Exact Globe+

Overview of service orders to be confirmed

Menu path

Service ➔ Entries ➔ Confirm

Introduction

Exact Globe Next enables you to print and e-mail service order confirmations to customers. The process of confirming service orders ensures that the service items have been registered correctly.

Service order confirmation is an optional process as it depends on the settings for the debtor at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, and then click Open or New), in the Logistics tab under the General section for the Simple mode, or in the Financial tab under the Sales order – Invoice section for the Advanced mode. If the Confirm sales order option is set to Yes, then the service order confirmation becomes mandatory. However, this can be changed for each service order by selecting or clearing the Sales order confirmation check box in the conditions screen (go to Service ➔ Entries ➔ Service orders, click Open or New, and then click Conditions), under the Sales order data section.

Service orders must first be authorized if you want to print service order confirmations, unless authorization of service orders is made optional at System➔ General ➔ Settings, in Order settings under the Authorize section.

From this overview, you can:

view or edit the notes of the service orders
view documents attached to the service orders
view the transactions of the debtors
view the logbook of the service orders
print confirmation slips for the service orders, or
view or edit 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 Service order, Ordered by, Invoice to, and Service at. From the list, make your selection and click Select.

Note: It is possible that not all columns 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 in each screen. 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.

Click this to return to the previous list of entries.

Click this to display the next list of entries.

Warehouse

Select the warehouse of the service orders to be displayed. You can also search for service orders with any warehouse by selecting All.

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

Service order date

Type or select the date or date range in which the service orders were created to search for service orders with the selected date. You can also search for service orders with any service order date by selecting the All check box. By default, the All check box is selected.

Note: Typing or selecting only the start date will display service orders that were created on or after the selected date. Typing or selecting only the end date will display service orders that were 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 debtor.

Advanced/Simple

Click Advanced to expand the search criteria. You will see Invoice to, Service at, and Your ref..

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 to search for service orders with the selected service at debtor.

Your ref.

Type the debtor’s reference number to search for service orders with the selected reference number.

Show: to be printed

Select this check box to display all the service orders which are not printed.

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.