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This text refers to program version 8.5  

Create Menu - Service Order - Items Out

This page describes the 'Items Out' function on the Create menu in the Service Order record window. If you are using iOS or Android, the 'Items Out' function is on the + menu.

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After entering a Service Order, you will receive the Item to be repaired into your workshop. You can do this by entering a Service Stock Transaction and/or an Items In record. 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. If you created an Items In record, you will need to create an Items Out record to remove the repair Item from internal stock when you pass it back to the Customer.

To create an Items Out record from a Service Order, open the Service Order in a record window and select 'Items Out' from the Create menu (Windows/macOS) or + menu (iOS/Android). A new record in the Items Out register (in the Internal Stock module) will be created and will immediately be opened in a new window. The title of the window will be 'Items Out: Inspect', signifying that the record has been created and saved and is being opened for amendment and approval.

By default, the Location in the Items Out record will be copied from the Service Order. If the Location in the Service Order is blank, the Service Location specified in the Stock Settings setting will be used.

Each row in the Service Order will be listed in the new Items Out record except any that you have already recorded in a previous Items Out record.

If you wish to change the Items Out record, you should do so before marking it as Sent. By default, all the repair items on the originating Service Order will be listed in the Items Out record: if appropriate, you can remove some of these items from the grid.

When the Items Out record is complete and correct, you can approve it by marking it as Sent and saving. The repair Items will be removed from internal stock in the specified Location and the record will no longer be modifiable.

The Service Order and the Items Out record 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 Items Out record, and to open the Items Out record from the Service Order.

If you need to prevent particular users from creating Items Out records from Service Orders, assign them to Access Groups in which you have denied access to the 'Items Out from Service Order' Action.

The Items Out register is described in more detail here.

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The Service Order register in Standard ERP:

• Introduction
  

• Entering a Service Order
  

• Printing a Service Order
  

• Operations menu
  

• Create menu, including:
  
  • Work Orders
    

  • Service Stock Transaction
    

  • Invoice
    

  • Activity, Workflow Activity
    

  • Work Sheet
    

  • Items In
    

  • Items Out
    

  • Purchase Order
    

  • Returned Goods
    

  • Quotation

Go back to:

• Home page for Service Orders manual
  

• Home page for Standard ERP manual

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