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Entering a Service Order

Hansa provides several shortcuts to simplify your work when entering Service Orders. You may for example enter the current date into a date field with the 'Paste Special' function. This can also be used to simplify the entering of Item Numbers, Customer Numbers, Order Classes etc.

To enter a new Service Order, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, find and highlight a Service Order similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Service Order: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Service Order. In the case of the duplicate, the Order Date of the new Service Order will be the current date, not the date of the original Order.

Since the amount of information stored about each Service Order will not fit on a single screen, the Service Order window has been divided into seven cards. At the top of each is the header. This contains the Service Order Number and the Customer Number and Name. There are seven named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Service Order you are working with.