Create Service Orders
- Kwaku Konadu Opuni (Unlicensed)
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.