Infor Service Management – Help
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Infor Service Management – Help
Service Module
Overviews and Procedures
Service Request Orders (SROs)
Invoice and Revenue Milestones
Infor Service Management – Help
What's New in this Version
Basics
Mongoose Administration
Core Development
Infor Mongoose Application Development
Application Administration
Back Office
Integrations
Service Module
Overviews and Procedures
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
About Service Order 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
Credit Card Interface
Tax Interface
Workbenches
Mobile
Invoice and Revenue Milestones
About Service Order Invoice and Revenue Milestones