Service Request Orders (SROs)
- Using SROs to Track Service Requests, Transactions, and Billing
- Setting Up the System for Service Request Orders
- Adding and Maintaining SROs
- Invoicing Service Orders
- Service Order Accounting
- Service Order Reports
- Data Collection
- Invoice and Revenue Milestones
- Vendor Returns
- Billing Service Orders
- Tracking Service Orders with the Service Console
- Using the Service Reason/Resolution Search Utility
- About the Cost/Price Analysis Form
- Shipping Items for Service Order Transactions
- Using a Service Order as a Project
- Using the Service Order Project Scheduling Form
- Creating a Service Order Pre-Packing Slip
- Printing the Order Shipment List
- Creating a Service Order Pre-Packing Slip
- Estimate Transaction Preservation
- Approving an Estimate
- About SRO Pricing
- Service Cross References
- About Parts Not in Inventory
- Requesting Parts Not in Inventory
- Reviewing Warehouse Replenishment Planning
- Generating Warehouse Replenishment Planning Information
- Generating the Service Order Planned Material Requirement Report
- Designating Serial Numbers on a Material Transaction
- Viewing the Details for SRO Pricing/Billing
- Service Commissions Overview
- Commissions Reimbursement
- Handling a Support Call that Requires a Service Order
- Processing a Warranty Claim
- Shipping Parts Associated with an Order
- Processing a Spare Parts Order for an Existing Unit
- Processing a Spare Parts Order for Inventory
- Handling RMAs Through Service Orders
- Handling Advance Exchanges and Loaners
- Completing An Advance Exchange for a Unit
- Completing An Advance Exchange for the Components of a Unit
- Service Orders Involving a Loaner
- About Service Bay Repair vs. Depot Repair
- Closing a Service Order
- Adding Service Level Agreements
- Approving an Estimate SRO
- Setting Up Labor Costs for a SRO
- Back Order Awareness
- Multiple Service Lines Creation
- Parts Fulfillment Overview
- Using Parts Fulfillment
- Inventory Impact Designation
- SPA Pricing Flow
- Service Order Transaction Types Overview
- Reviewing SRO Working Status History
- Using Multiple Customer Item Numbers with Service Orders
- Service Recall or Rework Tracking
- Lead Partner Algorithm
- AIA Billing Management
- Using the AIA Billing Console
- Running the AIA Estimate Report
- Using Service Item/Warehouse Replenishment