When service work requires materials, labor, or other miscellaneous expenses, a Service Request Order (SRO) must be created. The SRO is used to track the expenses and to invoice the customer for any non-warranty related items. The SRO contains lines and operations that allow for many different types of service calls. For example, an SRO for a large item might have only one line item with multiple operations. Service orders on smaller items might have multiple line items with only a few operations.
The structure of an SRO contains these elements:
This diagram shows a typical flow that could be used to add a Service Request Order (SROs) and then track it as service is performed and then billed to the customer.
Setting Up the System for Service Request Orders (SROs)