Adding SRO Lines

Open the Service Order Lines form.
In the SRO header section, specify this information:
SRO

Select or specify the SRO number.

Description

A description of the SRO is displayed.

Customer

The customer number and description associated with the SRO are displayed.

Ship To

The customer ship to location and a description are displayed.

Status
The status of the SRO is displayed. These are possible status options:
- Template: Used as a generic setup for quickly creating new SROs.
- Estimate: Used for estimating cost and price information for a customer.
- Open: Indicates that no transactions are on hold and that the SRO may be invoiced. When first created, the status will automatically set to open.
- Closed: SRO is complete and no invoicing can be performed.
Partial Billing

This check box determines whether the SRO Invoice Print/Post program bills a service order or service order transactions with a status of bill hold. If the check box is selected at the header level, the program ignores the entire SRO. If the check box is cleared at the transaction level, only the transaction is ignored and all other transactions not on hold are still invoiced.
A default value for new SROs can be set on the Service Order tab of the Service Parameters form.
In the Line header section, specify this information:
Line

The number assigned to the SRO line is displayed. Every item entered for a SRO requires a unique number. When adding lines to a SRO, the next available number is automatically populated if a specific value is not assigned.

Status

The current status of the SRO line is displayed. New lines have a default status of open.

Line Type
The type of the SRO line is displayed. Valid options are:
- Service: Unit/item is in for service
- Loaner: Unit/item is on loan
- Adv Exch: Unit/item is part of an advanced exchange
Unit

Select the unit for the SRO line. The unit is the complete material composition, including all sub-components, replacement parts, and or add-ons. The unit ID may or may not be the serial number of the unit.

Qty

Select the quantity for the line. The default value is one when a unit is selected. The value can only be updated when there is no unit number.

Inspection Type

Select an inspection type for the line. The combination of the SRO Line item and inspection type determines the inspection tasks that are assigned to the SRO line.
Note: After an inspection task has been measured, it cannot be changed on the SRO line. The measured values must be reset in order to associate the SRO line to a new inspection type.

Item

Select the item for the SRO line. If there is a unit specified for the line, then the item in stock that is associated with that unit number is displayed.

U/M

Select the unit of measure for the line. The default value is based on the unit or item selected.

Customer Item

Select a customer item. When you select an item, if a value has not yet been selected in the Item field and only one item exists for the Customer-Customer Item combination, the Item field displays that item. If more than one item exists, you must select the item you want.
Conversely, when you enter an Item, if a value has not yet been entered in the Customer Item field and only one customer item exists for the Customer-Item combination, the Customer Item field displays that Customer Item. If more than one Customer Item exists, you may select the customer item you want.

Note: A Customer Item number is not required.

Description

Specify a description for the line. The default is the description of the selected unit or item, but this value may be overwritten.

Contract

If the SRO line is tied to a service contract, it is displayed. The invoicing and billing are handled through the contract.

Line

If the SRO line is tied to a service contract line, it is displayed. The invoicing and billing are handled through the contract.

Reference

Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank, the system creates a new record of the reference type specified when the cross-reference is performed.

X-Ref Button

Click this button to perform the cross-reference. If the values for the three reference fields are blank, clicking the button sets them. If the three fields have been populated, the system accesses the appropriate form based on the reference type selected.
On the General tab, specify this information:

SRO Type

The type of the SRO is displayed. The available selections are set up and maintained through the Service Order Types form.

Lead Partner

The partner responsible for the SRO is displayed.

Incident

If the SRO was created from cross-referencing an incident, the incident number is displayed.

Exchange Date

Select the calendar date on which the exchange will take place. This date is used in conjunction with the advanced exchange SRO type.

Due Date

Select the date on which the work is due.

Last Ship Date

The date that the last time the line item or a subcomponent of the line item was shipped is displayed.

Department

Select the department to associate with the SRO line.

To Be Scheduled

Select this check box to include the current incident or SRO in the scheduling process for partner assignment. If selected, the incident or SRO is displayed in the To Be Scheduled grid on the Calendar Scheduling form. If unchecked, the incident or SRO can still be manually scheduled, but is not automatically displayed on the Calendar Scheduling form.

Awaiting Parts

Select this check box if the incident or SRO is dependent on material which is yet to be received. Whether this field is enabled is set by the Parts Fulfillment mode assigned on the Service Parameters form.

Qty Shipped

The number of items or units that have been shipped is displayed.

