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How To

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How to enter and process a Service Order

 
Click on the new button, enter details for the service order (customer, machine, product, assigned to).Add fault description and saveEnter and process a Service Order
How to enter a new service quotation

Click Create, then click New. The Type needs to be changed to SRVQUO (Service Order Quote). Enter details for the service order (customer, machine, product, assigned to).

Enter a new service quotation
How to process an existing service quotation Process an existing service quotation
How to generate a return from a service order Generate a return from a service order 
How to generate a purchase order from a service order Generate a purchase order from a service order
How to create a new customer from a service order Create a new customer from a service order
How to create activities Create activities
How to create a service order template Create a service order template

How to create a new Service Order from a template

 Create a new Service Order from a template

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