Exact Globe+

Overview of service slip for service orders

Menu path

Service ➔ Entries ➔ Service slips

Introduction

Service orders must be fulfilled whereby resources must be informed of the tasks to do based on the service orders created. Resources will require information such as requested labor hours, items to be picked from the warehouse, time and date the task must be performed, and others. Thus, resources will have to print service slips and picking lists containing such information. From this overview, you can:

view and/or edit notes for the service orders
view documents that are attached to the service orders
view the debtor card of the selected debtor
view the logbook of the service orders
print picking lists for the service orders
print service slips for the 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 Service order, Ordered by, Invoice to, and other fields. 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.

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 displayedin 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.

SO date

This is the 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 search for service orders with the selected number. You can also leave the box empty to search for all the service orders.

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. You can also leave this box empty to search for service orders with any ordered by debtor.

Advanced/Simple

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

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. You can also leave this box empty to search for service orders with any 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. You can also leave this box empty to search for service orders with any service at debtor.

Your ref.

Type the debtor’s reference number to search for service orders with the selected reference number. You can also leave this box empty to search for service orders with any reference number.

Resource

Type or select the resource who is in charged of the service order to search for service orders with the selected resource. You can also leave this box empty to search for service orders with any resource.

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.