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Service Order Example and Work Flow - Page 2 - Entering Service Orders

This example describes the first step in the Service Order process - entering a Service Order. In this example the Customer has purchased the Item requiring servicing from your company, as described here.

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In December 2022, the Customer returns the Amplifier because it has developed a fault. In the Service Orders module, start by creating a new Service Order:

Immediately after opening the new record, click (Windows/macOS) or tap (iOS/Android) in the Serial No field in the first row of the grid on the 'Items card and use 'Paste Special' to bring up a list of Serial Numbered Items supplied by your business (i.e. a list of records in the Known Serial Number register):

When you double-click or tap the correct Item/Serial Number, all relevant information (Customer, Item, warranty status, etc) will be brought in to the Service Order record.

Classify the fault reported by the Customer using the Std. Problem field in the row on flip B and then go to the 'Terms' card to specify a return date in the Planned Del. field and to add any relevant further information to the Comment field. The Comment and Std. Problem fields allow information about the fault to be conveyed to the technicians. Enter a Planned Delivery date (deadline for the repair) if needed and save the Service Order.

If the Item to be repaired is not one originally sold by your business, you will not be able to use the link to the Known Serial Number register to bring Customer and Item information into the Service Order. You should therefore enter this yourself. After specifying the Serial Number of the Item, open 'Paste Special' from the Invoicing Type field in the same row to specify whether the Item is under warranty. If you do not know yet, enter "-" as the Invoicing Type.

Service Order Example and Work Flow:

• Introduction
  

• Linking Items Sold to the Service Orders Module
  

• Entering Service Orders
  

• Taking Responsibility for Repair Items
  

• Instructing Technicians - Raising Work Orders
  

• Labour and Spare Parts - Work Sheets
  

• Creating Purchase Orders for Spare Parts
  

• Work Sheet Transactions
  

• Invoicing
  

• Returning Repair Items to Customers

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• Home page for Service Orders manual
  

• Home page for Standard ERP manual

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