Create service order

When you click Create service order in the Quick Actions widget, the Create Service Order window is displayed. On this window, you can create a new Service Repair Order (SRO) using predefined SRO templates. You must specify this information to create an SRO:

  • Template: The SRO template defined in Service Management.
    Note: By default, this field is populated with the value specified in the Default SRO Template field on the Service Order tab of the Service Parameters form in Service Management.
  • Customer: The customer for whom the SRO must be created.
    Note: By default, the value in this field is populated from the Apply filters section of the workspace, if specified.
  • Ship to: The ship-to address of the selected customer.
  • Name: The name of the selected customer.
  • Contact: The contact person for the selected customer.
  • Email: The email address of the selected customer.
  • Phone: The phone number of the selected customer.
  • Item: The product for which the SRO must be created.
  • Item Description: The description of the selected product.
  • Unit: The equipment required to fulfill the SRO.
  • Start Date: The start date of the SRO.

After you specify this information and click Submit, an SRO is created and the Service Orders form is displayed in Service Management for further processing.

Note: The values in the Contact, Email, and Phone fields are populated based on the selected customer from Service Management. However, you can modify these values.