Entering a Service Order - Date Card
- Pay Terms
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Default taken from Customer (Sales Pay. Terms)
- Payment Terms entered here will be transferred to any Invoices raised from the Service Order. In addition simply to ensuring that the correct Payment Terms appear on Invoices (in the Language of the Customer if necessary), entering basic Payment Terms records using the Sales Ledger setting can enable a system of early settlement discounts to be established.
- Our Ref.
- Use this field if you need to identify the Service Order by means other than the Order Number. It will be transferred to any Work Orders generated from this Service Order. A default will be taken from the Our Ref field on the 'Ser Nos' card of the Person record of the current user.
- Attn.
- Paste Special
Contact Persons setting, Sales Ledger
- Default taken from Customer
- Record here the name of your contact in the Customer company, for whose attention any paperwork is to be marked. It will be transferred to any Work Orders and Work Sheets generated from this Service Order.
- Order Date
- Paste Special
Choose date
- The current date according to the computer's clock is entered as a default.
- Planned Del.
- Paste Special
Choose date
- The date on which the Items on the Service Order are scheduled to be returned to the Customer. The format of this field is determined by the Planned Delivery. Available options are free text, date, week number or year-week (4 characters). The Planned Delivery is passed to the Deadline field of any Work Orders raised from the Service Orders, so that the technicians are aware of the date by which the Customer is expecting the return of his equipment.
- Cust. Ord. No.
- Record the Customer's Purchase Order Number here. It will be printed on all documentation associated with the Service Order.
