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Service Order Templates are created to standardise and simplify the whole Service workflow. It epitomised Readysell approach to the build-once-use-many-times strategy to maximise reusability and minimise the amount of work required to create a Service transaction. Service

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Order Template is used

• when Service Orders are being created automatically . from :  
   Cases - by using the generate service order
  • Service Orders can be created automatically from :
  • • Cases workflow by using the Generate Service Order from case actions;
    • Meters
    -
    • workflow where the meter is set to create service orders
    based on conditions.  Some of the conditions whereby meters can create service orders include eg
    • conditionally e.g. 
      • when toner level drops below a certain level or
      • where a meter reading reaches a particular count.
    • Machines
    - where
    • workflow where the service order in respect to that machine is required
    ;
  • Service orders.

  The fields within setting up a Service Order Template are Optional.

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  • when Service Orders are created manually

  Since all Service Order Template fields are optional, you can decide how much or how little information to fill in for each temple.This provides flexibility so that templates can be fined tuned to suit particular circumstancestemplate, which provides the flexibility to customise the templates to suit circumstances.

  Setting up a service order template

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