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Create service orders manually

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You can create service orders manually by using a service agreement or by using the Service orders form. You can also create a service order from a project.

Tip

You can use automated processes to create service orders.

Create a service order manually from a service agreement

  1. Select Service management > Service agreements > Service agreements.

  2. Select a service agreement or create a new service agreement.

  3. Select the Deliver tab and in the Create group select Planned service orders to open the Create service orders form.

Create a service order manually in the Service orders form

  1. Select Service management > Service orders > Service orders.

  2. Select New to create a new service order.

  3. Create service order lines for the service order.

Note

If the Allow without service agreement check box in the Service management parameters form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

Create a service order from a project

  1. Go to Project management and accounting > Projects > All projects.

  2. In the Projects form, on the Action Pane, select the Manage tab > select Service > Service orders.

  3. Follow the previous procedure to create a service order manually in the Service orders form. The Project ID field displays the project reference.

Note

If the Allow without service agreement check box in the Service management parameters form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

Create a service order from the Sales order form

You can create a service order from the Sales orders form by using the Create a new service order based on the sales order wizard.

  1. Go to Sales and marketing > Sales orders > All sales orders.

  2. Open the relevant sales order.

  3. On the Sales order tab, select Service order to start the Create a new service order based on the sales order wizard.

  4. Select Next >, and then complete the following steps on the Select agreement for service order page:

    • Use the Service agreement field to select the service agreement with which the new service order should be associated.

    • Optional: Use the Project ID field to associate this service order with a particular project.

  5. Select Next >, and then complete the following steps on the Create service order page:

    • Enter a date and time for the service call to begin in the Preferred service time field.

    • Optional: Modify the text in the Description field. By default, this field contains the description of the service agreement that you selected on the previous page.

    • In the Responsible field, select the ID of the employee who is responsible for the agreement, and if you know what it is, enter the ID of the customer's preferred technician for the service call.

    • In the Contact ID field, select the person in the customer's company who should be contacted regarding this service order.

  6. Select Next >, and then select Finish.

Service orders

Create service orders automatically