Define Rules for Entering Service Order Lines

This document explains how you define the rules for entering and copying the material and work that is used in a service assignment, that is, service order lines.

You do this before entering service order lines for a service assignment.


You will have determined:


The rules are applied automatically when you work in 'Service Order. Open Line' (SOS120).

Before you start

All the prerequisites that are specified in Create Service Assignment must have been met. In addition, the instruction must have been carried out and a service assignment have been created.

Follow These Steps

All the steps in the instruction refer to 'Service Order. Open Line' (SOS120/P)

  1. Start 'Service Order. Open' (SOS100/B). Select a service order and select option 15 to start 'Service Order. Open Assignment' (SOS110/B). Select a service assignment and select option 15 to start 'Service Order. Open Line' (SOS120).

  2. Select F13 to display panel P.

  3. Select How and in What Order to Adjust, Enter or Copy a Service Order Line

    • Specify the permanent panel sequence that you will use in (SOS120).
    • Specify how you will enter the service order line in the 'Entry option' field.
    • Specify which alternative terms can be used when you search for work and material for the service assignment in the 'Check sequence' field.
  4. Customize Entry of Price, Quantity and Payer

    • Specify whether you want to press Enter to confirm the changes that affect the service order line's price and quantity.
    • Specify whether you want the price to be retrieved anew when you change the service order line's quantity.
    • Specify whether you do not want to be reminded if a line has an internal payer, in the 'Do not display payer message' field.
  5. Customize Copying of Service Order Lines

    • Specify whether you want to use the new service order lines to credit the original lines, in the 'Reverse sign – Quantity'.
    • Specify whether line prices and line texts will be the same as those on the original assignment.

Parameters to Set

Program ID/Panel Field The field indicates …
(SOS120/P) Panel sequence

… which detail panels are displayed in (SOS120) as well as the order in which they appear.

The valid alternatives are:

E = Detail panel for quantity, payer, price, discount, and control data

F = Detail panel for updating of item structure. The panel is used only at automatic updating of the item structure when a item in the structure must be replaced.

G = Detail panel for accounting information.

To consider:

If a particular panel sequence is necessary at data entry, the panels and panel sequence you specify here are overridden.

For the panel sequence to be displayed when you enter a new service order line, alternative 1 must have been selected in the field below.

(SOS120/P) Entry option

… which panels are displayed at entry of new service order lines in 'Service Order. Open Line' (SOS120).

The valid alternatives are:

1 = Detail panels are always displayed for every service order line.

2 = Quick data entry, which means the detail panels are not displayed at data entry. The detail panels is displayed however if errors are discovered at data entry.

3 = Full-screen data entry, which means that several service order lines can be entered at the same time.

To consider:

When you change a service order line, alternative 1 is used always, regardless of what data entry alternative default is.

You can use function key F13 to change the data entry alternative while entering a service order line.

(SOS120/P) Check sequence

… the alternative terms that can be used when a service order line is entered in (SOS120).

The valid alternatives are:

1 = Item number

2 = Alias numbers with quantity proposal

3 = Alias numbers without quantity proposal

4 = Individual item number

5 = Service kit

6 = Service expense number

7 = Contract item number.

A maximum of six different terms can be used.

The relative order of the codes in the control sequence determines in what order control will be carried out and

(SOS120/P) Confirm with Enter

… whether changes made in (SOS120/E) must be confirmed by pressing Enter before they go into effect.

To consider:

If the field is activated, you must confirm changes to the 'Ordered quantity,' Payer, 'Sales price,' 'Line amount,' 'Sales price quantity' and 'Discount model SSO' fields.

(SOS120/P) Retrieve new price ... whether sales price will be retrieved anew when quantity or required delivery time is changed on a line. The new price is retrieved in priority order according to the so-called price hierarchy.
(SOS120/P) No display payer message

... whether the internal payer is not displayed when an item is entered on a service order line. Internal payer is used mostly when repair work and/or material are free because the work and/or item is covered by an agreement or guarantee.

To consider:

If you select not to display internal payer, you will also be unable to override the spare part guarantee on an item.

The search order for internal payer is determined by 'Settings - Warranty' (SOS590).

(SOS120/P) Reverse sign quantity

... whether the quantity on service order lines is copied from the original assignment but inverted.

Inverting means that the quantity is copied the sign is reversed. A negative quantity is used to create a credit order.

(SOS120/P) Copy price ... whether the line prices are copied directly from the line instead of being retrieved from the price list.
(SOS120/P) Copy text

... whether the line text on the lines that are copied will also be copied to the new service order line.

To consider:

If the field is not activated, the line texts can be entered manually in (SOS120).

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