Entering Service Orders

This document explains how you enter a service order from scratch. This means that you book a technician for a service or repair assignment at a customer site. This type of service order is also called a field service order.

You enter a service order from scratch when:

Outcome

A service order that includes a service assignment for an item and a technician has been created for a particular customer. The service assignment is comprised of basic data for the customer and the service to be carried out, as well as an estimate of the time and service material required.

Uses

When the service order has been created, it is used plan assignments for technicians in 'Service Assignment. Plan' (SOS475).

How the System Is Affected

For information on how the system is affected, see documents listed in the See Also section.

Before you start

Follow These Steps

  1. Create Service Order Header

    Enter common data for the service order, a so called service order header, at installation or when the customer reports errors for one or several items. A service order header is comprised of all the data that are common to all service assignment. Examples of these types of data include:

    • Customer
    • Items for which errors are reported and
    • The way in which service will be carried out.

    You enter basic data for service orders in 'Service Order. Open' (SOS100).

  2. Create Service Assignments

    Enter a service assignment that specifies the error reported for the item and, if known, which service technician will repair or service the item.

    You enter service assignment in 'Service Order. Open Assignment' (SOS110), that you start via option 15 from (SOS100).

  3. Create Service Order Lines

    Enter the work and material that you expect will needed for the service assignment, so called service order lines.

    You enter service order lines in 'Service Order. Open Line' (SOS120) that you start via 15 from (SOS110).

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