To Generate service orders
This process aims to create a service order. The service order can be initiated from various origins. A call can be transferred into a service order for execution. A job quotation ( service-order quotation) after being accepted by the customer must be converted to a service order for execution. Similarly, for preventive maintenance, all the generated planned activities must be transferred to service orders for execution. Field change orders (FCO) are intended for repair or replace of serialized items installed at customer bases must also be transferred into service orders for execution.
When the service orders are generated, the origin is to be identified and actions to be taken according to the origin. The service order activities are also created along with the service orders. While you perform a service for a customer, you might need to use a tool that, at the end of the order, requires a service. In which case, a service order is created from the Tool Requirement Planning module of Manufacturing, or can be created automatically when you cost the service order. Some predefined requirements must be maintained for the automatic generation of the service order. You must define a predefined activity (reference activity) for a service type for Tool Refurbishment.
Ways to create service orders
You can create service orders in the following ways:
- Define the service orders manually in the Service Orders (tssoc2100m000) session.
- Transfer the planned activities in the Transfer Planned Activities to Field Service (tsspc2220m000) session.
- Transfer service order quotations in the Process to Service Orders (tssoc1200m000) session.
- Transfer the field change orders in the Generate Orders (tssoc5220m000) session.
- Transfer calls from the Call (tsclm1100m000) session by means of the Transfer to Service Order command.