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This panel is only displayed if Service is installed and activated, and if Service type was set to YES on the previous panel. On this panel you can enter service information for the actual sales order type.
- Service code 1-4
- The lead text displayed for these four fields depends on the text defined for the corresponding service code in the Service code table.
- Indicate if the service code is mandatory in Service order close.
- Indicate if the service order code is protected in the Service order job maintenance (if protected, the service code is not displayed).
- Return list
- Indicate if this list should be printed in batch or direct. A return list is used to confirm returned parts for service orders. Before confirming a return list, parts must have been returned in the Work with service order part returns program and the return list must have been printed. Return lists are printed using the Print sales order pick list program.
- Fixed price parts
- Indicate if parts used for service are going to be invoiced at a fixed price.
- Fixed price s.item
- Indicate if service items (e.g., labour) are going to be invoiced at a fixed price.
- Object handling
- Indicate how the service object should be handled in the Service order job. The value entered here will be copied to the job header in order entry. See Enter a service order and add a job and lines for more information.
Code Description Additional information 1 Mandatory Both item and serial number must be entered. Note: The mandatory check is done in the Service order close; otherwise a warning message is displayed. 2 Serial number optional Serial number may be left blank until the job is closed. 3 Optional Both item and serial number may be left blank.
- Measurem mandatory
- Indicate if it should be mandatory to enter measurement data for an object on the service order. Measurement data is mandatory in the Service order close, if it is defined mandatory both here and in the Item file. Note: If Object handling above is not defined with the value of 1 (Mandatory), then this field must be set to NO.
- Allow multiple obj
- Indicate if different objects are allowed within the same service order.
- Cust/object control
- Indicate if it should be allowed to enter a service object that belongs to another customer than the customer on the order during service job creation. If you set this field to YES, then Object handling above must be defined with the value of 1 (Mandatory).
- Service job priority
- The value entered here gives a priority to the service orders that are created. Valid entries are 1-9 where 1 represents the highest priority.
- Checklist control
- Indicate if a checklist control is required for service objects on the service order. If YES, assigned checklists to the service object must be handled during the close of a service job. See About checklist reporting for service jobs for more information.
- Normal hours
- Indicate if only normal work hours should be considered when planning engineer service time. If you set this field to YES, work is only allowed on working days within normal hours. If it is set to NO, work is allowed on holidays and any time during the day.
- Update planning
- Indicate if the service order should be updated to the Service planning file during the job order creation.
- Debit code
- Enter a code from the Debit code table. The code entered in this field will be defaulted to the Service order job. From the job, the debit code is defaulted to the service order lines, but can be changed. Order lines with a debit code are considered as being internal. This means that the debtor and the invoice customer on the invoice(s) generated for the order lines will be the internal customer defined for the debit code in the Debit code table. Internal invoices are normally not sent to the customer. However, the bookkeeping transactions that are generated through the invoicing are created so that you may correctly book the company’s costs that arised when the object was serviced. See Enter a service order and add a job and lines for more information.