your status bar on the bottom of your computer, you will see two browser icons when your report opens. You can perform numerous functions from the Viewer toolbar:

• navigate through the report quickly• search the report for specific information• print the report• export the report to your PC in Excel, Word, or other formats.

The Crystal Reports Viewer The Crystal Reports Viewer toolbar is easily confused with the internet browser toolbar. As the following illustration shows, the Crystal Reports toolbar sits within the browser's viewing window, immediately above the report (Figure 78).

Figure 78

Toolbar ButtonsThe following buttons appear on the Crystal Reports Viewer toolbar:

Print report


Crystal ReportsThe Crystal Reports Viewer

Navigating the ReportThe Crystal Reports Viewer toolbar makes navigating your report easy.

1. Click the resize button to make your report larger, smaller, fit the page width on screen, or fit the whole report on screen.

2. Click the page buttons to go to the next page or to the previous page .

3. You can go the first page of the report or the last page with a click.

4. Scroll up and down the page with the UP and DOWN arrows on the right side scroll bar.

Searching Your ReportsYou can use the Crystal Reports Viewer search function to find particular cars or other information quickly. For example, you could enter the word "Shop" in the search and find dialogue box to find all cars that had a shop move.

Export report

Resize screen

Go to first page

Go to previous page

Go to next page

Go to last page

Search report.



1. Click the Search button on the Crystal Reports Viewer toolbar. The Search dialogue box appears.

2. Enter the term you want to find in the report (this could be a car initial, number, move type, date, city, etc.), and click Find Next.

The search function finds the first appearance of the term and outlines it.

3. To continue the search, click Find Next again

4. To exit the search, click the X in the Search dialogue box.

Printing Your ReportYou can print your report directly from your computer screen.

1. With your report displayed on your monitor, click the Print button on the Crystal Reports Viewer toolbar. The Windows Print dialogue box appears.

2. Complete the dialogue box fields as necessary and click OK.

Exporting Your ReportsExporting your report to your PC is easy. You can export the report in the Crystal Reports format, or you can export it in Word document format, Excel file format, or Rich Text Format. You can then open your report with other software programs on your PC. Once you have exported your report to your PC, you can transmit them to other recipients with your email program.

1. Click the Export button on the Crystal Reports Viewer toolbar. The Export dialogue box opens.



2. Complete the following fields in the dialogue box.

Save In Select the PC folder for your report.

File Name Name the report.

Save As Type Select the report's format. The following options are valid:

Crystal ReportCrystal Report 7.0Rich Text FormatWord DocumentExcel 5.0 Document(will work with later versions of Excel)

3. Click Save.


Index

Index

AAAR pricemaster 3add a new tax 12adding a repair to bill record 23BBilling Register Worksheet 36Billing Summary Report 37Cchange the road 9connect to other RailConnect products 8Contract Master File 52creating a repair bill 16Crystal Reports 65Crystal Reports Viewer toolbar 65Currency Codes Master File 62Ddata reports over the internet

see Crystal Reportsdata that reflects how you build your repair bills

see master filesdeleting an existing repair bill 15Eedit road information 10edit the contact 10Employees Master File 59entering new wheel repair bill 20Equipment Owner Master File 54Equipment Type Codes Master File 57e-Repair options

Counter Billing 6Main Menu 5Master Files 6Repairs 6Reports 6

Expanded History of Repairs 31export the report using various formats 67Ggenerate and print a variety of e-Repair reports and billing invoices 26generating billing repair invoices 33


Index

HHistory of Repairs 30Llogin 8logout 13Mmailing labels 35Master Files 39master files

Contract Master 52Currency Codes 62Employees 59Equipment Owner Master 53Equipment Type Codes 57Price Codes Master 40Price Master 42SPLC Codes 56User Names 60Why Made Codes 55

modify an existing tax 12month-end billing process steps 27Monthly Repair Totals 38Nnavigating your report using Crystal Reports Viewer 66PPrice Codes Master File 41Price Master Details Master File 47print your report directly from your computer screen 67printing billing repair invoices 35RRepair Bill History 23Repair Report 29report name

Billing Register Worksheet 26Billing Summary Report 27Expanded History of Repairs 26Generate Billing Repair Invoices 26History of Repairs 26Mailing Labels 26Monthly Repair Totals 27Print Billing Repair Invoices 26Repair Reports 26Verification of Entry 26

Ssearch to find particular cars using Crystal Reports Viewer 66

e-Repair User’s Guide Revised 12/05

Index

select client road 9SPLC Codes Master File 56switching between roads by selecting client road 9Ttypes of tax

GST 12IVA 12PST 12QST 12

Uuse AAR Price Master to check job code 21User Names Master File 60VVerification of Data Entry 27view locations associated with job codes 43view rates associated with job codes 43viewing and modifying repair bill 15viewing detail information for repair bill 25WWhy Made Codes Master File 55work with a repair bill history 23work with repairs 14


e-repair user’s guide · overview e-repair options 6 e-repair user’s guide revised 12/05...

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