Close SWO - Select Service Order(s)

This page allows you to search and select the service order for closing its details. Tell me more.

Select the “Close Service Order” link under the “Service Order” business component.

The “Select Service Order” page appears.

Enter the following field details:

Service Order No.

The number identifying the service order (Alphanumeric, 18).

Select the “Close Service Orders” link provided along side service order no. to close the selected service orders.
Enter the following field details in the “Search Criteria” group box:

Service Order No. From	The starting number in the range of service order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the service order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the service orders starting from the first order number till the order number specified in the “To” field.
Service Order No. To	The ending number in the range of service order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the service order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
Item Code	The code identifying the item (Alphanumeric, 32).
Service Order Date From	The starting date in the range of dates from which the service order details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
Service Order Date To	The ending date in the range of dates from which the service order details must be retrieved (Date Format). The value entered in this field must be greater or equal than the value entered in the “S.O Date From” field.
Customer PO No.	The number identifying the customer purchase order (Alphanumeric, 18).
Order No. From	The starting number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the sale order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the sale orders starting from the first order number till the order number specified in the “To” field.
Order No. To	The ending number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the sale order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
Ordering Point	The point identifying the location from which the sale order is raised (Alphanumeric, 16).
Ship To Customer	The point at which the goods specified in a sale order is received (Alphanumeric, 18).
Ship To Name	The name of the customer to whom the service must be provided (Alphanumeric, 40).
Ship To Id.	The address of the location at which the goods must be delivered (Alphanumeric, 18).
LC No.	The number identifying the Letter of Credit (LC) issued by the bank. (Alphanumeric, 30).
Project Code	A unique code identifying the project for selecting the service order.

Click the “Search” pushbutton to retrieve the details of the service order.

The system retrieves the service order that is in “Open” status.

The system retrieves and displays the following service order details in the “Search Result” multiline:

Service Order No.	The number identifying the service order.
Service Order Date	The date on which the service order was created.
Status	The status of the service order. It should be “Open”.
Ship To Customer	The point at which the goods specified in a sale order is received.
Ship To Name	The name of the customer to whom the service must be provided.
Created At	The organization unit in which the project is created.
Project Code	A unique code identifying the project for the service order.
Project Description	The description of the project code.

Note: The values for the fields “Created At”, “Project Code” and “Project Description” are not displayed in the multiline, when the service order is associated with multiple projects.

Check the box in the “Select” column of the multiline to select the service order for closing its details.
Select the “Close Service Orders” pushbutton to close the selected service orders.

The service orders that are in “Open” status are only retrieved for closing.

The system updates the status of the selected service orders to “Closed”. Then the system updates the “Shipped Qty” in sale order with “Service Completed” quantity for each schedule level. The sale order UOM is also updated with service order UOM. The system also retrieves the TCD details from the sale order.

To proceed, carry out the following

Select the “Close Service Orders” link at the bottom of the page to close the selected service order details.

Select Service Order(s) – An overview

The service orders that are in “Open” status are only retrieved. If the service order number is known it can be entered or else you can search by specifying a range for the service order. You can also search by specifying the customer to whom the goods are to be shipped or by specifying a range for the service order date. You can also search by specifying the name of the customer to whom the items are to be shipped or by specifying a range for the order number. You can also specify the address of the location to which the goods are to be dispatched, the item details or the point from which the order is raised. Based on the search criteria specified the system retrieves the service order details in this page. You can select the service order for which the details are to be closed. The status of the service order on closing is updated to “Closed”. Multiple closing of service order is also allowed in this page. On closing the service order, the system updates the few service order details to the sale order details.