Maintaining Service Work Order

Maintain Service Work Order

This page allows you to maintain the service work order details.

Select the “Maintain Service Work Order” link under the “Service Work Order” business component.

The “Maintain Service Work Order” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following in the “Work Order Details” group box.

Description	The description of the work order. (Alphanumeric, 150).
	Zoom facility available
Work Order Type	From the drop-down list box, select the type of work order.
Work Order Category	From the drop-down list box, select the category to which the work order belongs.
Work Group	The work group that is expected to carry out the corrective action on the Unit for which the work order is being created (Alphanumeric, 30). Mandatory. Ensure that the work group has already been defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status. If you leave the field blank, the system displays the work group that is defined for the Unit.
	Press <Enter>.

Major Problem	A unique code that identifies the problem. (Alphanumeric, 30).

WO Completed	Select the checkbox, if you completed rendering the required services of the service work order.
Sale Order No.	A unique sale order number. (Alphanumeric, 18).

Sale Order Line No.	From the drop-down list box, select the sale order line number.
SO Sch. No.	Use the drop-down list box to select the sale order schedule number.
SO Sch. Qty.	The scheduled quantity of the sale order (Integer).
Customer Code	A unique code of the customer for whom the product was sold. (Alphanumeric, 20).

Address ID	A unique identifier of the address. (Alphanumeric, 20).

Project Manager	The name of the project manager. (Alphanumeric, 20).
Main Contact	The name of the main contact for whom the services are rendered. (Alphanumeric, 20).
Main Contact phone	The phone number of the contact for whom the services are rendered. (Alphanumeric, 18).
Remarks	The remarks pertaining to the Work Order (Alphanumeric, 255).

The system displays the following.

Customer Name	The name of the customer for whom you require to render the services. The customer name appears upon selecting the customer code.
Problem Description	The description of the major problem appears upon selecting the code of the major problem.

The system displays the following in the “Accounting Information” group box.

Customer Group	The customer group to which the customer belongs.
Customer Group Desc	The description of the customer group.
Account Code	The unique code of the account in which the service charges are to be credited.

Enter the following in the “Accounting Information” group box.

Cost Center	The unique code of the cost center. (Alphanumeric, 10).
Analysis Code	A unique code identifying the analysis. (Alphanumeric, 5).

Sub Analysis Code	A unique code of the sub analysis. (Alphanumeric, 5).

Enter the following in the “Schedule Details” group box.

Due Date/Time	The date by which the services of the work order must be rendered to the customer. (Date Format). Enter the time by which the services of the work order must be rendered to the customer in the adjacent box. (Time Format).
Duration (Hrs)	The duration in hours required for completing the service work order. (Alphanumeric, 29).
Schedule Start Date/Time	The planned start date of the tasks/services to be rendered to the customer. (Date Format). Enter the scheduled time at which the tasks/services are to be rendered to the customer on the scheduled start date in the adjacent box. (Time Format).
Schedule Completion Date/Time	The planned end date of all the tasks/ services to be rendered to the customer. (Date Format). Enter the end time at which all the tasks /services must be rendered to the customer in the adjacent box. (Time Format).
Actual Start Date/Time	The actual start date of the tasks/services rendered to the customer. (Date Format). Enter the actual start time at which all the tasks /services are rendered to the customer in the adjacent box. (Time Format).
Actual Completion Date/Time	The actual completion date of the tasks/ services rendered to the customer. (Date Format). Enter the actual completion time at which all the tasks /services are rendered to the customer in the adjacent box. (Time Format).
Default SLA No	The default service level agreement number.

The system displays the following in the “Schedule Details” group box.

Invoice Parameter Date	The date till which invoice for generated for the parameter.
Complaint No	The complaint number based on which, the work order was raised.
Complaint Process As	Indicates how the complaint was processed. Valid values are ‘Pay Service’, “Free Service’ or ‘Under Warranty’
Warranty Type	Indicates the warranty type. Valid values are ‘Component’, ‘Unit’ or ‘Unit & Component’. Warranty type will display value only if 'Complaint Process As’ is ‘Under Warranty'.

The system displays the following tabs.

(i) Units

(ii) Contact

Click on the “Units” tab to record the unit details of the products for which the services are to be rendered to the customer.

Unit	The number of units of the product for which the services must be carried out. (Alphanumeric,70).

Item Code	The unique code of the item. (Alphanumeric,32).
Variant Code	The variant code of the item. (Alphanumeric,8).
Item Variant Description	The description of the item variant. (Alphanumeric,150).
Serial No.	The serial number of the item. (Alphanumeric,28).
Move to Location	The location to which the item must be transferred. (Alphanumeric,40).

SLA	The SLA agreement number of the item.(Alphanumeric,18).
Problem Code	The unique code of the problem. (Alphanumeric,30).

Problem Description	The description of the problem. (Alphanumeric,150).
Remarks	The remarks pertaining to the Unit (Alphanumeric,255).
Last Invoiced Parameter Value	The parameter value till which, the last invoice has been generated.
Consolidated Parameter Value	The consolidated parameter value for the work order.

Click on the “Contacts” tab to record the contact details of the customer for whom the services are rendered.

