Overview of service orders
Introduction
This screen allows you to create or edit service orders under the E-Service contract. Service orders are created when orders are received from customers. In this screen, all the created service orders are displayed, unless the service orders are completed. From this overview, you can:
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create and edit notes
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view and/or add attachments to the selected service order
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view the debtor card of the customer
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change the fulfillment date of the selected service orders
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create duplicate copies of service orders
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view the log based on the changes made to the selected service order
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delete the selected service orders
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create service orders or,
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modify existing service orders.
Menu path
Service ➔ Entries ➔ Service orders
Fields
You can filter the service orders that you want to display by entering your search criteria and clicking Search. The service orders that match the search criteria you have defined are then displayed. A list of options appears if you click 
in the Service order, Ordered by, Invoice to, and Service at fields. From the list, make your selection and click Select.
Note: It is possible that not all the columns in the example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Search
Click this to search for entries based on the defined criteria.
Clear
Click this to clear the defined criteria.
Number of rows
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Previous
Click this to return to the previous page of entries.
Next
Click this to display the next page of entries.
Warehouse
Select the warehouse of the service orders to be displayed. You can also search for all warehouses by selecting the All check box. By default, All is displayed.
Note: This field is available only if you have E-Warehouse Management included in your license.
SO date
This is the service order date. Type or select the date or range of dates when the service orders were created to search for service orders with the selected date. You can also select the All check box to search for service orders with any service order date. By default, the from date displays five days before the current date and the to field displays the current date.
Note: Typing or selecting only the start date will display service orders that are created on or after the selected date. Typing or selecting only the end date will display service orders that are created on and before the selected date.
Service order
Type or select the service order to be displayed.
Ordered by
Type or select the ID or name of the debtor who placed the service order to search for service orders with the selected ordered by debtor.
Advanced/Simple
Click Advanced to expand the search criteria. You will see Invoice to, Your ref., and Service at.
Click Simple to hide the search criteria.
Invoice to
Type or select the ID or name of the debtor who will be receiving the invoice to search for service orders with the selected invoice to debtor.
Service at
Type or select the ID or name of the debtor who will be receiving the service order to search for service orders with the selected service debtor.
Your ref.
Type the debtor’s reference number to search for service orders with the selected reference number.
Buttons
Note
Click this to type a new note or to view the notes that are recorded for the service order. For more information, see Creating and maintaining notes.
Note: This button is enabled only if a service order is selected.
Attachment
Click this to attach a new document or to view the documents that are attached to the service order. For more information, see Overview of attached documents.
Note: This button is enabled only if a service order is selected.
Card
Click this to view the debtor’s transactions. For more information, see Viewing debtor card.
Change
Click this to change the fulfillment date of the service order. For more information, see Changing fulfillment and receiving date for orders.
Note: This button is enabled only if a service order is selected.
Copy
Click this to copy the details of an existing service order to a new service order. For more information, see Overview of service order history.
Logbook
Click this to view the changes that have been made to the service order.
Note: This button is enabled only if you have selected the Logbook check box in the Entry section at System ➔ General ➔ Settings, and then clicked Order settings, and the button is enabled only if a service order is selected.
Delete
Click this to delete the service order. A message "Delete the data selected?" will then be displayed. Click Yes to delete the service order, or No to exit.
Note: A service order which is already authorized, printed, invoiced, or realized cannot be deleted. Once a service order is deleted, it cannot be recovered. This button is enabled only if a service order is selected.
Open
Click this to view or edit the service order. For more information, see Creating and maintaining service orders.
Note: This button is enabled only if a service order is selected.
New
Click this to create a new service order. For more information, see Creating and maintaining service orders.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
16.789.856 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
390 |
Attachment: |
|
| Disclaimer |