Related topics
From this panel you define all the jobs that should be performed for a service order or a sales quotation. Note: If the service order job is closed, you will only be able to view the information.
Options
| Lines | Select this option to work with order lines. Note: If the service order job is closed or in error, you will only be able to view the order lines. |
| Close | Note: This option is not allowed for a sales quotation job. Select this option to close the service job. Note: The option is only allowed if the order status is 40 or 45, and if the job is not in error. |
| Job text | Select this option to enter text for the job. Note: If the service order job is in error, you will only be able to view entered job text. |
| Action text | Select this option to enter action text. Note: If the service order job is in error, you will only be able to view entered action text. |
| Charge method | Select this option to change the charge method for a job. Note: If the service order job is closed or in error, you will only be able to view the defined charge method. |
| Change debit code | Select this option to add or change a debit code for a line. Note: If the service order job is closed or in error, this option is not allowed. |
| Return | Note: This option is not allowed for a sales quotation job. Select this option to access the Service order part return panel, where items not used can be returned. Note: The option is only allowed:
|
| Time texts | Select this option to view time transaction text for an engineer. |
| Time transactions | Note: This option is not allowed for a sales quotation job. Select this option to update time transactions for the service order job. Note: If the service order job is closed, you will only be able to view entered time transactions. This option is not allowed if the job is in error. |
Function keys
| Shift text | Toggle between viewing the job text and the action text for the selected job. |
| Address | Access the Work with service orders, Order addresses panel. |
| Order header | Access the order header. |
- Customer
- Displays the customer code and description.
- Order value / Quote val
- Displays the total value of the order lines, after deduction of order header discount, and including VAT (if applicable). Free-of-charge order lines are not included. Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed. Only the display value will be truncated, the full amount will be correctly updated to the database.
If in quotation mode, displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Order type
- Displays the order type used on the order.
- Order number / Quote number
- Displays the order number of the transaction.
If in quotation mode, displays the quotation number.
- Credit limit
- Indicates the debtor’s credit limit (in system currency).
- Balance
- Indicates your customer’s total sales order/quotation balance (in system currency).
Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.
The total balance is calculated as follows:
+ A/R – A/P balance
+ Invoiced not transf
+ Open orders
– Received payments
= Total balanceThis field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.
Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.
Note: Only the displayed value will be truncated, the full amount will be correctly updated to the database.
- Ec
- This column displays a code denoting that an error exists for the order and where the error was found.
Code Description L Error was found on line level. H Error was found on header level. A Error was found on address level. J Error was found on service job level.
- Job
- This column displays the job number of the order.
- Item
- This column displays the object (item) to be serviced.
- Serial number
- This column displays the serial number of the item to be serviced.
- Pty
- This column displays the job priority retrieved from the Sales order type table. Valid codes are 1-9, where 1 is the highest priority.
- Req date
- This column displays the required service date for the job.
- Req time
- This column displays the required service time for the job.
Work with service orders or Sales quotations, Service order job header or Service quotation job header (SOR35004)
On this panel you can add, maintain and view service order job information.
Function keys
| Recommended kit | Access the Recommended kit enquiry program. |
- Customer
- Displays the customer code and description.
- Order value / Quote value
- Indicates the total value of the order lines, after deduction of order header discount, and including VAT (if applicable). Free-of-charge order lines are not included. Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed. Only the display value will be truncated, the full amount will be correctly updated to the database.
If in quotation mode, displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Order type
- Displays the order type used on the order.
- Order number/Quote number
- Indicates the order number or the transaction.
If in quotation mode, displays the quotation number.
- Credit limit
- Indicates the debtor’s credit limit (in system currency).
- Balance
- Indicates your customer’s total sales order/quotation balance (in system currency).
Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.
The total balance is calculated as follows:
+ A/R – A/P balance
+ Invoiced not transf
+ Open orders
– Received payments
= Total balanceThis field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.
Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.
Note: Only the displayed value will be truncated, the full amount will be correctly updated to the database.
- Job
- If you are adding a new job the next available job number will be automatically retrieved, but can be changed. Otherwise, displays a job number within the order.
- Object handling
- Indicates how the service object should be handled in the Service order job.
Code Description Additional information 1 Mandatory Both item and serial number must be entered. Note: The mandatory check is done in 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.
- Object
- Enter the object (item) to be serviced (from the Service object file), together with the serial number. You are allowed to leave these fields blank even if Object handling on this panel is set to either 1 or 2, but the information will be required when you are closing the job. Note: If part of the order job (one or more lines) is closed, then the object cannot be changed. Several jobs can be entered on one service order, but if the Allow multiple obj field in the Sales order type table is set to NO, then the object has to be the same for all jobs. Note: If Cust/object control is set to NO for the service order type, then you are allowed to enter a service object that belongs to another customer than the one on the order.
- Location
- Indicates the location of the object (if one is defined in the Service object file). Both the location description and the first address line are displayed.
- Meas read
- Indicates the measurement type(s). This value is retrieved from the Item file for the object. The lead text can display up to four measurement types and for each of the types one input field is also displayed. Enter the measurement readings for the applicable measurement type. If the Measurem mandatory field in the Sales order type table is set to YES and the measurement type information is defined as mandatory in the Item file, measurement readings must be defined when the job is closed.
