This document explains how you process service and repairs on individual items delivered to a workshop.
You process service orders for in-house repairs when:
One or more items have been serviced and/or repaired at the workshop and shipped to the customer.
The invoice for the service has been sent to the customer.
When the service order is completed, the information is used for following up errors on items in 'Error Statistics. Print' (SOS540).
For more information on how the system is affected, refer to the respective subordinate processes.
Entering a service order
Enter a service order for an in-house repair when:
The service order for an in-house repair is created in 'Template Customer & Indiv Item. Define' (SOS165). The service order is created as an estimate, which after the customer replies is converted into a valid service order either automatically or via 'Service Order. Open' (SOS100).
Planning service assignment
Plan the service assignment when the customer has approved the estimation and the service order is to be carried out. Planning means that the service assignment is placed with a service manager and service technician.
You plan the service assignment in 'Service Assignment. Plan' (SOS475). 'Service Assignment. Open Gantt Chart' (SOS480) is useful to get a graphical view over the booking of service technicians.
Carrying out a service assignment
The service is carried out in the workshop.
M3 does not support this activity.
Reporting a service assignment
Once the service assignment has been carried out, the actual error, actions taken, and actual time and spare parts used need to be reported.
You report the completed assignment in 'Service Assignment. Report' (SOS660). Only service assignments that have been reported as completed or partially completed can be invoiced.
Invoicing a service order
After shipping is completed, you can invoice the service assignment in 'Service Quotation. Print' (SOS180). The accounting entries are transferred to the general ledger automatically.