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Search HansaManuals.com HansaManuals Home >> Standard ERP >> Service Orders >> Service Order Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.5 Create Menu - Service Orders - Service Stock Transaction This page describes the 'Service Stock Transaction' function on the Create menu in the 'Service Orders: Browse' window and in the Service Order record window. If you are using iOS or Android, the 'Service Stock Transaction' function is on the + menu.--- After entering a Service Order, you should create a Service Stock Transaction (a record in the Service Stock Transaction register) to signify that you have signed the Items on the Service Order in to your workshop and that these Items are now your company's responsibility. You can create further Service Stock Transactions as appropriate at some time during the life of the Service Order when you return repair items to their manufacturer for repair or exchange, when you receive then back from the manufacturer and, finally, when you return them to the Customer. You can create Service Stock Transactions using the following methods:
There will be no default In or Out Quantity, so you must specify one of these before you can approve the record. For example, if the Transaction represents the entry of a repair item to your workshop, you should specify an In Quantity. If it represents a movement out of the workshop (i.e. the repair items are being returned to the Customer), you should specify an Out Quantity. You should also raise a Service Stock Transaction when you need to send a repair item back to a Supplier or manufacturer for repair or exchange. Such a Transaction should feature both an Out Quantity and a Supplier on flip D. You should raise a further Transaction when you receive the repair item back from the Supplier: this will have an In Quantity and a Supplier on flip D. Approve Service Stock Transactions by ticking the OK box and saving. The Transaction will no longer be modifiable. In the case of Transactions with an Out Quantity and a Supplier on flip D, a record will be created in the Replaced Items setting, allowing you to keep track of such items. To close the Service Stock Transaction window and return to the Service Order, click the close box (Windows/macOS) or tap < (iOS/Android). You will be asked if you want to save any changes. The Service Order and the Service Stock Transaction will be connected to each other through the Link Manager facility. This allows you to open the Service Order quickly and easily when reviewing the Service Stock Transaction, and to open the Service Stock Transaction record from the Service Order. If the function does not create a Service Stock Transaction, the probable cause is that there is no valid record in the Number Series - Service Stock Transactions setting. This problem will usually occur at the beginning of a new year. If you need to prevent particular users from creating Service Stock Transactions from Service Orders, assign them to Access Groups in which you have denied access to the 'Service Stock Transaction from Service Order' Action. The Service Stock Transaction register is fully described here. In addition or as an alternative to the Service Stock Transaction, if you are subscribing to the Internal Stock module you can create an Items In record to receive the Item that is to be repaired into your workshop or Service Location. The Items In record will add the Item being repaired to your internal stock so you will be able to use the Internal Stock List report in the Internal Stock module to list the Items you currently have in for repair. When you have repaired the Item, you will then need to create an Items Out record to remove it from internal stock. Please refer here for details about creating Items In records from Service Orders and here for details about Items Out records. --- The Service Order register in Standard ERP:
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