Service Quick Reference Guide

From the navigation menu select 'Service'. Then select 'Service Orders' and 'Machines'. From the list view you need to know how to complete all the basic actions below. You should then learn how to complete all of the advanced processes.

Basic Service Processes

Star Rating	How To	Skill
*****	Study the service overview diagram	Understand the overall flow of work through the service system
*****	Why use automatic service orders to promote preventative maintenance	Understand the overall flow of work through the service system
*****	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
*****	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.
*****	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).
*****	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.
*****	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.
*****	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.
*****	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.
**	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
*	Create a new customer from a service order	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.
*	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.

Basic Service Processes

Advanced service processes

Service Orders

Machines

Meter Count Runs

Meter Charge runs

Less frequently used service processes

Service Order Templates