Prepare for PDI

Creating a New Operation will add it to the right-hand portion of the screen and into the internal bookings section in Workshop waiting to be received in. Pressing clear will clear any existing information so you can start from scratch and add a 2nd operation if needed.

An Estimated Preparation amount is important to inform the Workshop around the maximum value the workshop can invoice the work for. It will also write an accrual amount against the stock card which can be found on the costs tab.

Once a value is entered, the Miscellaneous Costs allows the value to be allocated to a specific cost type.

Not familiar with the correct process or have a question around the Prepare for PDI process? Please contact your Customer Experience Agent for more information.

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