How to Create Service Orders

You can use the Service Order window to create documents where you enter information about a service, such as repairs and maintenance, on service items by customer request.

When creating a service order, you only have to fill in a few fields. Some fields are optional and many are automatically filled in when you fill in related fields.

To create a service order

  1. Choose the Search for Page or Report icon, enter Service Orders, and then choose the related link.
  2. Create a new service order.

  3. In the No. field, enter a number for the service order.

    Alternatively, if you have set up number series for service orders in the Service Mgt. Setup window, you can press Enter to select the next available service order number.

  4. In the Customer No. field, select the relevant customer from the list. The customer-relevant fields are filled in with information from the Customer table.

  5. Depending on the settings on the Mandatory Fields FastTab in the Service Mgt. Setup window, you may need to fill in the Service Order Type field and the Salesperson Code field.

  6. Optionally, fill in the rest of the fields.
  7. Register the service item lines.

To create a service order from a contract

You can automatically create service orders for the maintenance of service items based on service contracts.

  1. Choose the Search for Page or Report icon, enter Create Contract Service Orders, and then choose the related link.
  2. On the Service Contract Header FastTab, set the filters you want to apply.

  3. On the Options FastTab, fill in the Starting Date and Ending Date fields with the starting date and ending date for the period that you want to create contract service orders for. The batch job creates service orders that include service items in service contracts with next planned service dates within this period.

    NOTE

    There is a limit to the number of days you can use as the date range each time you use this batch job. You set this limit in the Contract Serv. Ord. Max. Days field in the Service Mgt. Setup window.

  4. In the Action field, choose Create Service Order.

To convert a service quote to a service order

When a customer has accepted a service quote, you convert it to a service order. The quote is deleted and a new service order is set up with the same description as the service quote. The response date and time are recalculated for the service order and the status is set to Pending. The repair status of the service items in the order are changed to Initial.

Dynamics NAV searches for allocation entries for all the service items in the service quote that have the status Active. If it finds such allocation entries, their allocation status is updated to Reallocation Needed. When you reallocate the service items in the service order, the status of the allocation entries registered for the quote are updated to Finished.

  1. Choose the Search for Page or Report icon, enter Service Contract Quotes, and then choose the related link.
  2. Choose the service quote to convert to a service order.
  3. Choose the Make Order action.

To check item availability for one or more orders

You can check and see if an item you need to fulfill an order is in stock, and if it is not, when the item will be in stock. In addition, if an item is available to reserve, you can reserve it to make sure it is available for your use. You can check availability for a particular order, or for all orders.

  1. Choose the Search for Page or Report icon, enter Dispatch Board, and then choose the related link.

  2. Do one of the following:

  3. On the Demand Overview page, expand the item grouping, and view information about the availability of the item. For example, you can see how many items are in inventory. You can also see if and when an item will be available if it is on back order, that is, Source Type = Purchase, or whether it has been reserved.

To reserve an item for a service order

If you need to be sure that an item is available for a service order, you can reserve the item.

  1. In the Search box, enter Service Orders, and then choose the related link.
  2. Choose the service order, and then choose Edit.
  3. Choose Actions, choose Order, and then choose Service Lines.
  4. On the Service Lines page, choose the item to reserve, and then choose the Reserve action.
  5. On the Reservation page, choose Reserve from Current Line.

To insert lines based on standard service codes

If you have set up standard service codes and assigned them to service item groups, you can insert the standard lines linked to the standard service codes on service documents. For more information, see How to: Set Up Standard Service Codes.

  1. Choose the Search for Page or Report icon, enter Service Orders, and then choose the related link.
  2. Create a new service order.
  3. Fill in the fields as necessary..
  4. Fill in the service item lines with the required information.
  5. Choose the line with the service item that you want to create service lines for, and then choose Get Std. Service Codes. The Standard Serv. Item Gr. Codes window opens with the standard codes for the service item group specified on the line.
  6. Choose the appropriate code, and choose the OK button to enter standard service lines.
NOTE

If the Service Item Group Code field on the service item line of the document is blank, this means that the service item does not belong to any service item group. In this case, the Standard Serv. Item Gr. Codes window will contain a list of all standard service codes. You should select from the list to insert standard service lines in the document. You may also select from the list of standard service codes assigned to a specific service item group. To view the list, select the relevant code in the Service Item Group Code field in the Standard Serv. Item Gr. Codes window.

To register internal or public comments

You can add comments that will be printed on service orders and service quotes to provide additional information. You can add up to 80 characters, including spaces. If you need to enter additional text, choose another line. To register a comment, choose a line, and then choose the Comments action.

To delete invoiced service orders

Orders are usually deleted automatically after having been fully invoiced. When an invoice is posted, a corresponding entry is created in the Posted Service Invoices window. The posted document can be viewed on the Posted Service Invoice page.

Service orders are not deleted automatically, however, if the total quantity on the order has been posted not from the service order itself, but from the Service Invoice window. Then you may need to delete invoiced orders that were not deleted. You can do this by running the Delete Invoiced Service Orders batch job.

  1. Choose the Search for Page or Report icon, enter Delete Invoiced Service Orders, and then choose the related link. The Delete Invoiced Service Orders batch job request window opens.
  2. To select the orders to be deleted, you can set filters in the No., Customer No., and Bill-to Customer No. fields.
  3. Choose the OK button.

See Also

Service Posting
How to: Post a Service Order
Setting Up Service Management
How to: Work on Service Tasks
How to: Allocate Resources


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