Use the Service Order Operations form to create, update, and delete SRO operations. You can use operations to define the steps involved with performing the service on the unit or item defined on the SRO line.
On the Service Order Operations form, specifying the following information for each new operation:
SRO
Select the unique alphanumeric used to identify the SRO.
Description
A brief description for the SRO is displayed.
Customer
Select the customer.
Ship To
The Customer Ship To location is displayed.
Status
Select the current status of the SRO line. The default status is Open upon creation.
Partial Billing
Select this check box if you want the SRO Invoice Print/Post program to bill an SRO or SRO transaction with a status of bill hold. If the check box is selected at the header level, the system ignores the entire SRO. If the check box is selected at the transaction level, only the transaction is ignored and all other transactions not on hold are invoiced.
NOTE: A default value for new SROs can be set on the Service Order tab of the Service Parameters form.
Line
Select the number assigned to the SRO line.
Unit
A unit is a complete material composition, including all subcomponents, replacement parts, and/or add-ons. Each unit is identified with a unique alphanumeric ID. This ID can be the serial number of the unit, but it does not have to be the serial number. If it is a serial number, that number does not have to exist in the Serial Numbers form. This allows you to service units that you did not manufacture.
Status
The status of the SRO line is displayed.
Item
The item number is displayed.
Quantity
Specify 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.
U/M
Select the unit of measure for the line. The default value is based on the unit or item selected.
Oper#
The operation number associated with the SRO line is displayed.
Operation Code
Select the operation code for the SRO. This code indicates what type of work the operation represents. The codes are set up and maintained on the Service Operation Codes form.
Description
Specify a brief explanation of the SRO operation.
Status
Select the current status of the SRO operation:
Open Date
The date and time that the SRO or SRO operation was opened is displayed. The current system time upon starting a new SRO or line is used as the default time.
Close Date
Select the date and time that the SRO or SRO line was closed. The field will default in the current system time upon closure of the SRO or line.
Start Date
The date of entry into the system or when work commenced on the associated task is displayed.
End Date
The date and time that work was completed is displayed.
Planned Transaction Required
Select this check box if a planned transaction must exist before the line or operation can be invoiced.
NOTE: A default value for new SROs can be set on the Service Order tab of the Service Parameters form.
To Be Scheduled
Select this check box to indicate that the current incident or SRO is to be included in the scheduling process for partner assignment. If selected, the incident or SRO is displayed on the Service Schedules form when you do select a task and click All To Be Scheduled. If cleared, the incident or SRO can still be manually scheduled but is not automatically displayed on the Service Schedules form.
Awaiting Parts
Select this check box is the Incident or SRO is dependent on material that is yet to be received. Whether this field is enabled or disabled to the user is controlled by the Parts Fulfillment mode assigned at the Service Parameters level.
Approver
Select a partner to inspect and approve service order labor and/or material transactions.
Sign Off
Sign Off Date
Product Code
Select the product code for the SRO. This code contains all of the General Ledger Accounts that are 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.
NOTE: A default value for new SROs can be set on the Service Order tab of the Service Parameters form.
Warehouse
Select the default warehouse to use for the SRO.
Price Code
Select the price code.
Lead Partner
Select the partner responsible for the SRO.
Department
Select the department out of which the partner works.
Duration
The sum of the total time remaining for work to be performed on the service order is displayed. The calculation is based on the accumulation of the Hours Worked values for any planned labor transactions associated with the SRO operation.
Calculate Button
Click this button to assign the duration field based on the accumulation of the Hours Worked values for any planned labor transactions associated with the service order operation.
Estimated Time Remaining
Specify the estimated time remaining for work to be performed.
Billing Type
The billing type determines the total price for a service request order. Specify the billing type at the line or operation level of the SRO. A default value for billing type can be set on the Service Parameters form. Select one of these options:
Bill Status
The current state of billing for a SRO is displayed.
Material Account Location
Specify whether the accounts used for material will be assigned at the operation or transaction level.
NOTE: A default value for new SROs can be set on the service order tab of the Service Parameters form.
Labor Account Location
Specify whether the accounts used for labor will be assigned at the operation or transaction level.
NOTE: A default value for new SROs can be set on the service order tab of the Service Parameters form.
Misc Account Location
Specify whether the accounts used for miscellaneous issues will be assigned at the operation or transaction level.
NOTE: A default value for new SROs can be set on the service order tab of the Service Parameters form.
Bill Hold
Select this check box to put the service order operation or transaction on billing hold.
Accum Wip
Select this check box to store costs issued to the SRO in WIP accounts.
NOTE: A default value for new SROs can be set on the Service Order tab of the Service Parameters form.
Use Planned Pricing
Select this check box to use planned pricing instead of pricing based on partner, codes, and customer.
NOTE: A default value for new SROs can be set on the service order tab of the Service Parameters form.
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.
Miscellaneous 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.
Tax Code
Select the tax code, which represents how the sales tax is calculated. Selections are set up and maintained through the Tax Codes form.
Specify this information on the Reasons tab:
General Reason
Select the general code to represent why the incident is being logged. The general reason codes are maintained through the Service Reasons form.
Specific Reason
Select the specific code to represent why the incident is being logged. The specific reason codes are maintained on the Service Reasons form.
General Resolution
Select the general code to represent why the incident is being closed. The general resolution codes are maintained through the Service Resolutions form.
Specific Resolution
Select the specific code to represent why the incident is being closed. The specific resolution codes are maintained through the Service Resolutions form.
Reason Notes
Specify any additional explanations of service or incident reasons.
Resolution Notes
Specify any additional explanation for service resolutions.
General Activities Button
Click this button to launch the Service Activities modal form to show or record actions that have been or need to be taken to resolve the incident.
Specific Activities Button
Click this button to launch the Activities modal form to show or record actions that have been or need to be taken to resolve the incident or service order.
Specify this information on the Cust Ovrd tab:
Bill Customer Override
Optionally, select a different customer to bill for the operation than the one specified at the SRO header level.
Use these buttons on the form as described here:
Click SROs to launch the Service Orders form, filtered for the current SRO.
Click SRO Lines to launch the Service Order Lines form, filtered for the current SRO.
Click SRO Transactions to launch the Service Order Transactions form, filtered for the current SRO.
Click Copy Transactions to launch the Service Order Quick Create utility.
Using SROs to Track Service Requests, Transactions, and Billing