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From the navigation menu select 'Service'. Then select 'Service Orders' and 'Machines'. From the |
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need to know how to complete all the |
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How To
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Solution
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More Information
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How to enter and process a Service Order
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basic actions below. You should then learn how to complete all of the advanced processes. Basic Service Processes| Star Rating | How To | Skill | Video |
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| ***** | Study the service overview diagram | Understand the overall flow of work through the service system | | Widget Connector |
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| url | https://www.youtube.com/watch?v=uOnaqTHenrE&feature=youtu.be |
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| height | 50 |
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| | ***** | Create a machine | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=i35bp4dtNag&feature=youtu.be |
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| height | 50 |
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| | ***** | Why use automatic service orders to promote preventative maintenance | Understand the overall flow of work through the service system | | Widget Connector |
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| url | https://www.youtube.com/watch?v=LUWnGz9Z3gU&feature=youtu.be |
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| height | 50 |
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| | ***** | Enter and process a Service Order |
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| Click on the new button, enter details for the service order (customer, machine, product, assigned to).Add fault description and save | | Widget Connector |
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| url | https://www.youtube.com/watch?v=k59lbt8UQYk&feature=youtu.be |
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| height | 50 |
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| | ***** | Create activities | From the service order, click on the Calls tab then new to create a new activity. Enter details (date, start time and end time of the activity, select the type of activity (e.g: Labour or Travel), select the user that will be assigned to this activity, enter the km of travel or the time taken to perform call and enter/search activity Parts if they are needed. Once repair is complete, enter repaired description and save. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=dCk_JqyCnG0&feature=youtu.be |
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| height | 50 |
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| | ***** | Enter a new service quotation |
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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). | | Widget Connector |
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| url | https://www.youtube.com/watch?v=aeUEpuZXddQ&feature=youtu.be |
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| height | 50 |
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| | ***** | Generating a service order from a machine | Search for a machine that you want a service order created for, click on the Generate Service Order button from the top panel. Service Order Template box appears, select a template. Select a service order template and press ok. A new service order will be created with the machine field, product and Charge To pre populated. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=0jpXmnNPnt0&feature=youtu.be |
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| height | 50 |
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| | ***** | Entering a meter count run | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=QAASP3zJdgA&feature=youtu.be |
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| height | 50 |
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| | ***** | Using meter charge run to create meter charge invoices | Click the New button, enter details for the machine (name, start and end date, customer, enter address, contact person, territory, market segment). Enter meters for the machine. A single machine can have a number of meters. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=9SG2AJf3OPU&feature=youtu.be |
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| height | 50 |
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| | ** | Generate a purchase order from a service order |
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How to create a new Service Order from a template
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From the service order, click on Purchase from the top panel. Review and update the Purchase Order as needed e.g. increase QTY to be purchased. Click on Complete to process the purchase order . Fill in the Repaired Description. Click on Complete to invoice the customer and complete the Service Order | | Widget Connector |
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| url | https://www.youtube.com/watch?v=cFYBFzDP_3U&feature=youtu.be |
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| height | 50 |
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| | * | Create a new customer from a service order |
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From the new service order window, on the top panel, click Create Customer. Enter the customer details (name, card type, payment term and an invoice delivery method). In the Person section, enter a contact name and a telephone number. Enter an email address and customer's address. Click OK to save the change The new customer will be created, and their details will be populated automatically into the service order you are creating. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=26Ns0UTYGLU&feature=youtu.be |
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| height | 50 |
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| | * | Generating a sale order from a machine | Search for a machine that you want a service order created for, select on the machine. Click on the Create Sales Order button from the top panel. Sale Order box appears, select a sales order. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=EknH7bPoqDM |
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| height | 50 |
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Advanced service processesService Orders| Child pages (Children Display) |
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| page | Getting started with Service Order Templates |
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Machines| Child pages (Children Display) |
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| page | Getting started with machines |
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Meter Count Runs| Child pages (Children Display) |
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| page | Getting started with meter count runs |
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Meter Charge runs| Child pages (Children Display) |
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| page | Getting started with meter charge runs |
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Less frequently used service processesService Order Templates| Child pages (Children Display) |
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| page | Getting started with Service Order Templates |
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