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How do I open and release a service order?

Create the Service Order for the object, fill the lines, save, then press Release. Release needs Site and Warehouse.

Screen
Service Management › Order › Service Order
Who
The service advisor, the workshop controller
Takes effect
Release on its save
Needs first
Service Management Setting, operations, the object

Before you start​

Steps​

  1. Open Service Order, New. Fill Posting Date, Service Order Type, Customer and Service Object. Create.
  2. Operation tab: pick operations; open Requirement to check labour and parts. Item tab: parts; price and discount fill from the sales pricing. Category tab: fees.
  3. Reading tab: the odometer or hour meter reading, if you record it.
  4. Basic Data: Site and Warehouse the parts come from.
  5. Save (status Open), then Release (status Released).

Check it worked​

  • The status shows Released.
  • With the setting on, a posted item transfer request exists for the parts, referring to the order.
  • The reading appears in the reading history of the object.

If something looks wrong​

  • "Site is Mandatory" / "Warehouse is Mandatory" - fill Basic Data before Release.
  • "Transfer Request Journal is not defined in setting" - set the journal on Service Management Setting.
  • "Item … it's default warehouse is not defined" - give the item a default warehouse in the site.