Create Claim
The Create Claim tab enables you to create an Issue to customer document directly on the Service Order form.
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WARNING
Create Claim tab is visible on the service order form, if the option Create Claim is enabled in the Service Order document type.
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The data on the tabs changes when the order is created.
This tab allows you to create new or link existing issue to customer.
| Document Type |
Select the document type for creating the issue claim to the customer. |
| Packing Slip Date |
Enter a date of a packing slip to be displayed on created document. |
| Invoice Date |
Enter a invoice date to be displayed on created document. |
| VAT Date |
Enter a VAT date to be displayed on created document. |
| Create Doc. |
By clicking this button, a new document is created in the Issue to Customer with the document type selected in the Document type field. |
| Link to document |
Select an existing Issue to Customer document from the menu. |
| Link |
By clicking this button, the existing Issue to Customer document selected in Link to document field is linked and displayed in the tab. The order link is also recorded on the Links – Movements panel.
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After the issue document is created or linked, the lines of the Issue to Customer document are displayed.