- Job priority
- Displays a priority code from the Sales order type table indicating the priority of the job, but can be changed. Valid codes are 1-9, where 1 is the highest priority.
- Agreement
- Enter the agreement to which the object is connected in the Agreement file (if an agreement is valid, i.e. has not expired). Note: The requested service date, the Req SVC time field on this panel, must be within the start and end dates defined for the agreement. Note: If a value has been entered in this field then the Warr type parameter must be blank.
- Req SVC time
- Mandatory entries. Enter the Requested service date and time required by the customer. The date field is defaulted with today’s date.
- Service code 1
- Calling time
- Enter the Calling date and time when the customer contacted your company requiring service of the object. The date field is defaulted with today’s date and the time field with the time when the order was created. Both values can be changed.
- Service code 2
- SVC time
- This field is automatically updated when time transactions are entered for this order in the Work with time transactions routine. The date and time will be retrieved from the first time transaction entered when the job is closed. If no time transactions were entered, or if you want to change the service time, enter Service date and time when the service job was performed. Note: This field has to be completed when the service job is closed.
- Service code 3
- Resp time
- This field only applies for agreement orders. The response time indicates within which time span your company has promised to reply the customer which is defined for the object in the Agreement file.
- Service code 4
- Compl time
- This field only applies for agreement orders. The completion time indicates within which time span your company has promised to complete the servicing of the object which is defined in the Agreement file.
- Debit code
- The debit code which is retrieved from the Debit code table indicates that the order line is internal. The code is retrieved from the Sales order type table, but can be changed. The code entered in this field will be defaulted to all order lines entered on the service order job. If an order line is internal 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 normally are 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 arose when the object was serviced.
- Warr type
- Indicates the warranty type that the object is connected to in the Service object file (if any warranty is currently being valid). Enter a code from the Warranty type table. Note: The warranty type entered has to be defined for the object in the Service object file. In addition, the requested service time has to be within the start and end date defined for the warranty.
- Engineer
- Enter a code from the Service engineer table, indicating the engineer responsible for this job. The engineer entered will be defaulted on the service order lines and can be considered as the main engineer for the service job.
- Rec kit
- Enter a code from the Recommended kit table, indicating the spare parts (items) to be created on order lines on this order. One order line will be created on this service order for each of the items defined in the kit. Note: If the object is not assigned to a recommended kit (any kit), a warning message will be displayed.
When clicking OK on this panel, the order lines will be automatically created. If any errors exist on the order lines, or if information is missing, the system will prompt the Order line, main info panel, requiring you to define/change the information.
The quantities defined for the spare parts included in the recommended kit, will be copied to the Recommended quantity field on the service order line. This recommended quantity will be suggested as the quantity to charge, if fixed prices are used as the charge method on the service order line. However, the quantity to charge can be changed when the service order job is closed.
- Est job val
- The estimated job value, in system currency, is automatically calculated when service order lines are created from a recommended kit (defined on this panel). If no recommended kit is entered on this panel, this field has to be completed if the order is defined for credit check. Enter the estimated value, in system currency, for the job. This includes the prices of the items (spare parts, labour, mileage allowance, etc.) used for the job. The value is only used to check if the service order should be held because the credit limit has been exceeded.
If automatically calculated from the recommended kit, this value is the total value of the order lines (items in the recommended kit), after deduction of any order header discount and line discount, and including any VAT.
When copying a service order or service invoice, the value is calculated from the order lines selected to copy. When copying a service quotation (where the estimated job value is zero), the value of all lines are summarised and calculated as stated above.
Work with service orders or sales quotations, Job deletion (SOR35008)
Charge method update (SOR35011)
In this window you can change the charge methods of the job, including all the order lines, which are not closed, defined for the job. If the job is closed, this window is displayed in display mode. Note: The charge methods can be changed for each individual order line on the Job close/Line maintenance panel.
- Job
- Indicates the service order job number for which you are doing changes.
Charge method
- Fixed price parts
- Indicates if recommended or actual quantity is to be used as the invoicing quantity for spare parts. The value is retrieved from the Sales order type table, but can be changed. If set to YES, the recommended quantity will be suggested as the quantity to invoice. If set to NO, the actual quantity will be suggested as the quantity to invoice.
- Fixed price svc item
- Indicates if recommended or actual quantity is to be used as the invoicing quantity for service items. The value is retrieved from the Sales order type table, but can be changed. If set to YES, the recommended quantity will be suggested as the quantity to invoice. If set to NO, the actual quantity will be suggested as the quantity to invoice.
Order line debit code update (SOR35012)
In this window you can change the debit code of the whole job, including all the order lines defined for the job. All order lines for which a debit code is defined, will be considered as being internal. This means that the debtor and invoice customer on the invoice generated from the order lines will be the internal customer defined for the debit code in the Debit code table.
- Job
- Indicates the service order job number for which you are performing updates.
- 1. Change all fields with debit code
- Enter a code from the Debit code table, indicating the debit code you want to change. All service order lines with this debit code are changed to the debit code defined in the to debit code field.
- to debit code
- Enter a code from the Debit code table, indicating the debit code that should exchange the debit code entered in the Change all lines with debit code field. All order lines defined with the debit code entered in the Change all lines with debit code field will be changed to the debit code entered in this field.
- 2. Change all lines to debit code
- Enter a code from the Debit code table, indicating the debit code that should update all order lines.