Enter Service Order for In-house Repair

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:

Outcome

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:

Before you start

Follow These Steps

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

  2. Enter how the error manifested itself or the type of service in the 'Error symptom' field.

  3. Check and, if necessary, change the information proposed from the customer template in the customer detail fields:

    • Postal code
    • Name
    • Address line 1( 4
    • Your ref 1
    • Price list

      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).

    • Customer number
    • Customer order number
    • Telephone number 1
    • Fax number
    • Confirm

      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

    • Condition.

      This field indicates the condition of the individual when it arrived for service/repair.

  4. Check and, if necessary, change the information proposed from the individual item template in the individual item details field:

    • Individual item number
    • Serial number
    • Installation date
    • Item number
    • Warranty
    • Estimation

      The valid alternatives are:

      A1 = Estimate made manually

      A2 = Estimate ready to print.

    • Placed at

      This field indicates exactly where the individual item is placed at the customer site.

    • Technician

      This field indicates whether the individual item is allocated to a specific technician.

    • Received date

      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.

    • Location

      These fields indicate a warehouse and a location where the individual item will be placed when it is received from the customer.

    • Create assignment.
    • This field indicates whether the service order and service assignment can be created from (SOS165).
  5. 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.

    Result:

    • A service order and a service assignment are created.
    • Depending on the settings in (SOS165), the service order documents and an estimate can be printed.
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