Use service order templates to specify the type of work an SRO represents. You can build templates for handling different types of service calls. The templates include all the tools required to service a particular item. When a SRO is created by copying from a template, the information on the Service Order Templates form provides the default values for the SRO.
Follow these steps to set up a template using the Service Order Templates form:
SRO
Select the unique alphanumeric used to identify the SRO.
Incident
Select the incident number. In some cases, the incident number is displayed.
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.
Bill Manager
SRO Type
Select the type of the service request order. These types are set up and maintained on the Service Order Types form.
Lead Partner
Select the partner responsible for the SRO.
Warehouse
Select the default warehouse to use for the SRO.
Department
Select the department out of which the partner works.
Destination
Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank the system will create a new record of the destination type specified when the cross reference is performed.
Include Demand
Select this check box to include the material used for the SRO in inventory calculations.
These service order material transaction types are considered in the calculation:
Note: This applies to actual, planned, and line material transactions at time of posting.
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.
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.
Region
When a new SRO record is created, the region defaults based on the region assigned to the selected service customer. If a line is added to the SRO for a unit with a region specified, then the region on the service order will be changed to match that of the unit.
Remote ID
Specify the ID for the item at the remote site (may be different than the ID for the same item at the local site). Leave this field blank if the item ID is the same at both sites.
Projected Date
Select the date that you expect the service order to be completed.
Get CTP Button
Click this button to estimate the date by which your resources can actually complete the order, considering their availability.
End Date
The date and time that work was completed is displayed.
Priority Code
Select the priority code for the service order.
Working Status
Specify a user-defined name to signify the service status code.
History Button
Click this button to launch the Service Order Working Status History form.
Shift ID
Select a valid shift from the drop-down list. The resource will be available for work during the intervals specified on this shift. You can set up shift intervals on the Scheduling Shifts form.
If you do not assign a shift to the resource, the resource is considered available 24 hours per day, 7 days per week.
Duration
Specify the length of down time for the maintenance.
Schedule Down Time
Select this check box to schedule down time when creating SROs of this type.
Freight
Specify the amount of freight charges to be invoiced.
Currency
The type of currency to be used for the SRO is displayed. The default value is based on the SRO customer. The values are set up and maintained using the Currency Codes form.
Misc Charges
Specify any miscellaneous charges associated with the SRO.
Discount Fields
Specify the discount percentage to be given if payment is made by the discount date.
Total Price
The running total of price for the SRO, SRO Line, or SRO Operation excluding freight, miscellaneous, and tax charges is displayed.
Total Cost
The accumulated total cost amount for the SRO Line or SRO Operation is displayed.
Sales Amount
Specify the base total to be charged (minus additional fees such as taxes, freight, surcharges etc.)
Auto Close SRO After Invoicing
Select this check box to set the SRO status to "Closed" when invoicing is complete (regardless of the Close Date value).
NOTE: If this field is not checked, manually populating the "Close Date" field of the SRO will cause it to close after invoicing.
The Service Order field value will default from the Template if created via SRO Template and if not, from the Service Parameters.
SRO Invoice Listing Button
Click this button to launch the Service Order Invoice Listing form.
Set Oper Stat to Invoice Button
Click this button to set the service order operation status to invoice.
SRO To Be Invoiced Report Button
Click this button to launch the Service Order To Be Invoiced Report, filtered for the current SRO.
SRO Invoicing Button
Click this button to launch the Service Order Invoicing form, filtered for the current SRO.
Credit Hold
Select this check box to put the SRO customer on credit hold. If selected, no invoicing is allowed for that SRO.
Reason
Select the reason for the credit hold. This value is required to execute the credit hold. The selections available are set up and maintained through the Credit Hold Reason Codes form.
Credit Hold Date
Select the date that the SRO was placed on credit hold. The current system date is used by default upon checking the Credit Hold field.
User
Select the user that placed the SRO on credit hold. The current user name is used when Credit Hold is selected.
Total Deposit Required
Specify the total amount of down payment required from the customer.
Deposit Received
The accumulated deposit amount received from the customer is displayed.
Deposit Due
The amount outstanding for the total deposit on the SRO is displayed.
Deposit Required
Select this check box to prevent any material, labor, or miscellaneous transactions from being posted to the SRO until the deposit due is equal to zero.
Deposit Applied
The deposit amount that has been applied to the SRO is displayed.
Deposit Remaining
The outstanding deposit amount for the SRO is displayed.
Deposit Expiration
Select the date that the customer deposit needs to be received by.
Apply Open Deposits
Select this check box to apply deposits from the customer that are not directly tied to a particular SRO or to the current SRO.
Deposits Button
Click this button to launch the Order Deposits form.
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:
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.
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.
Accumulate 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.
Extend Qty On Matl Trans
Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity is 2 on the transaction and I'm on the Service Order Quick Create form and I put in the quantity of 5. If the flag is checked, then the transaction would end up with a quantity of 10 (5x2). Without the extend quantity flag, the transaction would copy in as 2 since that's what it was originally.
Extend Qty On Labor Trans
Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity is 2 on the transaction and I'm on the Service Order Quick Create form and I put in the quantity of 5. If the flag is checked, then the transaction would end up with a quantity of 10 (5x2). Without the extend quantity flag, the transaction would copy in as 2 since that's what it was originally.
Extend Qty On Misc Trans
Use this check box to multiply out transaction quantities by the quantity being copied or created for a SRO. For example, the quantity is 2 on the transaction and I'm on the Service Order Quick Create form and I put in the quantity of 5. If the flag is checked, then the transaction would end up with a quantity of 10 (5x2). Without the extend quantity flag, the transaction would copy in as 2 since that's what it was originally.
Transactions Button
Click this button to launch the Service Order Transactions form.
Lines Button
Click this button to launch the Service Order Lines form.
Operations Button
Click this button to launch the Service Order Operations form.
The grids show line and operation information for the SRO.
Specify this information on the Notes tab:
Subject
Specify a brief summary of the note record.
The subject grid shows all the existing note records for the SRO. Clicking the left side of the grid area below any existing note adds the next sequence number and allows for entry of an additional note record defaulting with the information described above.
Internal
Select this check box to specify that the notes are internal.
Notes
Specify any notes pertaining to the currently selected record.
This button is displayed only if all of these requirements are met:
Using SROs to Track Service Requests, Transactions, and Billing