Create Service Orders

You can use the Service Order page to create documents where you enter information about a service, such as repairs and maintenance, on service items by customer request.

When creating a service order, you only have to fill in a few fields. Some fields are optional and many are automatically filled in when you fill in related fields.

To create a service order

1. Choose the search icon, enter Service Orders, and then choose the related link.

2. Create a new service order.

3. In the No. field, enter a number for the service order.

   Alternatively, if you have set up number series for service orders on the Service Management Setup page, you can press Enter to select the next available service order number.

4. In the Customer No. field, select the relevant customer from the list. The customer-relevant fields are filled in with information from the Customer table.

5. Depending on the settings on the Mandatory Fields FastTab on the Service Management Setup page, you may need to fill in the Service Order Type field and the Salesperson Code field.

6. Optionally, fill in the rest of the fields.

7. Register the service item lines.

To create service items within a service order

When you receive items for service that you want to register as service items, you can create them as service items in the Service Order or Service Quote pages.

1. Choose the  icon, enter Service Orders, and then choose the related link.

2. Fill in the fields as necessary. Hover over a field to read a short description.

3. Choose the Create Service Item action.

   A number is assigned to the service item and a service item card is created. The Service Item No. field is filled in with the number of the new service item.