Define Rules for In-house Repair

This document explains how you check and, if necessary, change the rules that control how a service order for an in-house repair is entered.

You change the rules for entering a service order for an in-house repair when:

Outcome

You have changed:

These settings change the service order's content and how it is entered. Once the changes have been done, you can create all service orders in the same way.

Follow these steps

  1. Start 'Template Customer & Indiv Item. Define' (SOS165).

  2. Press F13 to proceed to the P panel.

  3. Select customer and individual item in the Template customer and Template individual items fields. These templates are used for order registration when one or both of these are unknown.

  4. Select a prefix for the individual items generated from the template.

    The valid alternatives are:

    0 = No prefix used

    1 = Individual number template used as prefix

    2 = Customer number used as prefix.

  5. Enter which department the service order is to be connected to in the Facility field.

  6. Specify values in the field.

    • Order type: How the order is to be processed.

      The order type category for in-house repair is 8.

    • Number series: Which series is to be used for numbering the automatically created individual items.
  7. Specify whether the assignment and service order can be created from (SOS165) in the Create assignment field.

  8. Specify whether the assignment is to be created automatically from (SOS165) in the Quick creation of assignment field.

    Note: If you are not using quick creation of assignment, the assignment is instead created by Service Order. Open program (SOS100).

    For quick creation of service assignment to work, the Quick creation of assignment field above must be activated.

  9. Specify in the Line and Position fields the position that you want the cursor to be placed in every time you start (SOS165).

    Common Guidelines for the Line and Position Fields

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

    Note: In order for the cursor positioning function to work, you must fill in both the Line and Position fields in (SOS100/P).

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

    Line/position settings for the different fields:

    Postal code

    5/13

    Name

    6/13

    Address line 1

    7/13

    Address line 2

    8/13

    Address line 3

    9/13

    Address line 4

    10/13

    Your reference 1

    11/13

    Error symptom

    12/13

    Error symptom

    13/13

    Comment

    14/13

    Service order number

    4/58

    Price list

    5/61

    Customer number

    6/61

    Customer order number

    7/61

    Telephone number 1

    8/61

    Fax number

    9/61

    Confirm

    10/61

    Condition

    11/61

    Print SO documents

    10/75

    Individual item details:

    Serial no.

    16/13

    Item no.

    17/13

    Placed at

    18/13

    Received date

    19/13

    Individual item number

    15/61

    Installation date

    16/61

    Warranty

    17/61

    Estimation

    17/75

    Technician

    18/61

    Location

    19/61

    Create assignment

    20/61

  10. In the 'Confirm with Enter' field, specify whether you want to press Enter to confirm a new record.

  11. In the 'Received date' and 'Condition' fields, enter the date the individual item was received and the condition it was in.

  12. Specify in the 'Confirmation' field whether a confirmation is to be sent to the customer when the individual item has arrived.

  13. Specify in the 'Print SO document' field whether service order documents are to be printed for the individual item.

  14. Press Enter to start (SOS165).

Parameters to set

Use this table as a reference for Template customer (with Program ID/ Panel: XXX000/B) and Template individual item (with Program ID/ Panel: XXX000/E).

Field

The field indicates …

Template customer

…the customer template used when a customer is not entered in the 'Customer number' field.

Note: The customer template entered in the parameter panel is defaulted to the detail panel (where it can be changed).
Note: The template customer name can be no more than four characters long since a suffix is added to it.

Template individual item

…the individual item template used when new individual items are created during in-house repairs.

Note: The individual item template contains standard values, which are copied as default values when a new individual item is created.

If an individual item template is specified, it must first be created in (SOS419).

Use this table as a reference for settings in (SOS165/P).

Field

The field indicates …

Prefix type

…how the automatically created individual item will be identified by the prefix.

The valid alternatives are:

0 = No prefix used

1 = Individual number template used as prefix

2 = Customer number used as prefix.

Facility

…the geographic area the service order will be connected to.

Note: A facility always belongs to a division, which in turn belongs to a company.

A facility can contain one or more warehouses.

A user is always connected to a preselected facility.

SO type

…a combined ID for settings that determine how the order is processed during order entry and in the processing flow.

Note: For in-house repair, the service order type is category 8. Category 8 enables price estimation for a service assignment on an individual item without warranty.

The order type is defined in 'Service Order Type. Open' (SOS010).

Series

…a number series ID that is used for numbering individual items when they are created automatically.

Create assignment

…whether a service order and service assignment can be created directly from (SOS165).

The valid alternatives are:

0 = No

1 = Yes

For alternative 1, (SOS100) is started so you can create service orders and service assignments.

Quick create assignment

…whether the service order is generated automatically without allowing changes during entry of the service order and the service assignment.

The valid alternatives are:

0 = No, the service order is to be entered manually via 'Service Order. Open' (SOS100)

1 = Yes, create a service order and an assignment directly from (SOS165) via an API.

Note: For alternative 0, (SOS100) is displayed during processing so all values can be changed.

Line

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

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

Position

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

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

Confirm with Enter

…whether the values specified during a new entry are to be confirmed by pressing Enter before the record is created.

The valid alternatives are:

0 = No

1 = Yes

Condition

…the condition of the individual item.

Conditions are entered in 'Condition. Open' (SOS035).

Print service order documents

…whether the SO documents are to be printed.

Received date

…the date the individual item was received.

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