Navigate to the Service Request Orders View

Fill out the fields

• The Order Number will be blank until the record is saved.

• The Order Type should be Service Order. This is automatically determined based on the process you are performing. In this case, the service order was created from a service request so it defaulted to Service Order

• Populate the Date of Service field with the date the service was performed. This date is used to determine what the price will be

• Populate the Hour Meter field with the indicated hour meter of the asset

• Populate the Comments field with the description or the work performed

• Select the appropriate Account CSN. This will be the BP in LN that is invoiced

• Verify the Ship To Address is correct

– This is default to the Assets address

– Will be used as the Ship To Address on the invoice in LN

– Used to determine the Tax Rate

• Set the Owner to the user responsible for the Order or the person who should get the credit for the Order.

• Set the Inventory Location to the Warehouse where the inventory was consumed from.

• Save the record in order to drill into the Order Number to complete additional fields or fill out the line items.

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Save the order

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Populate the line item fields

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• Type or Pick the part number in the Part # field• Populate the Reason Code appropriately

– Manufacturer Defect, Manufacturer Recall and No Fault will result in not charging the customer

– Defective will result in not charging the customer if the machine being serviced is under warranty.

– All other reason codes will result in charging the customer

• Manual Price Override will allow you to change the price to whatever you want. You will need to use this field to specify the price if the part is MISC or FREIGHT.

Finish filling out the fields of the order

• Verify the Inventory Location is the warehouse that the line items were consumed from

• Populate the Payment Terms if applicable– CC = Credit Card

– CO = Cash or Check

• Populate the External Order #– If the Payment Terms are CC, put the verification code from the credit card website

– If the Payment Terms are CO, put the Check # or CASH. You can also put the cash amount paid

• Review all the fields of the order and ensure the CSN, pricing, owner and inventory location are correct.

• Set the status of the Order to Submitted-Worked when ready to invoice. This will move the inventory from the Inventory Location specified to 780980. When the order is invoiced, the inventory will be consumed from 780980.

– Use Submitted-Worked-Pending when you want to move the inventory to 780980 but do not want the order to invoice yet. Once inventory has been transferred, the status will change to Submitted-Pending. If quantities reduce for a line item after the inventory has transferred will result in a need for a manual transfer to be performed from 780980 into the Inventory Location specified.

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Complete the Order

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