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Detta avser program version 4.2  

Introduction to the Service Order Register

All work carried out in the Service Orders module has its roots in the Service Order register. As soon as you accept a repair job, you should enter a record to this register showing the Items to be repaired and the work required. The job can be in-house or on the Customer's premises. From this Service Order record, you can sign the repair items in to service stock (in the case of an in-house repair), inform a technician of the work required, raise an Invoice for the work and finally sign the repair items out of service stock and hand them back to the Customer.

Service Orders can be entered directly to the Service Order register and generated automatically from Activities. The second option is controlled by the Activity Consequences setting in the CRM module.

In the Service Orders module, select 'Service Orders' from the Registers menu, or click the [Services] button in the Master Control panel.

The 'Service Orders: Browse' window is opened, showing Service Orders already entered.

The WOrd column contains a "√" if at least one Work Order has been created from a Service Order. The WS column is blank where no Work Sheets have been created from a Service Order, or shows "√" where there is at least one approved Work Sheet and "-" when all Work Sheets are unapproved. The Invd column contains a "√" if at least one Invoice has been created from a Service Order or if a Service Order is not invoiceable (all Items are under Warranty or Contract).

As in all browse windows you may sort the transactions by each column by clicking on the headings. To reverse any sort, simply click once again on the column heading. You can also scroll the list with the scroll bars. Finally, you can search for a record by entering a keyword in the field in the top right-hand corner. Hansa will search for the first record matching the keyword in the same column as the selected sorting order.

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