7/17 Repair Workflow & Z-Task Codes Review

25 question-and-answer flashcards covering gate flow, key Z-task codes, responsibilities, timing, and escalation paths in the repair process.

What is the primary purpose of Gate 0 in the repair workflow?

To verify and capture all required order paperwork (PO, contract, shipping, partner data) before the unit can move forward.

Which Z-task signals that a Purchase Order and order details must be reviewed/validated?

Z106 – Administrative / Order (PO) Review Required.

Which Z-task is raised when no PO or critical information is received with the unit?

Z107 – Order Information / Contract Review Required.

What does Z128 “Ready to Release” indicate?

The order information has been acknowledged; the unit can be released from Gate

How does Z128 (Ready to Release) differ from Z129 (OK to Proceed)?

Z128 moves the order into the next gate; Z129 clears an action hold—often quote approval—and allows the next step within or after the same gate.

In which gate does the teardown and analytical evaluation of the unit occur?

Gate 1 – Receiving / Teardown / Analytical Completion.

Which Z-task instructs the shop to perform the CAFE / findings report?

Z113 – Findings Required.

What is the CAFE report?

The findings document that explains what was discovered during teardown and why specific costs will be quoted.

After findings are complete, which Z-task triggers the pricing team to build the quote?

Z114 – Pricing Review Required.

What auto-generated task reviews the estimate after pricing is entered?

Z115 – Estimate Review (system-generated after pricing).

Which Z-task is used to send the quote to the customer and request approval?

Z136 – Customer Follow-Up / Quote Sent.

Which Z-task do CSRs raise once the customer approves the quote so repair can begin?

Z129 – OK to Proceed / Release to Repair.

What Z-task is created when the shop suggests providing an exchange unit?

Z104 – Exchange Available.

Within how many calendar days should a CSR close a Z104 by obtaining a customer decision?

Ideally within three (maximum five) calendar days of task creation.

If the customer accepts an exchange offer, which Z-task is entered?

Z126 – Exchange Approved.

Which Z-task is used when the customer rejects or does not answer an exchange offer?

Z127 – Exchange Denied / Non-responsive.

What Z-task instructs the shop to return the unit unrepaired?

Z100 – Return As-Is (RAI).

What Z-task directs the shop to scrap the unit?

Z122 – Scrap.

Name two key data items that must appear on a Purchase Order during PO review.

Any two of: PO number, Honeywell part number, serial number, ship-to address, terms & conditions / times & cycles.

Which SAP transaction code is typically used to create the sales order once PO data is confirmed?

VA01 (replacing older Yonkurt/Yomkurt reference).

What action task code is added to document customer contact or progress without belonging to a specific gate?

Z146 – Customer Follow-Up / Working on Request.

Who can CSRs escalate to when site teams are unresponsive or delays threaten turnaround time?

The Customer Business Team

Why should a CSR add a Z113 if no findings task appears after several days in Gate 1?

To prompt the shop to start teardown/analysis, preventing idle time and customer delay.

What core difference separates Gate 0 from Gate 1?

Gate 0 handles paperwork foundation and order validation; Gate 1 handles receiving, teardown, analysis, pricing, and quote approval.