Create Service Order

This activity allows you to generate service order for the service items specified in the sale order. Tell me more.

Select the “Create Service Order” link at the bottom of “Select Order Schedules” page.

The “Create Service Order” page appears.

The system retrieves and displays the following details:

Status	The status of the service order. The system displays anyone of the following status. The options are:
	Open – indicates a newly created service order.
	Closed – indicates a service order that is closed. The service order that is in “Open” status can only be closed.
	Deleted – indicates a service order that is deleted.
	Hold – indicates a service order that is put to hold. The service order that is in “Open” status can only be put to hold.

Enter the following details:

Service Order No.	The unique number identifying the service order that is being created (Alphanumeric, 18). The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field. The system ensures that the sale order number belongs to the ship to customer. The number cannot be left blank if the “Numbering Type” is set to “Manual”. It also checks if it there is any special characters or spaces in it (Except for ‘-‘ (Hyphens)). The system also ensures that the number entered is unique in the system. If the “Numbering Type” is not set to “Manual”, then the system generates the service order number.
Service Order Date	The date on which the service order is being created (Date Format). The system displays the system date by default on launch of the page. This date cannot be left blank and should be within the finance period.
Numbering Type	Use the drop-down list box to select the numbering type. The values are populated from the “Numbering Class” business component.

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

Ship To Customer	The customer to whom the service specified in a sale order is received.
Ship To Name	The name of the customer to whom the services are to be provided.

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 field details 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. The system generates the service order line number starting from 1,2,3…and so on.
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. It must be “Service”.
Item Code	The code identifying the item of service type specified in the sale order.
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.

Enter the following field details:

Service Completed	The exact number of items that were serviced (Integer). The system displays the “Balance Qty” by default on launch of the page. For any data row, the system ensures that this field should not be left blank and should be greater than zero.
Service Order UOM	The unit of measurement of item specified in service order (Alphanumeric, 10). The system displays “Sale Order UOM” by default on launch of the page. For any data row, the system ensures that this field should not be left blank and also checks for its existence in the system. A conversion factor should be defined for the service order UOM against sales UOM.
	Help facility available.
Unit Price	The rate/price for a specific service (Integer). The system retrieves and displays the unit price from the normal sale order. For any data row, the unit price should not be left blank and should be greater than or equal to zero.

The system displays the following field:

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.

Enter the following field details:

Estimated Units	The estimated units of service required to complete the service of items specified in the sale order (Integer).
Actual Units	The actual unit of service done to complete the servicing of items specified in the sale order (Integer).
Serviced By	The name of the person who has serviced the items (Alphanumeric, 20).

The system displays the following field details:

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.
Ordering Point	The point identifying the location from where 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.

Click the “Create Service Order” pushbutton to create a service order.

The system ensures that at least one row is entered in the multiline.

If the UOM of service order and sale order are the same, then the quantity of service completed must be less than or equal to the balance quantity. Else the system displays an error message.

If the UOM of service order and sale order are different, then using the conversion factor the sale order UOM should be converted to service Order UOM. Then the system checks if the quantity of service completed must be less than or equal to the balance quantity.

The system creates a service order with the selected order rows using the number given if the “Numbering Type” is set to “Manual”. The status of the service order is updated to “Open”.

The status of service order is set to “Closed” on completion of the required services.

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 “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.

Create Service Order – An Overview

This page allows you to create a service order. If the numbering type is set to “Manual” then the service order number is entered manually with the corresponding suffix and prefix of the numbering type. If not set to “Manual” the system generates a unique number. The service order date should be with in the finance period. Based on the sale order number selected the system retrieves and displays the sale order details in this page. You can specify the number of items to be serviced, the unit of measurement specified in the service order, the unit price charges for servicing a specific item. You can also enter the unit of service items to be serviced, the actual unit of items serviced and the name of the person who has done the service. The system generates the service order line number automatically. The system displays the unit price specified in the sale order by default on launch of the page. This unit rate can be changed if necessary. The sale UOM is displayed by default for the service order UOM. The status of the service order is updated to “Open”. The status of service order is set to “Closed” on completion of the required services. The login user ID and the system date are stored along with the creation details.

Prerequisites

Authorized normal sale order with atleast one of the item types as “Service” must be defined in “Normal Sale Order” business component.