Page Comparison

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• when Service Orders are being 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 conditionally e.g. 
    • when toner level drops below a certain level or
    • where a meter reading reaches a particular count.
  • Machines workflow where the service order in respect to that machine is required
• when Service Orders are created manually

Since all Service Except for Name all other Service Order Template fields are optional , yso you can decide how much information to fill in for each template, which . This provides the flexibility to customise the templates to suit circumstancessuit application.

Setting up a service order template

1. In the navigation Navigation panel, go to Service then Service Order Templates,
2. Click New to create a new template.
3. Enter the details you want to store in the template. You must enter a name, but all template details, except for Name all other fields are optional. The following fields are often usedTypically these fields are :
   • Name : What you are going to call the Templateof the template
   • Customer - Normally  usually left blank on a template unless you are creating a template to be used for a particular customer.
   • Customer Order - Normally usually left blank.
   • Workflow Status = Defaults - defaults to 'Logged'
   • Select Service Order Priority - can be left blank and selected at the time of creating the service order, or a priority can be selected for this template.
   • Select Return Type - Can can select either 'Normal' or Warranty' or can be left blank.
   • Select Product - Can can be left blank or can be a service order unless you are creating a template for a particular product.
4. Optionally, enter details on the Line Items tab:
• Product
: Can be left blank or it
• - could be used to standardise service orders
and reduce typing. Example the service order could be for a
• e.g. typical service order charged components consists of 'call out fee'
or
• , 'Travel time'
;
• or '
A drum that needs to be replaced on a printer' etc. You would then enter these products on the line level as it would be a standard reusable Service Order Template.
5. The values of the product on the service order lines are exactly the same as when doing a service order line.
6. Eg If the template is used to generate a service order to replace a drum on a printer.  In this case you would need products to account for the replaced Drum, Call out fee, Service call fee etc.
When you have finished, click Save.
• Labour time'. Enter each of these in a product on the line to reduce work
7. Click Save to save the template.

Creating a new service order from a template

1. In the navigation Navigation panel, go to Service then Service Order Templates,Orders
2. Click New From Template to create a new service order.
3. Select the applicable service order template you wish to use, then click OK. Readysell will create a new service order with all the information from the template.