General Information about Service Summary

You will find a general description of Managing Lists in the System in the chapter MONITOR General Information in the MONITOR Basics.

What Does This Procedure Do?

A customer order row with a service part is delivery reported in this procedure and not in the regular delivery procedure. Under the Create tab you classify and select the list.

You can never make a partial delivery of a service task, but if you for example want to partially invoice a service engagement that is long-term, we recommend that you use invoicing plans. Using invoicing plans you can create an invoice bases before the actual delivery reporting is made. After the delivery reporting, the invoicing plan will be deducted from the order row.

Under the Summary tab, information will be loaded from both the service on the customer order row and from the belonging manufacturing order. This is the basis when pricing what shall be invoiced to the customer.

Reported times and reported material will be loaded from the manufacturing order.

A price will be calculated based on the selected price management and the pricing entered on the service operations and service material.

Important Considerations during Service Engagements Performed by Subcontractors

If you have activated the setting Create supplier invoice basis during subcontract reporting? the subcontracting cost will be loaded to the manufacturing order when linking the supplier invoice. If the subcontract has been reported but not invoiced, there will be no reported cost on the manufacturing order. The pricing of external service engagements is often made based on the reported cost. This means that you must await the invoice from the subcontractor before you can charge the customer. If the work center is marked as a subcontract, the work center will be printed in italic font.

In the fields Planned time and Reported time, the planned and reported time will be shown in italic font. Instead if the unit you will see the currency italic font. If the subcontract has been reported BUT has no reported cost (=0) AND there is an invoice basis that awaits the invoice, the zero in the reported cost will be highlighted in red.

What Update Options Exist for this Procedure?

You can update price management, text, pricing, price each and charged time. You can also update Total price if applicable.

Can Any Charts Be Displayed?

There are no charts or graphs available in this procedure.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.