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  1. In the navigation pane, go to Service then Service Orders.
  2. Click Create, then click New. 
  3. The Service Order detail window will display. 
  4.  Show me

  5. Enter details for the service order:
  • Type: Change the type to SRVQUO (Service Order Quote)
  • Date: The date when the service order was logged. By default this is the current date.
  • Customer: Select the customer for whom work is being done.
  • Customer Order: If the customer requires a particular order number or has given you a reference number, enter this here.
  • Workflow Status: Sets the status of the service order within the workflow. For new service orders, this should be Assigned.
  • Service Order Priority: Select the priority of the service order.
  • Product: Select the product to be serviced.
  • Serial Number: If the product requires a serial number, enter it here.
  • Assigned To: Select the technician who will be assigned the job.
  • Work Location: Where the product is going to be repaired. This is an optional field.

 

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