Creating Service Orders

You can use the Service Order window to create documents where you enter information about a service (repair and maintenance) on service items by customer request.

When creating a service order, you only have to fill in a few fields, some are optional and many are automatically filled in when you fill in related fields.

To Create Service Orders:

  1. Open the Service Order window.

  2. Press F3 to enter a new service order.

  3. In the No. field, enter a number for the service order.

Alternatively, if you have set up number series for service orders in the Service Mgt. Setup window, you can press ENTER to have the program enter the next available service order number.

  1. In the Customer No. field, click the AssistButton to see the Customer List window. Select the relevant customer from the list, and then click OK to copy it to the field.

The program automatically fills in the customer relevant fields with information from the Customer table.

  1. Depending on the settings on the Mandatory Fields tab in the Service Mgt. Setup window, you may need to fill in the Service Order Type field on the General tab and the Salesperson Code field on the Invoicing tab.

  2. Filling in the rest of the fields is optional.

  3. Register the service item lines .

For Help about a specific field, click the field and press F1.

Related Topics

Registering Service Item Lines

Creating Service Quotes

Creating Customers within Service Orders

Registering Service Order Comments

Working on Service Items

Posting Service Orders

Creating Service Orders from Contracts

Allocating Resources Using Resource Availability