Service Order

Service Order

Service Order

Issues and receipts in the Service module must be balanced, i.e. if an item is received to the service warehouse, it must eventually be issued.

The Service module covers procedures concerning repairs or replacement of items under warrrany, and determining whether an items was bought (directly or indirectly) from us and with which document. If the item has a serial number, its movement can be tracked in detail.

A variant of this process is when services are billed, for example:

• if the warranty is void due to improer use;
• if the customer wants a new component in the returned item;
• if the customer orders billable services.

In such cases, the usual tasks are:

• receive and issue via the service warehouse only items or services that are not billable;
• issue from the main warehouse only items or services that are sold; this way, inter-warehouse transfers of non-service items can be avoided.

Another possible use of service orders are maintenance agreements. In such cases, service orders can be used:

• to track hours spent on maintenance;
• to track the quantity and value of billable items issued and servces provided.

The service order is a combination of three document, with the received customer claim being the primary one. The document number of the received customer claim is also the number of the service order. General settings for service order documents are set in Document Types | Goods Service Order. Service order documents are in fact not document types of their own, but all receiving document types that have Service - Customer in the Receiving box selected. One such document type is predefined.

The three documents that make up a service order are:

• received customer claim which is used to receive items to service (see also received customer claim),
• returned customer claim which is used to return items to customers (see also returned claim to customer),
• billable issues which are used to charge customers for goods and services provided as part of service procedures (see also Issuing goods with a document).

The wizard provides some additional functions.

Related topics:

• Types of service operations
• Entering service orders