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From the navigation menu select 'Service'. Then select 'Service Orders' and 'Machines'. From the |
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How To | Solution | More Information | How to enter and process a Service Order |
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| ***** | Study the service overview diagram | Understand the overall flow of work through the service system |
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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. |
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| ***** | Why use automatic service orders to promote preventative maintenance | Understand the overall flow of work through the service system |
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| ***** | 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 save |
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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. |
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| ***** | 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). |
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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. |
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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. |
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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. |
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| ** | Generate a purchase order from a service order |
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 |
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| * | Create a new customer from a service order |
How to create a new Service Order from a template
Advanced service processesService Orders
Machines
Meter Count Runs
Meter Charge runs
Less frequently used service processesService Order Templates
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