When you have created service orders or service quotes, registered service item lines and allocated resources to the service items in the orders or quotes, you can start repairing and maintaining the service items.
Open the Service Tasks window.
If you want to get a list of service tasks a certain resource/resource group is allocated to, fill in the Resource Filter/Resource Group Filter field and press Enter.
If you want to get a list of service tasks with a certain response date or response dates within a certain time period, fill in the Response Date Filter field and press Enter.
If you want to get a list of service tasks with a certain allocation status/repair status, fill in the Allocation Status Filter/Repair Status Code Filter field and press Enter.
Select the service task you want to work on and click Service Tasks, Item Worksheet. The Service Item Worksheet window appears.
Register texts, spare parts, resource hours and costs as appropriate using the corresponding options in the Type field: Blank, Item, Resource, and Cost.
Fill in the Repair Status field with the Finished/Partly Serviced status if the service item has been completely serviced/another resource will continue servicing. The program automatically selects the Finished/Reallocation Needed status for the allocation entry corresponding to the service item.
For Help about a specific field, click the field and press F1.
Allocation Status and Repair Status
Inserting Starting Fees for Service Items
Inserting Travel Fees for Service Items
Registering Costs for Service Orders
Registering Resource Hours
Registering Spare Parts
Registering Text Lines