- In the navigation pane, go to Service then Service Orders.
- Click Create, then click New.
- The Service Order detail window will display.
The Type needs to be changed to SRVQUO (Service Order Quote)
Expand title Show me - Enter details for the service order:
- Select the customer.
- Select the machine to be serviced.
- Select the product to be serviced.
- Assigned To: Select the technician who will be assigned the job.
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