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Overview

When you finalise a service call on a service order. Service order lines are created for any products linked to the service call activity.
If the product is not in stock it will go to back order. Purchase runs will pick up that the stock is required and order it.
The technician may have flagged this line as Back ordered on the Mobile App
When the part is received, automatic warehousing will create a service call on the service order, requesting the technician to go back to the site and install the product that was on back ordered or ordered.

Best practice is to allow automatic warehousing to create service calls when the required parts are received for service orders.

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Note


This feature of the auto warehousing creating a service call for parts on back order only works if you use the 'Purchase' action button from within the service order module.
The task does not take into account, backorders created for within a purchase run to create a service call.

Set up Required

Default Workstation Setting 

Go to Workstations Module..On the workstation that is set to 'default', ensure there is a form report set up for form report = Service Picking Slip,  Form Report.data type = Service Order Call.
Ensure that the check box is ticked for 'Automatically Print'
Ensure that you assign a Print Device 
Copies = to the number of copies required to print
Ensure to add the following criteria   [Service Order.Service Order Lines][[Status] = ##Enum#Readysell.Module.Models.Service.ServiceOrderLineStatus,Received#] onto the Text tab.
When you click back onto the Visual tab it will look like the screen shot below
Click on Save

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titleDefault Workstation Setup

Tasks

System Administration>Advanced>Tasks>
Task = Automatic Warehousing
Click on the Parameters tab
The name of  "EnableGenerateServiceOrderCalls' set this to have a value of TRUE (see screen shot below)
Click on Save
If you want this to run as a scheduled task , you will need to fill in the required parameters in the field of 'Schedule' and turn the tick on for Enabled and click on Save. Setting task schedules
If you wish to run this manually , then turn the tick off for enabled


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titleTASK

System Types

Check to see if you have the following set up for the system type = SERVICE-ORDER-ACTIVITY-TYPE
Description = Service order activity type
Code = LBR
Description = Labour
Value = Labour
Whatever the value is in the field of 'Value' has to be the product code that stands for this service call activity.
The product needs to be set up correctly, with the right Type and Product Category and Default Sell Unit. see links Service/Machines Initial Setup Checklist    /wiki/spaces/INT/pages/23429366 

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titleSystem Type/Product

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If a service call is created by auto warehouse, the service call should be assigned to the same technician as the previous call for that service order. (the one with the backorder)

Procedure 

If using the mobile app, set the quantity backordered to 1 on a part.
If using Readysell itself, enter the part onto the call or onto the service order. For example I have added a product "7003796" to a service order. The product has gone to back order.

In Reaydsell - the workflow is as follows:

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