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changes.mady.by.user Monica Chand

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changes.mady.by.user Alisha Suapopo

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Overview


Excerpt

Service Order Templates are created to standardise and simplify the Service workflow.  It epitomised Readysell's 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 Order Template is used  

  • 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 for that machine is required
  • when Service Orders are created manually

Except for 'Name' all other Service Order Template fields are optional so you decide how much information to fill in for each template.  This provides the flexibility to customise the templates to suit applications.


Note

This feature is not available in Readysell Lite. 



Getting Started

Child pages (Children Display)
pageGetting started with Service Order Templates

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There are no custom buttons for this list. Refer to Common Buttons.

Fields

NameDescription
TypeThis is the transaction type for this service order template (i.e.: SRVTMP (Service Order Template)
NumberThe document number (system generated on a save) for the transaction of this service order
StatusThe transaction's current status
DateThe date and time the service order was created.
CustomerThis is the customer for this service order
Customer OrderThis field shows the Customer Order number for this service order
Workflow StatusThe workflow progress status for this service order
Service Order PriorityThe service order priority
Order TypeSelect the order type of the service order
ProductThis is the product for this service order
NameThe name of template
MachineThis is the machine for this service order (if there is a machine required)
Serial NumberThis is the serial number for the machine
Assigned ToThis is the user/technician for this service order
Product DescriptionThis is to enter an actual detailed description of the product
Fault DescriptionThe fault description for the service order (Default fault descriptions can be pulled from Standard Notes)

Lines Tab  

See Service Order Lines Tab 

Line Details tab

NameDescription
MarginThis is the dollar value margin for this line
Price CodeThe price code on this line (where the price is calculated from)
Unit Cost Ex TaxThis field shows the unit cost excluding tax for this line
Gross Profit %The gross profit for this line, expressed as a percentage (%)
Value Ex TaxThis is the Value Ex tax ordered for this line
Unit TaxThis field shows the unit tax for this line
StatusPlease select this line's status (Allocated / Back Ordered / In Stock / Purchased / Received)
Supply TypeThis is the supply type for this line
WarrantyThis is the warranty period for this line
Warranty ExpiryThe warranty expiry date for this line

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