Add Documents to Service Revision

This document explains how you add documents to a service revision.

Outcome

One or more documents with related information are linked to the service revision.

The various documents can be used as references, or M3 can be configured so that documents follow through the work order flow.

The table Document references (AODORE) is updated.

Before you start

  • A service revision must exist in 'Service Revision. Open' (ECS300).
  • A document with status 20 must exist in 'Document. Open' (CRS230).

Follow These Steps

  1. Start 'Service Revision. Open' (ECS300/B).

  2. Highlight the service revision and select option 15='Document References' to display 'Service Revision. Connect Documents' (ECS303/B).

  3. Enter a predefined document ID and select New to display the E panel.

  4. Review the defaulted information from the document and press Enter to save.