Service Order Header Entry

The purpose of this process is to create a service order header having an address, charges and order text.

Before you start

The process can be started when these prerequisites have been met:

Follow these steps

Note: The activities can be done in any order depending on the panel sequence and function keys selected.
  1. Entering Service Order Header

    Service orders can be entered manually in 'Service Order. Open' (SOS100). They can also be copied from a service quotation or another service order.

    Each service order is identified by its own service order number. If this number is left blank when the service order is created, the next available number from the number series in the service order type is automatically proposed.

    • Setting Location

      The location for the individual items on which service will be done is entered into the service order header. This is done most simply by specifying the individual item number, after which customer and address are proposed.

      It is also possible to enter a service order without the location being known using a temporary customer. When such a service order is later reported, correct customer information is entered in its place. To facilitate identifying the location, the individual item number for the first assignment can be specified. In this case the individual item's location is proposed for customer and address.

    • Credit Check

      A credit check is performed when it is specified in the service order type and credit check for new orders is specified in the configuration option for credit check. The check is made against the credit limits specified in the customer file considering outstanding invoices and orders on hand. A warning is given if the credit limit is exceeded, whereby processing can continue.

      Note: A credit check is done only on the payer connected to the customer entered in the service order header. When there is no such payer, then the credit check is done against the customer.
    • Blocked Customer

      Processing is not possible for customers or payers with blocking code 2.

    • Entry of Detail Panels in Service Order Header

      Information in the detail panels of a service order header is retrieved automatically from the customer, individual item, and service order type and normally need not be processed manually.

  2. Changing Location Address

    The address of the specified location is retrieved from the location address in the customer file, but can be changed. Note, however, that to change address information for an address already entered in the customer file can only be done in the customer file. Such changes will affect all service orders connected to that address.

    Temporary addresses entered and connected to a service order header will not affect the location address in the customer file. A temporary address is used only when the location address of the current service order will be printed on a service document or invoice.

  3. Entering Charges

    Charges for invoicing are retrieved from the customer file for the customer entered in the service order header and connected to the service order. Charges entered in the service order header are copied onto all included service assignments.

    If the charges contain information on a payer, then only the payer specified is invoiced. If there is no information on a payer, then all payers in the service order are invoiced. Charges defined as external are only invoiced to external customers.

  4. Entering Order Text

    Text defined as pre or post-text is treated as external text and can be written either first or last in the documents defined as external documents by the user. Internal text can be written in internal documents.

    If there is preset text defined for the customer or for the document to be printed, then the text is printed as order text, either first or last depending on how it is defined. However, this is done only when the service order type specifies that preset text is to be printed.

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