Default	From the drop-down list box, select “Yes” to indicate that the contact must be considered as the default contact. Otherwise select “No”.
Contact ID	The unique identifier of the contact. (Alphanumeric, 18).
Name	The name of the contact. (Alphanumeric, 40).
First Name	The first name of the contact. (Alphanumeric, 40).
Designation	The designation of the contact. (Alphanumeric, 40).
Department	The department to which the contact belongs. (Alphanumeric, 40).
Address1	The address of the contact. (Alphanumeric, 40).
Address 2	The address of the contact. (Alphanumeric, 40).
Address 3	The address of the contact. (Alphanumeric, 40).
City	The city to which the contact belongs. (Alphanumeric, 40).
State	The state to which the contact belongs. (Alphanumeric, 40).
ISO Country Code	The ISO Country Code of the contact. (Alphanumeric,5).
Zip	The zip code of the contact. (Alphanumeric, 20).
Phone No.	The telephone number of the contact. (Alphanumeric, 18).
Mobile	The mobile number of the contact. (Alphanumeric, 20).
E-mail	The Email address of the contact.
Fax	The Fax number of the contact. (Alphanumeric, 40).

Enter the following in “Default Task Information” group box.

% Completion	The percentage of completion of the task applicable to the Work Order.
Work Order Task	Select the check box to retrieve all the tasks applicable to the work order.

Select the “Default” pushbutton to retrieve the task details in the multiline based on the default task information entered.

Sequence No.	The order in which the task is to be listed (Integer,4). Ensure that the sequence number is a positive integer and is unique to the multiline.
	If you have left the sequence number blank for all the multiline rows, the system rearranges the multiline rows in the order in which they are entered and automatically assigns a sequence number to each of them, in multiples of five, when you click the “Update SWO” pushbutton.
Task	The task that must be performed for carrying out the work order (Alphanumeric, 30). Ensure that the task has already been defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.

Task Scheduled Start Date	The planned start date of the task (Date Format). If you leave this field blank, the system
	calculates the start date by deducting the duration from the completion date.
	defaults the current system date if the completed date is left blank.
Task Scheduled Start Time	The planned start time of the task (Time Format).
Task Scheduled Completion Date	The planned end date of the task. (Date Format) If you leave this field blank, the system
	defaults the current system date in the ”Task Scheduled Start Date” field, if the start date is left blank and calculates the ”Task Scheduled Completion Date” by adding the duration displayed in the “Task Duration( Hrs)” field to the start date.
Task Scheduled Completion Time	The planned time by which the task must be completed (Time Format).
Task Actual Start Date	The actual start date of the task. (Date Format).
Task Actual Start Time	The actual start time of the task (Time Format).
Task Actual Completion Date	The actual completion date of the task. (Date Format).
Task Actual Completion Time	The actual completion time of the task (Time Format).
Task Duration (Hrs.)	The duration of the task in hours. (Integer,29)
Task Type	The type to which the task belongs (Alphanumeric, 30). Ensure that the type is already defined in the “Define Task Types” activity and is in the “Active” status.
Task Status	The status of the task can be “Fresh”, “Scheduled”, “In-Progress”, “Completed”
% Completion	The percentage of completion of the task. (Integer, 10)
Complete ?	From the drop-down list box, select “Yes” to indicate that the task has been completed/ Otherwise select “No”.
Remarks	The remarks pertaining to the task. (Alphanumeric, 255).

The system displays the following.

Task Description

The textual description for a task (Alphanumeric, 150).

Click on “Update SWO” pushbutton.

The system displays the following.

Work Order No.

The system generates a unique service work order identifier.

The system updates the status of the service work order to “Fresh”.

If you enter the actual dates and click on the “Update SWO”, the status of the service work order will be updated to “In Progress” status.

However, if you enter the actual dates and click on the “Completed” box, the status will be updated to “Completed” status.

Click on “Schedule SWO” pushbutton.

The system updates the status of the service work order to “Scheduled”.

The system displays the following fields in the “Data History” group box:

Created By	The login ID of the user who created the work order.
Created Date	The date and time of the creation of the work order.
Last Modified By	The login ID of the user who modified the work order.
Last Modified Date	The date and time when the work order was last modified.

To edit the work order details

Enter the work order number.
Press the <Enter> key.

The system retrieves the work order details.

Edit the required details.
Click on “Update SWO” pushbutton

The system updates the details.

To cancel the work order details

Enter the work order number.
Press the <Enter> key.

The system retrieves the work order details.

Click on “Cancel SWO” pushbutton.

The system updates the status of the service work order to “Cancelled”. Note that only service work order of “Fresh” status can be cancelled.

To proceed

Select the “Unit Tasks” link at the bottom of the in the “Maintain Service Work Order” page.

The “Attach Tasks” page appears.

Select the “References” link at the bottom of the “Maintain Service Work Order” page.

The “References” page appears.

Select the “Spares” link at the bottom of the in the “Maintain Service Work Order” page.

The “Spares” page appears.

Select the “Labor” link at the bottom of the in the “Maintain Service Work Order” page.

The “Labor ” page appears.

Select the “Service Requirement” link at the bottom of the in the “Maintain Service Work Order” page.

The “Service Requirement” page appears.

Select the “Service Actuals” link at the bottom of the in the “Maintain Service Work Order” page.

The “Service Actuals” page appears.

Select the “Schedule Services” link at the bottom of the in the “Maintain Service Work Order” page.

The “Schedule Services” page appears.

Select the “Attach Notes” link at the bottom of the page to specify notes details.
Select the “Warranty Details” link at the bottom of the page to specify the warranty details.
Select the “Stock Deliverables” link at the bottom of the page to specify the stock deliverables details.
Select the “Operational Checklist” link at the bottom of the page to specify the operational checklist details.
Select the “Close Service Work Order” link at the bottom of the page to close the service work order details.
Select the “Costs” link at the bottom of the page to specify the service work order cost details.