Adding SRO Operations

Use the Service Order Operations form to create, update, and delete SRO operations. You can use operations to define the steps involved with performing the service on the unit or item defined on the SRO line.

On the Service Order Operations form, specify this information for each new operation:

  1. Specify this information in the SRO header section:
    SRO
    Select the unique alphanumeric used to identify the SRO.
    Description
    A brief description for the SRO is displayed.
    Customer
    Select the customer.
    Ship To
    The Customer Ship To location is displayed.
    Status
    Select the current status of the SRO line. The default status is Open upon creation.
    Partial Billing
    Select this check box if you want the SRO Invoice Print/Post program to bill an 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 SRO. If the check box is selected at the transaction level, only the transaction is ignored and all other transactions not on hold are invoiced.

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

  2. Specify this information in the Line header section:
    Line
    Select the number assigned to the SRO line.
    Unit
    A unit is a complete material composition, including all subcomponents, replacement parts, and/or add-ons. Each unit is identified with a unique alphanumeric ID. This ID can be the serial number of the unit, but it does not have to be the serial number. If it is a serial number, that number does not have to exist in the Service Serials form. This allows you to service units that you did not manufacture.
    Status
    The status of the SRO line is displayed.
    Item
    The item number is displayed.
    Quantity
    Specify the quantity for the line. The default value is one when a unit is selected. The value can only be updated when there is no unit number.
    U/M
    Select the unit of measure for the line. The default value is based on the unit or item selected.
  3. Specify this information in the Operation header section:
    Oper#
    The operation number associated with the SRO line is displayed.
    Operation Code
    Select the operation code for the SRO. This code indicates what type of work the operation represents. The codes are set up and maintained on the Service Operation Codes form.
    Description
    Specify a brief explanation of the SRO operation.
    Status
    Select the current status of the SRO operation:
    • Open: The operation is active
    • Invoice: The operation is available to be invoiced by the SRO invoicing program
    • Closed: The operation is complete
  4. Specify this information on the General tab:
    Open Date
    The date and time that the SRO or SRO operation was opened is displayed. The current system time upon starting a new SRO or line is used as the default time.
    Close Date
    Select the date and time that the SRO or SRO line was closed. The field will default in the current system time upon closure of the SRO or line.
    Start Date
    The date of entry into the system or when work commenced on the associated task is displayed.
    End Date
    The date and time that work was completed is displayed.
    Planned Transaction Required
    Select this check box if a planned transaction must exist before the line or operation can be invoiced.

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

    To Be Scheduled
    Select this check box to indicate that the current incident or SRO is to be included in the scheduling process for partner assignment. If selected, the incident or SRO is displayed on the Calendar Scheduling form when you do select a task and click All To Be Scheduled. If cleared, the incident or SRO can still be manually scheduled but is not automatically displayed on the Calendar Scheduling form.
    Awaiting Parts
    Select this check box if the Incident or SRO is dependent on material that is yet to be received. Whether this field is enabled or disabled to the user is controlled by the Parts Fulfillment mode assigned at the Service Parameters level.
    Approver
    Select a partner to inspect and approve service order labor and/or material transactions.
    Sign Off
    Specify the sign off information.
    Sign Off Date
    Specify the date of the sign-off.
    Product Code
    Select the product code for the SRO. 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 SROs can be set on the Service Order tab of the Service Parameters form.
    Warehouse
    Select the default warehouse to use for the SRO.
    Price Code
    Select the price code.
    Lead Partner
    Select the partner responsible for the SRO.
    Department
    Select the department out of which the partner works.
    Duration
    The sum of the total time remaining for work to be performed on the service order is displayed. The calculation is based on the accumulation of the Hours Worked values for any planned labor transactions associated with the SRO operation.
    Calculate Button
    Click this button to assign the duration field based on the accumulation of the Hours Worked values for any planned labor transactions associated with the service order operation.
    Estimated Time Remaining
    Specify the estimated time remaining for work to be performed.
  5. Specify this information on the Billing tab:
    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. A default value for billing type can be set on the Service Parameters form. 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.
    • Invoice Estimate: Price is based on the invoice estimate amount. Use this type when the customer has agreed to pay an estimate amount, regardless of actual cost.
    Bill Status
    The current state of billing for a SRO is displayed.
    Billing Code
    See Billing Code.
    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.
    Bill Hold
    Select this check box to put the service order operation or transaction on billing hold.
    Accumulate WIP
    Select this check box to store costs issued to the SRO in WIP accounts.
    Note: 

    When re-opening an operation for a service order that is accumulating WIP, the check box is automatically cleared. If the Accumulate WIP check box is then turned back on, during the un-post the system uses COGS accounts because the cost of this transaction has already been relieved from WIP. The new post uses WIP accounts because the Accumulate WIP check box is selected. Because the system tracks WIP and WIP Relieved at the transaction level, there is now WIP to be relieved, if the Accumulate WIP check box is selected again.

    Use Planned Pricing
    Select this check box to use planned pricing instead of pricing based on partner, codes, and customer.
    Total Price
    The running total of price for the service order, service order line, or service order operation excluding freight, miscellaneous, and tax charges is displayed.
    Total Billed
    The running total of invoiced charges for the service order, service order line, or service order operation is displayed.
    Material Cost
    The running total of material costs issued to the service order, service order line, service order operation, or service order transaction is displayed.
    Labor Cost
    The running total of labor costs issued to the service order, service order line, or service order transaction is displayed.
    Miscellaneous Cost
    The running total of miscellaneous costs issued to the service order, service order line, service order operation, or service order transaction is displayed.
    Total Cost
    The accumulated total cost amount for the service order line or service order operation is displayed.
    Tax Code
    Select the tax code, which represents how the sales tax is calculated. Selections are set up and maintained through the Tax Codes form.
  6. Specify this information on the Reasons tab:
    General Reason
    Select the general code to represent why the incident is being logged. The general reason codes are maintained through the Service Reasons form.
    Specific Reason
    Select the specific code to represent why the incident is being logged. The specific reason codes are maintained on the Service Reasons form.
    General Resolution
    Select the general code to represent why the incident is being closed. The general resolution codes are maintained through the Service Resolutions form.
    Specific Resolution
    Select the specific code to represent why the incident is being closed. The specific resolution codes are maintained through the Service Resolutions form.
    Reason Notes
    Specify any additional explanations of service or incident reasons.
    Resolution Notes
    Specify any additional explanation for service resolutions.
    General Activities Button
    Click this button to launch the Service Activities modal form to show or record actions that have been or need to be taken to resolve the incident.
    Specific Activities Button
    Click this button to launch the Activities modal form to show or record actions that have been or need to be taken to resolve the incident or service order.
  7. Specify this information on the Cust Ovrd tab:
    Bill Customer Override
    Optionally, select a different customer to bill for the operation than the one specified at the SRO header level.

Use these buttons on the form as described here:

  • Click SROs to launch the Service Orders form, filtered for the current SRO.
  • Click SRO Lines to launch the Service Order Lines form, filtered for the current SRO.
  • Click SRO Transactions to launch the Service Order Transactions form, filtered for the current SRO.
  • Click Copy Transactions to launch the Service Order Quick Create utility.
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