Registering Service Item Lines

When you have created a service order or service quote, you need to register the service item lines where you enter the information about the items you have received for service. This may include a description, service item number, item number, serial number and service item group, along with fault comments, and so on.

To Register Service Item Lines:

  1. Open the Service Order window. Browse to the service order in question.

  2. On the service item lines, press F3 to enter a new service item line.

  3. Fill in the Service Item No., Service Item Group, Serial No., Item No. and Description fields as appropriate.

  1. In the Fault Comments field, click the AssistButton to see the Service Comments window for the service item on the line. In the Date and Comment fields, enter the current date and whatever comments you or the customer may have on the faults of the service item.

  1. Depending on the settings on the Mandatory Fields tab in the Service Mgt. Setup window, you may need to fill in the Fault Reason Code field.

  1. You can click the Warranty field to let the program automatically fill in the warranty related fields with the default warranty information specified in the Service Mgt. Setup window. The program uses the order date of the service order as the starting date of the warranty for spare parts and labor.

  2. Fill in the rest of the fields as appropriate. For Help about a specific field, click the field and press F1.

The program selects the Initial repair status for the line and calculates the response date and time, using the appropriate default values.

Repeat steps 2 to 7 for each service item line you want to register.

Related Topics

Creating Service Items

Changing Response Times for Service Items

Lending Loaners

Registering Service Item Loaner Comments

Registering Accessory Comments

Viewing Troubleshooting Guidelines

Changing Service Pricing for Service Items