Generating service orders

To generate service orders:

  1. Specify the Reference Activity in the Elements (tpptc1100m000) or Activities (tppss2100m000) session to link the element or activity to the reference activity.
    Note: You can link reference activities only of the Field Service type or the General type that are not expired.
  2. Run the Generate Budget from Reference Activity (tpptc2250m000) session.
  3. Run the Generate Control Data (tpptc1230m000) session.
  4. Generate service orders and service order activity lines using the Generate Service Orders (tppss6250m000) session. The status of the service order is set to Free.
    Note: 
    • The order is processed and costed in Service.
    • When the service order or the service order activity line is set to Costed, the costs from Service are transferred to Project.
    • You can view the aggregated cost in the Cost Transactions (tpppc2100m000) session.
    • From Invoicing, the service cost is posted to Financials. You can manually link a service order activity line or a service order to an element/activity/extension in the Service Order Links by Project (tppss6520m000) session. The cost is added to the Project for the cost objects based on these check boxes selected in the Field Service Integration group box of the Project Accounting Parameters (tpppc0100s000) session . This is applicable only if the manual links are created for which no mapping exists:
      • Default Item
      • Default Task
      • Default Equipment
      • Default Subcontracting
      • Default Sundry Cost
      • Default Travel
      • Default Freight
      • Default Helpdesk