Create SWO - Select Order Schedules

This page allows you to search and select the order schedules of the sale order. Tell me more.

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

The “Select Order Schedules” page appears.

Enter the following field details:

Ship To Customer	The customer to whom the service specified in a sale order is received. (Alphanumeric, 18) Mandatory. The system checks for the existence of ship to customer in the system. The system retrieves the customer name corresponding to the ship to customer.
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The system displays the following field:

Ship To Name

The name of the customer to whom the service must be provided Mandatory.

Enter the following details in the “Search Criteria” group box:

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 where the sale order is raised (Alphanumeric, 16).
Order Date From	The starting date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date.
Order Date To	The ending date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Order Date From” field.
Bill To Customer	The code identifying the customer to whom invoices are to be sent (Alphanumeric, 18).
Required Date From	The starting date in the range of dates on which the customer requires the goods at his or her location (Date Format). The value entered in this field must be less than or equal to the system date.
Required Date To	The ending date in the range of dates on which the customer requires the goods at his or her location (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Required Date From” field.
Customer PO No.	The number identifying the purchase order of the customer (Alphanumeric, 18).
Item Code	The code identifying the item (Alphanumeric, 32).
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 order schedules.

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

The system retrieves the order schedules of service items where the balance quantity is greater than zero. The balance quantity is calculated as a difference of order schedule quantity and shipped quantity.

The system displays the following field details in the “Search Result” multiline:

Ordering Point	The point identifying the location from where the sale order is raised.
Sale Order No.	The number identifying the sale order.
Sale Order Date	The date on which the sale order was created.
Customer PO No.	The number identifying the purchase order placed by the customer.
Model / Kit Ref. No.	The reference number identifying the model and its variant or the kit.
Item Type	The type of item. It will be “Service”.
Item Code	The code identifying the Item.
Schedule Qty.	The quantity that is specified in the sale order.
Balance Qty.	The remaining quantity that is to be serviced from the schedule quantity.
Sale Order UOM	The unit of measurement of items in the sale order.
Required Date	The date on which the customer requires the items at his or her location.
Ship To Id.	The address of the location to which the services must be delivered.
Bill To Customer	The code identifying the customer to whom invoices are to be sent.
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.
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.

Check the box in the “Select” column of the multiline to select the order number for creating a service order.

To proceed, carry out the following

Select the “Create Service Order” link at the bottom of the page to create a service order.

Select Order Schedules – An Overview

You can specify the customer to whom the service is to be provided. You can carry out a search by specifying a range for the sale order number, the point from where the sale order is raised or by specifying a range for the order date. You can also search by specifying the customer to whom the bills are to be sent or by specifying a range for the required date, code identifying the item or number identifying the customer purchase order. Based on the search criteria the system retrieves the sale orders of the service items. You can select the sale order for which the service order is to be created.