Service order lines are associated with a specific SRO and define which unit or item is going to be serviced. On the Service Order Lines form, you can create, update, and delete SRO lines. On the Service Order Lines form, specify this information for each line:
SRO
Select or specify the SRO number.
Description
A description of the SRO is displayed.
Customer
The customer number and description associated with the SRO are displayed.
Ship To
The customer ship to location and a description are displayed.
Status
The status of the SRO is displayed. These are possible status options:
Partial Billing
This check box determines whether the SRO Invoice Print/Post program bills an SRO or SRO transactions with a status of bill hold. If the check box is selected at the header level, the program ignores the entire SRO. If the check box is cleared at the transaction level, only the transaction is ignored and all other transactions not on hold are still invoiced.
NOTE: A default value for new SROs can be set on the service order tab of the Service Parameters form.
Line
The number assigned to the SRO line is displayed. Every item entered for a SRO requires a unique number. When adding lines to a SRO, the next available number is automatically populated if a specific value is not assigned.
Status
The current status of the SRO line is displayed. New lines have a default status of open.
Line Type
The type of the SRO line is displayed. Valid options are:
Unit
Select the unit for the SRO line. The unit is the complete material composition, including all sub-components, replacement parts, and or add-ons. The unit ID may or may not be the serial number of the unit.
Qty
Select the quantity for the line. The default value is one when a unit is selected. The value can only be updated when there is no unit number.
Inspection Type
Select an inspection type for the line. The combination of the SRO Line item and inspection type determines the inspection tasks that are assigned to the SRO line.
NOTE: After an inspection task has been measured, it cannot be changed on the SRO line. The measured values must be reset in order to associate the SRO line to a new inspection type.
Initial Failed Inspections
The number of failed inspections for the SRO line is displayed.
Adjusted Failed Inspections
The number of adjusted inspections for the SRO line is displayed.
Item
Select the item for the SRO line. If there is a unit specified for the line, then the item in stock that is associated with that unit number is displayed.
U/M
Select the unit of measure for the line. The default value is based on the unit or item selected.
Customer Item
Select a customer item. When you select an item, if a value has not yet been selected in the Item field and only one item exists for the Customer-Customer Item combination, the Item field displays that item. If more than one item exists, you must select the item you want.
Conversely, when you enter an Item, if a value has not yet been entered in the Customer Item field and only one customer item exists for the Customer-Item combination, the Customer Item field displays that Customer Item. If more than one Customer Item exists, you may select the customer item you want.
NOTE: A Customer Item number is not required.
Description
Specify a description for the line. The default is the description of the selected unit or item, but this value may be overwritten.
Contract
If the SRO line is tied to a service contract, it is displayed. The invoicing and billing are handled through the contract.
Line
If the SRO line is tied to a service contract line, it is displayed. The invoicing and billing are handled through the contract.
Source
Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank, the system creates a new record of the source type specified when the cross reference is performed.
Source Button
Click this button to perform the cross reference. If the values for the three reference fields are blank, clicking the button sets them. If the three fields have been populated, the button accesses the appropriate form based on the source/destination type selected.
SRO Type
The type of the SRO is displayed. The available selections are set up and maintained through the SRO Types form.
Lead Partner
The partner responsible for the SRO is displayed.
Incident
If the SRO was created from cross-referencing an incident, the incident number is displayed.
Exchange Date
Select the calendar date on which the exchange will take place. This date is used in conjunction with the advanced exchange SRO type.
Due Date
Select the date on which the work is due.
Last Ship Date
The date that the last time the line item or a subcomponent of the line item was shipped is displayed.
Department
Select the department to associate with the SRO line.
To Be Scheduled
Select this check box to include the current incident or SRO in the scheduling process for partner assignment. If selected, the incident or SRO is displayed in the To Be Scheduled grid on the Service Schedules form. If unchecked, the incident or SRO can still be manually scheduled, but is not automatically on the Service Schedules form.
Awaiting Parts
Select this check box if the incident or SRO is dependent on material which is yet to be received. Whether this field is enabled is set by the Parts Fulfillment mode assigned on the Service Parameters form.
Qty Shipped
The number of items or units that have been shipped is displayed.
Qty Issued
The number of items or units that have been issued is displayed.
Qty Returned
The number of items or units that have been returned is displayed.
Product Code
The product code is displayed. The product code contains all of the General Ledger accounts that are be used for posting material, labor, and miscellaneous expenses to a SRO. The product code also contains the accounts that are used by the SRO Invoicing program for posting Cost of Goods Sold and Revenue amounts.
Price Code
The price code that was set up at the customer level is displayed.
Meter Amt
Specify the amount that has been recorded for the unit. For example, this value may be miles, impressions, clicks, and so on.
Meter Date
Select the date the meter reading is taken.
Billing Type
Unless you are copying from a template, the billing type will be the default value associated with the SRO type. If there is not a SRO type, the default value comes from the Service Parameters form. Billing types can be one of these:
Bill Status
The current state of billing for a SRO is displayed.
Billing Code
The billing code assigned to the SRO type is displayed. The billing code is the type of method used to determine the amount to be billed for SRO material and labor transactions. These are the possible billing codes:
Material, Labor, Miscellaneous Acct Location
This field shows whether the accounts used for material, labor, and miscellaneous transactions are assigned at the operation or transaction level. The default settings from the SRO type are used.
Use Planned Pricing
Select this check box to use planned pricing as opposed to the normal pricing matrix.
Accumulate WIP
Select this check box if costs issued to the SRO are to be stored in WIP accounts.
Total Price
The running total of price for the SRO, SRO line, or SRO operation excluding freight, miscellaneous, and tax charges is displayed.
Total Billed
The running total of invoiced charges for the SRO, SRO line, or SRO operation is displayed.
Material Cost
The running total of material costs issued to the SRO, SRO line, SRO operation, or SRO transaction is displayed.
Labor Cost
The running total of labor costs issued to the SRO, SRO line, or SRO transaction is displayed.
Misc Cost
The running total of miscellaneous costs issued to the SRO, SRO line, SRO operation, or SRO transaction is displayed.
Total Cost
The accumulated total cost amount for the SRO line or SRO operation is displayed.
Show Labels
Select this check box to include labels in the Inspections tree.
Show Measured Value
Select this check box to include the measured value in the Inspections tree.
Show Items By
Use these buttons on the form as described here:
Using SROs to Track Service Requests, Transactions, and Billing