How to: Create Service Orders

You can use the Service Order window to create documents where you enter information about a service, such as repairs and maintenance, on service items by customer request.

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

To create a service order

1. In the Search box, enter Service Orders, and then choose the related link.

2. Create 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 select the next available service order number.

4. In the Customer No. field, select the relevant customer from the list.

   The customer-relevant fields are filled in with information from the Customer table.

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

6. Optionally, fill in the rest of the fields.

7. Register the service item lines.

See Also

Tasks

How to: Register Service Item Lines
How to: Create Service Quotes
How to: Create Customers within Service Orders
How to: Register Service Order Comments
How to: Work on Service Tasks
How to: Post Service Orders
How to: Create Service Orders from Contracts
How to: Allocate Resources by Using Resource Availability