Service Orders

In this section, you will find settings that apply to service management. Please note that the Service Management is a supplement to MONITOR.

Default customer group when registering a service order

Here you can select a default customer group that will be used when registering service orders. You can choose According to customer or one of the customer groups that are registered under the Account group tab in the Product Groups procedure in the Global Settings module.

Default status on new service orders

Here you can choose to give new service orders status 0 - Quote or 1 - Registered by default.

Service or part when purchasing service work

Here you choose if service work purchased by a subcontractor shall be classified as Service or Part. The section External executor, under the Service tab in the Register Service Order procedure, is determined by the setting above as well as by the setting below.

Service code/part number for purchase of service work

Here you enter the Service code or Part number that shall apply when purchasing service work.

Use category management for service category

If you check this setting you can display category explanation windows with multiple selection options in the Service category field in the Register Service Order procedure. The selection terms are created in the Category Management procedure under Tables in the Global Settings module. The service category setting also determines the amount of help that will be available in the Search Forms/Create tabs for the lists where you can select by service category.

If this setting is not activated you can enter service categories as additional text. You can then enter a maximum of 15 characters. By using the button next to the category field, you will find instructions of how to enter categories. These instructions are entered in the Categories procedure under Tables in the Global Settings module.

Print service report after service order reporting

If you activated this setting, the Print Service Report procedure will open automatically after the reporting.

Open shipping document after service order reporting

If you activated this setting, the Print Shipping Documents procedure will open automatically after the reporting.

Default authorization of invoice bases before invoicing

If you have activated this setting, the invoice bases must be authorized in the Authorize / Release Invoice Basis procedure before the invoice can be printed in the Print Invoices procedure. The service order will automatically be set to status Pending when this setting is activated. If you have not activated this setting, the service order will be set to status Registered unless the setting Invoice is pending has been configured for the customer.

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