Exact Globe+

Overview of service orders to be realised

Menu path

Service ➔ Entries ➔ Realizations

Introduction

Once the service items in the service orders are delivered to the customers, the service items must be recorded into the system. Items such as spare parts, replacement items, and other service items, and labor hours must be recorded. From this overview, you can:

view and/or edit notes for the service orders
view documents that are attached to the service orders
change the shipping methods of the service orders
realize service orders, or
view and/or edit the service orders.

Fields

You can filter the service orders that you want to display by entering the search criteria and clicking Search. The service orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Resource, Order, and Customer. From the list, make your selection and click Select.

Note: It is possible that not all the columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Warehouse section

Warehouse

Select the warehouse to search for service orders with the selected warehouse.

Note: This box is available only if you have E-Warehouse Management in your license.

Selection section

Resource

Type or select a resource to display service orders with the selected resource. You can also leave this box empty to search for service orders with any resource.

Order

Type or select a service order to be displayed. You can also leave this box empty to display all the service orders.

Customer

Type or select a customer to search for service orders with the selected customer. You can also leave this box empty to search for service orders with any customer.

Fulfillment date

Type or select a date to search for service orders with the fulfillment date. You can also select the All check box to display service orders with any fulfillment date. By default, the All check box is selected.

Advanced/Simple

Click Advanced to expand the search criteria. You will then see Order and Customer boxes.

Click Simple to hide the search criteria.

Extra section

Transaction date

Type or select the date the service orders were realized. By default, the current date is displayed.

Buttons

Refresh

Click this to display the overview based on the search criteria defined.

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.