This document explains how you automatically create service orders and assignments for in-house repairs from a template.
Furthermore, an estimate can be generated for the customer's approval before the service assignment is carried out.
You create service orders for in-house repairs when:
A service assignment has been created together with a service order header with a unique service order number. Instead of an actual customer name and individual item number, templates are used. These templates can be replaced once the individual item and customer become known to the workshop.
The assignment also contains information about the individual item, how the error manifested itself, when it was reported and who is responsible for ensuring that repairs are carried out.
The following fields are affected when the service order and assignment is created from a template:
You use the service assignment to:
Start 'Template Customer & Individual Item. Define' (SOS165).
Enter how the error manifested itself or the type of service in the 'Error symptom' field.
Check and, if necessary, change the information proposed from the customer template in the customer detail fields:
This field is used for the estimation price list. In the estimation price list, prices are entered for individual items and individual item groups along with an error symptom and the age of the individual item. The estimation price list is entered in 'Serv Price List. Open' (SOS017) and 'Service Price List. Enter Estimation Rates' (SOS029).
This field is activated when 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
This field indicates the condition of the individual when it arrived for service/repair.
Check and, if necessary, change the information proposed from the individual item template in the individual item details field:
The valid alternatives are:
A1 = Estimate made manually
A2 = Estimate ready to print.
This field indicates exactly where the individual item is placed at the customer site.
This field indicates whether the individual item is allocated to a specific technician.
This field indicates when the individual item was received at the workshop. This field can be used in three different ways:
1. A date and time are manually entered.
2. The field is left blank and the registration time is defaulted to the item.
3. The field is left blank and the proposed registration time is not indicated – this means that the individual item has not yet been received.
These fields indicate a warehouse and a location where the individual item will be placed when it is received from the customer.
Press Enter when all the fields in the panel are correct. Check the fields and press Enter to confirm the registration of the service order and service assignment.