Setting Up Service Order Templates

Use service order templates to specify the type of work a service order represents. You can build templates for handling different types of service calls. The templates include all the tools required to service a particular item. When a service order is created by copying from a template, the information on the Service Order Templates form provides the default values for the service order.

  1. On the Service Order Templates form, specify this information in the header section:
    SRO
    Select the unique alphanumeric used to identify the service order.
    Incident
    Select the incident number. In some cases, the incident number is displayed.
    Partial Billing
    Select this check box if you want the SRO Invoice Print/Post program to bill a service order or service order transaction with a status of bill hold. If the check box is selected at the header level, the system ignores the entire service order. If the check box is selected at the transaction level, only the transaction is ignored and all other transactions not on hold are invoiced.
    Note: A default value for new service orders can be set on the Service Order tab of the Service Parameters form.
    Drop Ship To
    See Drop Ship To.
    Drop Ship
    See Drop Ship.
    Bill Manager
    Specify the billing manager.
    SRO Type
    Select the type of the service request order. These types are set up and maintained on the Service Order Types form.
    Lead Partner
    Select the partner responsible for the service order.
    Warehouse
    Select the default warehouse to use for the service order.
    Department
    Select the department out of which the partner works.
    Destination
    Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank the system will create a new record of the destination type specified when the cross reference is performed.
    Include Demand
    Select this check box to include the material used for the service order in inventory calculations. These service order material transaction types are considered in the calculation:
    • Inventory Issue
    • Exchange Shipment
    • Customer Shipment
    Note:  This applies to actual, planned, and line material transactions at time of posting.
    To Be Scheduled
    Select this check box to indicate that the current incident or service order is to be included in the scheduling process for partner assignment. If selected, the incident or service order is displayed on the Calendar Scheduling form when you do select a task and click All To Be Scheduled. If cleared, the incident or service order can still be manually scheduled but is not automatically displayed on the Calendar Scheduling form.
  2. Specify this information on the General tab:
    Product Code
    Select the product code for the service order. This code contains all of the General Ledger Accounts that are used for posting Material, Labor, and Miscellaneous expenses to a SRO. The product code also contains the accounts that are used by the SRO Invoicing program for posting Cost of Goods Sold and Revenue amounts.

    A default value for new service orders can be set on the Service Order tab of the Service Parameters form.

    Region
    When a new service order record is created, the region defaults based on the region assigned to the selected service customer. If a line is added to the SRO for a unit with a region specified, then the region on the service order will be changed to match that of the unit.
    Remote ID
    Specify the ID for the item at the remote site (may be different than the ID for the same item at the local site). Leave this field blank if the item ID is the same at both sites.
    Projected Date
    Select the date that you expect the service order to be completed.
    Get CTP Button
    Click this button to estimate the date by which your resources can actually complete the order, considering their availability.
    End Date
    The date and time that work was completed is displayed.
    Priority Code
    Select the priority code for the service order.
    Working Status
    Specify a user-defined name to signify the service status code.
    History Button
    Click this button to launch the Service Order Working Status History form.
    Shift ID
    Select a valid shift from the drop-down list. The resource will be available for work during the intervals specified on this shift. You can set up shift intervals on the Scheduling Shifts form. If you do not assign a shift to the resource, the resource is considered available 24 hours per day, 7 days per week.
    Duration
    Specify the length of down time for the maintenance.
    Schedule Down Time
    Select this check box to schedule down time when creating SROs of this type.
  3. Specify this information on the Billing tab:
    Freight
    Specify the amount of freight charges to be invoiced.
    Currency
    The type of currency to be used for the SRO is displayed. The default value is based on the SRO customer. The values are set up and maintained using the Currency Codes form.
    Misc Charges
    Specify any miscellaneous charges associated with the SRO.
    Discount Fields
    Specify the discount percentage to be given if payment is made by the discount date.
    Total Price
    The running total of price for the SRO, SRO Line, or SRO Operation excluding freight, miscellaneous, and tax charges is displayed.
    Total Cost
    The accumulated total cost amount for the SRO Line or SRO Operation is displayed.
    Sales Amount
    Specify the base total to be charged (minus additional fees such as taxes, freight, surcharges etc.)
    Auto Close SRO After Invoicing

    Select this check box to set the SRO status to Closed when invoicing is complete (regardless of the Close Date value).

    Note: If this field is not checked, manually populating the Close Date field of the SRO will cause it to close after invoicing.

    The Service Order field value will default from the Template if created via SRO template and if not, from the Service Parameters.

