The instruction explains how you enter and copy a service assignment.
A service assignment has been created and connected to a service order header with a unique service order number. The service assignment contains assignment-specific information about the object, how the error manifested itself, when it was reported and who is responsible for ensuring that repairs are carried out.
The service assignment updates the following files:
You use the service assignment:
Service order header, including service order number, customer and individual item must have been created in 'Service Order. Open' (SOS100)
The following values should also have been entered:
Start 'Service Order. Open Assignment' (SOS110), that is reached from 'Service Order. Open' (SOS100)
Select F13 to display panel P and select Panel A as the start panel.
Specify How the Assignment is Entered and Its Assignment Type
Specify 1 in the field option to enter a new assignment or 3 to copy an existing assignment.
Specify the service assignment's order number and, if necessary, the assignment suffix, in the Assignment field.
Check and adjust Assignment type that is registered in the 'Assignment type' field.
In the 'Payer control' field, specify the rules that apply for designating a payer for the service assignment.
Individual Item Information
If necessary, select 'Equipment group' for the individual item to limit the search for the individual item.
Equipment group is a way to group and, in the next step, search for individual items that are placed at the same customer site and/or have common properties. The equipment group is stored in invoice statistics. This makes it possible to follow up costs and revenue for a group of items.
Specify 'Individual item number' in the 'Individual item' field to search for an individual item in 'Individual Item. Open' (SOS419).
The information in the 'Item number', 'Serial number' and 'Model description' fields is retrieved at the same time as 'Individual item' from (SOS419).
Select one the following alternatives:
Copy Assignment From Another Service Order - Voluntarily
Specify 3 in the Option field.
In the 'Copy from service order number' field, specify the service order from where the assignment is to be copied
In the 'Copy from assignment' field, specify the assignment number that the assignment you want to copy has on the service order.
Specify 'Assignment suffix' if only part of the assignment is to be copied.
Select Agreement, Enter Error Information and Start Date for Assignment (Panel E)
In the 'Assignment number' field, check the assignment that is connected to the individual item.
If the error-reported individual item is not connected to a 'Service agreement' leave this field blank.
Check or adjust time and date in the 'Error report date' and 'Last start date' fields.
Select an error symptom text in the 'Error symptom' field.
Check or adjust the defaulted value in the 'Payer control' field.
'Payer control' is used to determine from where the paying customer will retrieved to the service order lines. Payer can be defaulted from individual item, agreement, service order or service order type.
Select the source of the service assignment among the predefined alternatives in the 'Assignment type' field.
You can connect a number of parameter values to the assignment type. These determine, among other things, which functions will be used in the service order flow and in what way they will be used.
Check and, if necessary, change the information in the following fields:
'Planned start date assignment' and Planned finish date assignment'
Select the likely cause of the error on the individual item in 'Error symptom' field.
The cause of the error is defaulted automatically when it is connected to an error symptom.
Select one of the following alternatives to enter work and spare parts for the assignment in the 'Service expense' field.
Service expense or service kit can be defaulted from error symptom or error cause.
Alias number can be defaulted from error symptom or error cause.
Specify an estimate of much time the service assignment will take in the 'Forecasted work hours' field.
Planned work hours can be defaulted from error symptom or error cause.
Press Enter to display panel F.
Check and Change Assignment Information (Panel F)
Check and, if necessary, change the agreement and error information that is defaulted from panel E in the 'Agreement number,' 'Error report date,' 'Last start date,' 'Error symptom,' 'Payer control', 'Assignment type,' 'Function area,' Priority, 'Service expense' and 'Forecasted work hours' fields.
If necessary, specify what part of the individual item will be repaired in the 'Function area' field
The function area can be used to define what is included and not included in a service agreement. In addition, the field is included in statistics.
Check or adjust the priority that the service assignment and its lines has in the Priority field.
The valid alternatives are 0-9, where 0 is the highest priority.
If applicable, specify an error cause and service expense.
Press Enter to display panel G.
Check Assignment Times, Responsible, Status and Connection to Project Order (Panel G)
Check and, if necessary, change the following fields that are defaulted from panels A, E and F:
Press Enter to end data entry of the service assignment.