Qty Issued

The number of items or units that have been issued is displayed.

Qty Returned

The number of items or units that have been returned is displayed.

Product Code

The product code is displayed. The product code contains all of the General Ledger accounts that are be used for posting material, labor, and miscellaneous expenses to a SRO. The product code also contains the accounts that are used by the SRO Invoicing program for posting Cost of Goods Sold and Revenue amounts.

Price Code

The price code that was set up at the customer level is displayed.

Meter Amt

Specify the amount that has been recorded for the unit. For example, this value may be miles, impressions, clicks, and so on.
On the Billing tab, specify this information:
Billing Type
Unless you are copying from a template, the billing type will be the default value associated with the SRO type. If there is not a SRO type, the default value comes from the Service Parameters form. Billing types can be one of these:
- Calculated/Time & Material: Price is calculated by the summation of all material, labor, and miscellaneous items issued.
- Project/Fixed: Price is based on the manually entered fixed amount.
Bill Status

The current state of billing for a SRO is displayed.

Billing Code
The billing code assigned to the SRO type is displayed. The billing code is the type of method used to determine the amount to be billed for SRO material and labor transactions. These are the possible billing codes:
- Contract: The SRO is part of a contract and the transactions should not be charged to the customer; the default rate is 0.
- No Charge: The default rate is 0.
- Warranty: The SRO is associated with a unit that is under warranty and the transaction should not be charged to the customer; the default rate is 0.
- Recover: The default rate equals the cost of the transaction.
- List: The rate for material transactions is determined using the customer/item pricing logic; the rate for labor transactions is determined using the service pricing routine.
Material, Labor, Miscellaneous Acct Location

This field shows whether the accounts used for material, labor, and miscellaneous transactions are assigned at the operation or transaction level. The default settings from the SRO type are used.

Use Planned Pricing

Select this check box to use planned pricing as opposed to the normal pricing matrix.

Use Invoice Milestones

This check box is selected by default if Use Invoice Milestones was selected at the service order header level. If selected, invoice milestones can be used to control when invoices are generated and for how much.

Use Revenue Milestones

This check box is selected by default if Use Revenue Milestones was selected at the service order header level. If selected, invoices are automatically routed to deferred revenue in preparation to be recognized later using a user-defined milestone schedule.

Accumulate WIP

Select this check box if costs issued to the SRO are to be stored in WIP accounts.

Total Price

The running total of price for the service order, service order line, or service order operation excluding freight, miscellaneous, and tax charges is displayed.

Total Billed

The running total of invoiced charges for the service order, service order line, or service order operation is displayed.

Material Cost

The running total of material costs issued to the service order, service order line, service order operation, or service order transaction is displayed.

Labor Cost

The running total of labor costs issued to the service order, service order line, or service order transaction is displayed.

Misc Cost

The running total of miscellaneous costs issued to the service order, service order line, service order operation, or service order transaction is displayed.

Total Cost

The accumulated total cost amount for the service order line or service order operation is displayed.
The Inspections tab is a read-only tab that shows the inspections on the service order line in a tree menu. Use these fields to change the display:
Show Labels

Select this check box to include labels in the Inspections tree.

Show Measured Value

Select this check box to include the measured value in the Inspections tree.

Show Items By
- Item: Select this option to list the items by name.
- Description: Select this option to list the items by their description.
If the SRO is a warranty claim, this information is displayed on the Warranty Claim tab:
- Claim amount requested
- Original claim amount authorized
- User who authorized the claim
- Current claim amount authorized
- Amount that has already been reimbursed
- Amount of approved reimbursements
- Amount of open reimbursements
- Amount remaining for the claim
Optionally, specify a different value for the Claim Authorized Amount if you have gone over the original amount. If this value is changed, the name of the user who performed that change is displayed in the Overridden By field.
Select Ready To Be Reimbursed if the warranty claim is ready to be reimbursed. The service order will be listed on the Warranty Claims Reimbursements form.
Save the record.

Use these buttons on the form as described here:

Click SROs to open the Service Orders form, filtered for the current SRO.
Click SRO Operations to open the Service Order Operations form, filtered for the current SRO.
Click SRO Transactions to open the Service Order Transactions form, filtered for the current SRO.
Click Copy Operations to open the Service Order Quick Create utility.
Click Cost/Price Summary to open the Cost/Price Analysis form, filtered for the current SRO.
Click Inspections to open the Service Order Line Inspections form, filtered for the current SRO.