Define Rules for Entering Common Data for Service Orders (Service Order Header) or Edit an Existing Service Order

This document explains how you check and, if necessary, change the rules that control how to enter common data for a service order, that is, a service order header.

You change the rules for entering basic data in a service order header when:

Outcome

You have overridden the customer and service order type information that usually determines which panels and fields are displayed when service order headers are entered. You have specified which in which field on the panel the registration will begin as well as whether to use Enter to confirm a new service order.

You can enter all service order headers in the same way, regardless of service order type or customer. Service order headers are entered in 'Service Order. Open' (SOS100).

Before you start

Program ID/Panel Field The field indicates…
(SOS100/P) Start panel

… which panel is displayed when you start 'Service Order. Open' (SOS100).

The valid alternatives are:

Panel A

Panel B

To consider:

Panel A is used to enter or copy a new service order. Panel B is used to edit an existing service order.

  Confirm with Enter … whether you want to press Enter to confirm a new record or to confirm an existing service order that you have changed in (SOS100).
  Override Customer

… whether to retrieve the service order type during data entry from the 'Service order type' field.

The valid alternatives are

Yes. The service order type for the service order header being entered is retrieved from (SOS100/P).

No. The service order type is retrieved from the customer in 'Customer. Enter Service Order Info' (CRS611). If none is found there, then it is retrieved from (SOS100/A) or from (SOS100/P) in turn.

  Service order type

… the default service order type when a new service order header is entered.

To consider:

To ensure that the service order type that is specified in this field is not overridden by a service order type specified for the customer in (CRS611), you must activate the 'Override customer' field.

  Customer/Customer Site

The valid alternatives are:

Yes. The customer for the service assignment is retrieved from 'Customer Site. Display Addresses' (SOS106).

No. The customer for the service assignment is retrieved from 'Customer Site. Display Customer' (SOS105).

To consider:

In practice, this field setting determines which program is called when you start 'Customer Site. Display' (SOS104).

  Panel sequence

… the panels that are displayed in (SOS100) and in what order they are displayed.

The valid alternatives are:

E = Address information, date, error report time, status, etc.

F = Payer, payment terms, VAT, language, etc.

G = References

H = Price list, statistics identity, currency, etc.

I = Reference, telephone number, service manager, technician, customer contact time

T = (Text)

1 = Work with Service Addresses(SOS102)

2 = Work with Charges per Service Order(SOS103)

5 = Work with Service Assignments(SOS110)

6 = Pre-text Service Order(SOS100/T)

7 = Post-text Service Order(SOS100/T).

8 = Release of Distribution- and purchase orders

To consider:

The panel sequence you specify here will only apply if you also active the 'Overrule SO type panel sequence' field. See below.

  Overrule SO type panel sequence

… whether to retrieve the panel sequence from (SOS100/P) when entering a service order header.

To consider:

If you activate this field you must also specify a panel sequence.

If you do not activate this field, the service order type is retrieved from 'Service Order Type. Open' (SOS010).

  Line

… whether the cursor is positioned on a particular row, in a particular field, when you start (SOS100/A).

To consider:

For this setting to work, the Row field must be used in conjunction with the Position field below.

For more information, see the table and explanation below.

  Position

… whether the cursor is positioned at a particular vertical position in a particular field when you start (SOS100/A).

To consider:

For this setting to work, the Position field must be used in conjunction with the Position field above.

For more information, see the table and explanation below.

   

Common guidelines for the 'Line' and 'Position' fields

You can make use of positioning the cursor in (SOS100/SA) if you start entering service order headers at the same field every time.

To consider:

For the positioning the cursor feature to work, you must filled in both the Row and the Position fields in (SOS100/P).

The positioning function was developed for a text-based M3 user interface. That is why you have to specify a row and position, instead of a field name.

Use the values from the table below to position the cursor in (SOS100/A).

   

Line/position settings for the different fields:

    Option 4/18
    SO-type 4/58
    SO number 5/18
    Panel sequence 5/58
    Facility 6/18
    Customer number 7/18
    Address number 7/58
    Name 8/18
    Your reference 1 14/18
    Telephone number 1 15/18
    Equipment 17/18
    Individual item number 18/18
    Item number 18/58
    Serial number 19/18
    Model description 20/18

Follow These Steps

  1. Start 'Service Order. Open' (SOS100).

  2. Select F13 to proceed to the P panel.

  3. Select one of the following alternatives:

    • To define rules for common data for service orders, go to Specify basic values
    • To edit an existing service order, go to Specify service order type.
    • To specify the panel sequence to be used, type B in the 'Start panel' field and go to Specify panel sequence.

Specify basic values

  1. Type A in the 'Start panel' field.

  2. In the 'Confirm with Enter' field, specify whether you want to press Enter to confirm a new record or to confirm an existing service order that you have changed in (SOS100/A).

  3. In the 'Customer/Customer site' field, specify if necessary which file is to be used when you search for a customer in (SOS100).

  4. Select one of the following alternatives:

    • To specify a service order type that is different from the one for this customer, go to Specify service order type
    • To use the service order type for this customer, go to Specify panel sequence.

Specify service order type

  1. In the 'Service order type' field, specify what service order type you want to use when entering a new service order.

  2. In the 'Override customer' field, specify whether the service order type you just specified should be override the service order type for this customer.

Specify panel sequence

  1. Specify the panel sequence to be used every time you start (SOS100).

  2. In the 'Override SO type panel sequence' field, specify whether the panel sequence you just specified should override the service order's panel sequence. Press Enter to start (SOS100) or

Specify the cursor's placement in (SOS100/A)

Specify the row and position that you want to cursor to be placed in every time you start (SOS100). Press Enter to start (SOS100).

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