From the navigation menu select 'Service'. Then select 'Service Orders'. From the Service list view you can complete the following common actions :
How To | Solution | More Information |
|---|---|---|
How to 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 | Enter and process a Service Order |
| How to 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). | Enter a new service quotation |
| How to process an existing service quotation | Process an existing service quotation | |
| How to generate a return from a service order | Generate a return from a service order | |
| How to generate a purchase order from a service order | Generate a purchase order from a service order | |
| How to create a new customer from a service order | Create a new customer from a service order | |
| How to create activities | Create activities | |
| How to create a service order template | Create a service order template | |
How to create a new Service Order from a template | Create a new Service Order from a template |