Close Service Order

This page allows you to close the selected service order details. The system retrieves and displays the selected service order details in this page. The service order that is in “Open” status can only be closed. The status of the service order on closing is updated to “Closed”. The system also updates the service order details with the sale order. The system stores the login user ID and the system date along with the modified details.

Select the “Close Service Order” link at the bottom of “Select Service Order(s)” page.

The “Close Service Order” page appears.

The system retrieves and displays the following service order details:

Service Order No.	The number identifying the service order. The system ensures that this field should not be left blank and also checks for its validity in the system.
Service Order Date	The date on which the service order was created.
Status	The status of the service order. It should be “Open”.

The system displays the following details in the “Customer Information” group box:

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 goods are to be dispatched.

Enter the following details:

LC No.	The number identifying the Letter of Credit (LC) issued by the bank. (Alphanumeric, 30).The Ref. ID. and LC No combination is unique.
	Help facility available.
Ref. ID.	A unique reference ID generated by the system for each LC No - Bank code combination. (Alphanumeric, 70).
	Help facility available.

The system displays the following :

LC Expiry Date

The date after which the LC becomes invalid for further transactions.

The system displays the following in the "Project Details" group box :

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 fields “Project Code”, “Project Description” and “Created At” are displayed when the service order is associated with single project.

The system displays the following field details in the “Item Details” multiline:

Service Order Line No.	The number identifying the line number corresponding to the service order.
Sale Order No.	The number identifying the sale order.
Model / Kit Ref. No.	The reference number identifying the code of the model and its variant or the code of the Kit.
Item Type	The type of Item.
Item Code	The code identifying the item specified in the sale order.
Balance Qty.	The remaining quantity that is to be serviced from the schedule quantity.
Schedule Qty.	The quantity that is specified in the sale order.
Sale Order UOM	The unit of measurement of items in the sale order.
Service Completed	The exact number of items that were serviced.
Service Order UOM	The unit of measurement of item specified in service order.
Unit Price	The rate/price for a specific service.
Currency	The currency applicable to the service order.
Value	The value for servicing of items specified in the sale order. The value is calculated as a product of service completed and unit price.
Estimated Units	The estimated units of service required to complete the service of items specified in the sale order.
Actual Units	The actual unit of service done to complete the servicing of items specified in the sale order.
Serviced By	The name of the person who has serviced the items.
Ship To Id.	The address of the location at which the goods must be delivered.
Bill To Customer	The code identifying the bill to customer on whom invoicing is done.
Ref. Doc. Line No.	The line number identifying the reference document.
Schedule No.	The number identifying the schedule.
Item Variant Desc.	The description of item variant.
Ordering Point	The point identifying the location from which the sale order is raised.
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 fields “Project Code”, “Project Description” and “Created At” are displayed when the service order is associated with multiple projects.

WBS ID	A unique ID identifying the work break down structure of the project.
Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.

Note: The fields WBS ID, Task Code, Task Description fields are visible when the service order number has reference to a project.

Select the “Close Service Orders” pushbutton to close the selected service order details.

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.

Note: The system cannot close the service order if the Sale Order for the service order is associated with multiple projects.

Click the “Print” pushbutton to print the service work order.

The system generates the service order report.

To proceed, carry out the following

Select the “Edit Service Order” link at the bottom of the page to modify the selected service order details.
Select the “Attach Notes” link at the bottom of the page to specify the notes related to service order.
Select the "Operational Checklist" link to record the check list required for the service order.

The system displays the following:

Created By	The login user ID of the person who has created the service order.
Created Date	The date on which the service order was created.
Last Modified By	The login user ID of the person who has last modified the service order.
Last Modified date	The date on which the service order was last modified.