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  11. Close a service order

Close a service order

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The following instructions describe:

  • How to close individual job lines prior to closing the service order job.
  • How to enter user-definable service codes prior to closing the service order job.
  • How to close the service order job.

These should only be carried out when all material is used and the time reporting for the service order (or part of it) has been completed. All service orders must go through the service order close routine in order to be released for invoicing. Upon closing, the service order (or part of it) will automatically be ready for invoicing.

Note: Once the service order job has been closed, no changes can be done for the job.

  1. Select the Work with service orders menu item.
  2. You access Work with service orders, Header view. Select the service order job you want to close and click Jobs/Agr lines.
  3. You access Work with service orders, Service order jobs. Select the applicable job and click Close.
  4. You access Work with service orders, Job close.

    5. Close one line
    To close an individual order line select the applicable line and click Close individual line. On Service order line close, click OK to confirm. Note: New order lines are created from Time transaction events if no lines exist with the same service item/engineer/debit code combination.

    Close a whole job
    To close all lines for a job click Close all lines. Note: Prior to doing the final close of the service order job, you will access Work with service orders, Checklist reporting IF the service job allows checklist handling and all the conditions are met. You report all values and those flagged as mandatory must be met before a service job can be closed. See About checklist reporting for service jobs and Report checklist values for service jobs for more information.

  5. You access the final Job close panel. This panel is only displayed once, and that is when all lines for a job have been closed. On this panel you maintain information that needs to be completed before you can close the job.
    6. Service codes
    The lead text displayed for the service code related fields depends on the text defined for the corresponding service code in the Service codes table. They are mandatory if they are defined as mandatory in the Sales order type table and must be completed when the service order job is closed. Enter the applicable service code from the user-definable Service code 1-4 table. For more information about the service codes, refer to the Panel help.

    The following field is only mandatory if Measurem mandatory has been defined as mandatory in the Sales order type table and in the Item file:

    Meas read
    Enter the measurements or data quantities that have been collected for this order.
    Note: When a new reading is entered, the previous one is saved in the Measurement history file. You can manually maintain reporting and invoicing information and make available history controls and calculations through the Work with service objects, Work with measurement history menu item.

    The following field is mandatory:

    SVC time
    Enter the service date and time. Note: This information may have been updated from Time transactions.

    Click OK and exit the routine.

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