Modify Service Order

This page allows you to modify the details of the selected service order. Tell me more.

Select the “Modify Service Order” link at the bottom of “Edit Service Order” page.

The “Edit 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 the existence of the service order number 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” only.

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.
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 will be “Service”.
Item Code	The code identifying the item 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.

Modify the following field details, if required:

Service Completed	The exact number of items that were serviced (Integer). 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). 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). 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.

Modify the following field details, if required:

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 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 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.

Check the box in the “Select” column of the multiline to select the service order for deleting or modifying its details.
Select the “Delete Service Orders” pushbutton to delete the selected service orders.

Deletion of service order number is not allowed if the status of the service order is “Deleted”.

The system updates the status to “Deleted” for all the rows selected for deletion.

Click the “Modify Service Order” pushbutton to modify the selected service order.

The status of the service order selected for modification cannot be in “Deleted” status.

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 saves the service order details.

The system stores the login user ID and the system date along with the modified details.

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.
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.

Modify Service Order – An overview

Modification to the service order details that are in “Deleted” status is not allowed in this page. Based on the service order selected, the system retrieves and displays the details in this page. The service order that is in “Open” status is only retrieved for modification. Modification to the number of items to be serviced, the unit of measurement specified in the service order and the unit price charges for servicing a specific item. You can also edit 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 saves the modified details of the service order.

You can also delete the service order details. The status of the service order is updated to “Deleted” on deletion. A service order that is in “Deleted” status cannot be deleted. The system stores the login user ID and the system date along with the modified details.