Service Order Line Entry

This process is used to create service order lines and line text. Each service order line represents a need for spare parts or service operations, for example, in order to complete a service assignment.

Before you start

The process can be started when these prerequisites are met:

Follow these steps

The process starts when an item ID and quantity are specified. It includes these activities:

  1. Entering Service Order Lines

    Service order lines can be specified one at a time or using full-screen entry. Most of the information in the line is proposed by default either from the selected service expense or item or from the service assignment. Payer control from the service assignment regulates the payer proposed for each line. Both payer control and the payer can be changed manually for each line.

    Service order lines can be entered for items (inventoried or non-inventoried), service expenses, service kits, alias numbers, and individual items.

    • Allocation

      When a line for an item is created, allocation is proposed according to the allocation method in the service order type. This method is regulated by information in the item or warehouse. Manual allocation, if allowed, can be done during service order line entry.

    • Pricing

      When a line is created, the price is proposed automatically either from a service price list or from the item or service expense. In pricing, the payer for the service order line is taken into account. If the payer is changed, the price can also be changed.

    • Entering Completed Service

      An error cause, action, technician, function area, etc. can be entered in each service order line. This information is proposed by default from the service assignment but can then be changed for each line. The information is saved in the invoicing statistics when the line is invoiced. In addition, the function area in which the service has been carried out can regulate the payer. For example, service in the function area Control is included in an agreement but not service in the function area Motor.

    • Service Agreement Check

      For certain types of payer control (90 and higher), a check is made against the valid service agreement specified in the service order line or assignment. The agreement contents are checked to determine the payer to propose in the line. Whether or not a line should be included in a service agreement can depend on the agreement number, item number, service expense, item group, quantity, function area, etc.

    • Line Types

      A line type regulates how the order line is processed. It can be changed if allowed by the service order type.

      These line types are available for items:

      • 0 = Item delivered from specified warehouse.
      • 1 = Item purchased and delivered to customer from specified warehouse.
      • 2 = Item purchased and delivered from supplier to customer.

      A planned purchase order is created automatically for line types 1 and 2. A purchase order is then created from the planned order, either automatically or using manual release.

      Service expenses can only have line type 0.

    • Discounts

      Discounts can be proposed automatically from a price list or discount model. They can be manually changed manually if allowed by the service order type.

    • Availability Check

      An availability check determines whether a quantity ordered can be delivered on the start date for an assignment. Quantity ordered is checked against available to promise (ATP). This check is made only for inventoried items and only when the planned start date is within the item’s demand time fence. Also, it is made only if requested in the service order type and item.

  2. Entering Text

    Service text defined as pre- or post-text is treated as external text. It is printed either first or last on documents defined as external documents, except for invoices. Internal text is printed on internal documents.

    If fixed text was defined for an item and the service order type indicates that it should be printed, then it is printed either before or after the line.

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