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This text refers to program version 8.5  

Service Order Example and Work Flow - Page 1 - Linking Items Sold to the Service Orders Module

This example describes the recording of warranty information about Items sold by your company.

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Before you start using the Service Orders module, one option to consider is to create a link between the Service Orders module and the Sales Ledger. If you choose to use this link, service personnel will have access to a list of all the serial numbered Items sold by your company together with the dates on which they were sold. To establish this link, open the Stock Settings setting (available in the Service Orders and Stock modules) and select the Update Known Serial Number Register option.

If you will use this option, it is recommended that you specify the duration in months of the warranty on each Serial Numbered Item, using the Warranty Months field on the 'Recipe' card in the relevant Item records:

To illustrate this link, Magic Flute Systems purchased some equipment from the example company in June 2022. The Invoice is illustrated below, showing the Serial Numbers:

When you mark any Invoice as OK and save, separate records will be created in the Known Serial Number register (in the Service Orders module) for each Serial Numbered Item in the Invoice. These records will include Item and Customer information together with the dates sold and the dates when the warranties are due to expire, calculated by adding the warranty duration to the Invoice Date:

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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