    SRO Invoice Listing Button
    Click this button to launch the Service Order Invoice Listing form.
    Set Oper Stat to Invoice Button
    Click this button to set the service order operation status to invoice.
    SRO To Be Invoiced Report Button
    Click this button to launch the Service Order To Be Invoiced Report, filtered for the current SRO.
    SRO Invoicing Button
    Click this button to launch the Service Order Invoicing form, filtered for the current SRO.
    Credit Hold
    Select this check box to put the SRO customer on credit hold. If selected, no invoicing is allowed for that SRO.
    Reason
    Select the reason for the credit hold. This value is required to execute the credit hold. The selections available are set up and maintained through the Credit Hold Reason Codes form.
    Credit Hold Date
    Select the date that the SRO was placed on credit hold. The current system date is used by default upon checking the Credit Hold field.
    User
    Select the user that placed the SRO on credit hold. The current user name is used when Credit Hold is selected.
  4. Specify this information on the Deposits tab:
    Total Deposit Required
    Specify the total amount of down payment required from the customer.
    Deposit Received
    The accumulated deposit amount received from the customer is displayed.
    Deposit Due
    The amount outstanding for the total deposit on the SRO is displayed.
    Deposit Required
    Select this check box to prevent any material, labor, or miscellaneous transactions from being posted to the SRO until the deposit due is equal to zero.
    Deposit Applied
    The deposit amount that has been applied to the SRO is displayed.
    Deposit Remaining
    The outstanding deposit amount for the SRO is displayed.
    Deposit Expiration
    Select the date that the customer deposit needs to be received by.
    Apply Open Deposits
    Select this check box to apply deposits from the customer that are not directly tied to a particular SRO or to the current SRO.
    Deposits Button
    Click this button to launch the Order Deposits form.
  5. Specify this information on the Line Defaults tab:

    For many of these fields, a default value for new SROs can be set on the Service Order tab of the Service Parameters form.

    Billing Type
    The billing type determines the total price for a service request order. Specify the billing type at the line or operation level of the SRO. Select one of these options:
    • Calculated/Time and Material: Add all Material, Labor, and Miscellaneous items issued to calculate the price.
    • Project/Fixed: Price is based on a manually entered, fixed amount.
    Material Account Location
    Specify whether the accounts used for material will be assigned at the operation or transaction level.
    Labor Account Location
    Specify whether the accounts used for labor will be assigned at the operation or transaction level.
    Misc Account Location
    Specify whether the accounts used for miscellaneous issues will be assigned at the operation or transaction level.
    Billing Code
    See Billing Code.
    Planned Transaction Required
    Select this check box if a planned transaction must exist before the line or operation can be invoiced.
    Accumulate WIP
    Select this check box to store costs issued to the SRO in WIP accounts.
    Use Planned Pricing
    Select this check box to use planned pricing instead of pricing based on partner, codes, and customer.
    Extend Qty On Matl Trans
    Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity on the transaction is two and you specify five on the Service Order Quick Create form. If the check box is selected, then the transaction has a quantity of 10 (5x2). If the check box is cleared, the transaction copies the original quantity of two.
    Extend Qty On Labor Trans
    Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity on the transaction is two and you specify five on the Service Order Quick Create form. If the check box is selected, then the transaction has a quantity of 10 (5x2). If the check box is cleared, the transaction copies the original quantity of two.
    Extend Qty On Misc Trans
    Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity on the transaction is two and you specify five on the Service Order Quick Create form. If the check box is selected, then the transaction has a quantity of 10 (5x2). If the check box is cleared, the transaction copies the original quantity of two.
  6. Use these buttons on the Lines/Operations tab:
    Transactions Button
    Click this button to launch the Service Order Transactions form.
    Lines Button
    Click this button to launch the Service Order Lines form.
    Operations Button
    Click this button to launch the Service Order Operations form.

    The grids show line and operation information for the SRO.

  7. Specify this information on the Notes tab:
    Subject
    Specify a brief summary of the note record.

    The subject grid shows all the existing note records for the SRO. Clicking the left side of the grid area below any existing note adds the next sequence number and allows for entry of an additional note record defaulting with the information described above.

    Internal
    Select this check box to specify that the notes are internal.
    Notes
    Specify any notes pertaining to the currently selected record.
  8. Save the template.

Use the buttons on the form as described here:

  • Click Quick Create to launch the Service Order Quick Create form, filtered for the current SRO.
  • Click SRO Lines to launch the Service Order Lines form.
  • Click SRO Operations to launch the Service Order Operations form, filtered for the current SRO.
  • Click SRO Transactions to launch the Service Order Transactions form, filtered for the current SRO.
  • Schedule
  • Click Copy Lines to launch the Service Order Lines form, filtered for the current SRO.
  • Click SRO Work Order Report to launch the Service Order Work Order Report.
  • Click Pay With Credit Card to open the Credit Card Interface Credit Card Payment form.

    This button is displayed only if all of these requirements are met:

    • You are a licensed user of the Credit Card Interface, and the interface is enabled for this site.
    • On the POS Setup form, a payment type is defined with the Transaction Type set to Credit Card.
    • Use Credit Card Interface is selected for that payment type on the Point of Sale Setup form.
    • You select that payment type on the Point of Sale Payment form.