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Walkthrough of service orders for service items

  • Article

This walkthrough demonstrates several core processes:

  • Create an ad hoc Service Order and register repair of the Item
  • Provide a Loaner Item to customer for a time of repair
  • Post and Invoice the Service Order

Creating a service order

Scenario

Charles, the service manager, creates a Service Order for a repair scenario, lend a Loaner to the customer for time of repair.

Steps

  1. Create the Service Order manually for the Item that requires repair.
    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Orders
    2. Choose the New action.
    3. Enter 10000 into the Customer No. field
    4. Select REPAIR for the Service Order Type field.
    5. In the Lines, select S-100 as the Item No..
  2. Optionally
    1. Choose the Line action Troubleshooting to check possible solutions.
    2. Choose the Line action Fault/Resol. Codes Relationships
    3. Select NOISE as Symptom Code
    4. Select 5-2 Loud noise during brewing as Faul Code and close page. Fault code, resolution codes are updated in lines.
  3. Lend a replacement while item is being repaired
    1. In the Lines, select LOANER1 as the Loaner No. Confirm the issuance of the Loaner by selecting Yes to lend out the Loaner.
    2. Choose the Functions action Get Std. Service Codes, select standard code associated with service group and select Ok.

Results

  • A Service Order is created for the Item
  • The Service Order's Service Document Log shows the Loaner activities.
  • The Loaner has a Ledger Entry to reflect the lending.

Register performed work, mark loaner as returned.

Scenario

The service technician marks loaner as returned, registers performed work.

Steps

  1. Locate the Service task and register time

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Tasks, and then choose the related link.
    2. Locate the Service Order to enter time for.
    3. Choose the Item Worksheet action.
    4. Enter the following information
    Type No. Quantity
    Item SER102 2
    1. Select FINISHED in the Repair Status Code field

  2. Mark loaner as returned

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Loaners, and then choose the related link.
    2. Locate the loaner to mark as returned.
    3. Choose the Receive action
    4. Confirm the return of the Loaner by selecting Yes to return the Loaner.

Results

  • The service order's Service Document Log shows the Loaner activities.
  • The Loaner has a Ledger Entry to reflect the receipt.

Scenario

Charles, the service manager, post the finished service order.

  1. Locate the Service Order

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Orders, and then choose the related link.
    2. Locate the Service Order you want to post.

  2. On the Service Order, Post the Invoice

    1. Choose the Post action to complete the Service Order, select the Ship and Invoice action, and then choose the OK button.
    2. Confirm the opening of the posted invoice by selecting Yes.

Results

  • the Posted Service Invoice is created.
  • the Service Ledger Entries associated with the Item and Resource are created

See also

Walkthrough of Service Contracts for Service Items
Service