Register Service

In this window you enter what is included in the ordered service. You open the window by using this button .

When the service has been registered you confirm by and then you use the OK button to create a linked manufacturing order. The setting called Create manufacturing order from customer order should be set to Create M-order. The serial number is loaded to the manufacturing order's order additional text with the belonging part number, name, service location (if the service location is set to At customer, the selected service address shall also be printed), basic type, internal comment and price management. If the order date lies within the serial number's warranty period, this is also loaded to the manufacturing order. When you click OK in the Register service window, the price each, delivery period and standard price will be loaded to the customer order row. A pre-calculation has been made automatically and a standard price has been calculated. This standard price will also be saved to the calculation register with type E(5).

The manufacturing order will be given the same priority as the service.

The manufacturing order is reported in one of the reporting procedures in the Manufacturing module. Work can also be recorded on the order in the Recording Terminal before it is time to summarize in order to create an invoice basis.

You can link to other procedures such as Resource Planning via selections in the Info Menu.

Please note that if you have made changes on an existing service so that the manufacturing order has been re-created, the previous service information will remain on the manufacturing order's order additional text. That means that you will have double rows with service information. This is made to avoid deleting any manual information entered to the order additional text.

In order to see which service technicians are available, you can have the Resource Planning procedure open parallelly.

Service and Invoicing Plan

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 invoice bases before the actual delivery reporting is made. After delivery reporting, the invoicing plan will be deducted from the order row.

Serial Number

If the service applies to a specific serial number, this will be loaded here. The information about the serial number will be loaded from the product register and shown under the heading Service object. Under the section Service Object you will for example see the last performed service on the serial number and which manufacturing order number the service had. You will also find a button called Service book where you can see planned services for the serial number.

Part Number

Here you select which service you want to register on the customer order row. The information entered for the service in the Update Service procedure will be loaded. By using Shift + F4 the function called PopUp Intended service opens in which you can filter out the part's intended services.

Basic Type

Here you enter the service's basic type. You can choose between Installation, Warranty, Planned service and Urgent service. If the selected serial number is included in warranty and today's date is within the warranty interval, the text Within warranty time will be visible to the right of this field. The customer order number will be loaded to the product register if it concerns installation.

Service Location

Here you enter where the service shall be performed.

The suggested service location is determined by the selected service, but can be changed manually. The available service locations are At customer and In-factory.

When you select In-factory it is appropriate to enter instructions to the customer such as where and when the service object should be sent. This is made under the button called External comment. External comments are printed on the forms. However, this can be determined by the form setting Show external comment/description. A service that shall be performed In-factory can be arrival reported in the Report Arrival - Service procedure. Then you can enter the goods location where the product is placed. This goods location will then be shown in this window.

Service Address

If a service shall be performed At customer you can select a service address. If a serial number is entered for the service, the delivery address registered for the serial number in the product register will be loaded. If no serial number is used, the customer's delivery address applies. However, you can change delivery address or add information about dock code, etc. to provide the service technician with the necessary information.

Planned Start Date

Here you enter the planned start date for the service.

Start Time

Here you enter the time (hour and minute) when the service will start.

Finish Date

Based on the Start date and Time used a Finish date is suggested.

Finish Time

The finish time is calculated as Start time + Planned time used.

Planned Time Used

Here you will see the total time for the service's incorporated operations. You will also see the total time for the operations marked as Travel time.

Service Technician

Here you select which service technician/service technicians will perform the service. If a service technician has been selected, this is printed as additional text on the manufacturing order. Service technicians are registered in the Update Service Technician procedure.

Priority

This is determined by the selected service type but it can be changed. Allowed values in this field are 1-9 (this field cannot be empty). The priority is used when selecting and sorting lists. This priority will then be set on the created manufacturing order.

Service Category

Service category works in the corresponding way as for example the Part category. You can also use the service category as a search term.

Nonconformity

Here you can create a new customer nonconformity based on the customer order or choose to link an existing nonconformity to the service. To be able to create a new nonconformity, a serial number must have been selected in the Serial number field in the heading row.

If you have selected the alternative Create nonconformity, a window opens when the order is saved in which you can see the customer code and part number for the created nonconformity. By clicking the button Continue >> in that window, the Register Nonconformity procedures opens automatically with much information about the serial number and customer order already loaded. If it is a supplier nonconformity, the current supplier link is suggested. If there is no current supplier link, you must select a supplier manually.

If you have selected the alternative Link existing nonconformity, you can select an existing nonconformity number.

You will also see which nonconformity number that has been created/linked and the current status for that nonconformity.

Price Management

The price management determines which price that shall apply by default. Here you will see a tooltip with an explanation of the price alternative. The alternatives are:

• Total Price on Service - The price each on the service's customer order row applies. Compare with the function Total price. An invoice row is created when summarizing the service, row type 1 on the service part with a price regardless of the prices on its incorporated operations and materials.
• Calculated Price on Service - The prices on the incorporated operations and materials set the service price. An invoice row is created when summarizing the service, row type 1 on the service part based on the prices on its incorporated operations and materials.
• Total Price on Incorporated - When summarizing the service, an invoice row is created per operation row and material row. These prices will be loaded to the invoice rows but the service's price each will be loaded as total price and the prices for material rows and operation rows are hidden.
• Calculated Price on Incorporated – When summarizing the service, an invoice row is created per operation row and material row. Their respective price will be loaded to the invoice row.

Calculated Price

Totals the prices on the registered service operations and service materials.

Service Object

Here you will see information from the product register about the selected serial number.

The information shown here is Part number, Name, Revision, Delivery date, Initial customer order, Warranty starts, Warranty expires, Last service and Manufacturing order. Finally you will see the date for the next service plan row regarding the serial number. The date in the Service plan field is highlighted in red if the date is within one month from today.

Under the Service book button you will see any service plans registered for this serial number. Service plans are registered in the Update Product Register procedure.

Service Operations

The columns under Service operations are the same as in the Update Service procedure. The values are loaded from the service's basic data entered in the Update Service procedure. However, you can edit, delete existing and add new rows. Columns for Discount and Amount are available and you can enter and edit discount. Only the price each will be included in the calculated price if the service operation is a subcontract. In this case the unit time is the subcontract's cost.

Service Material

The columns under Service material are the same as in the Update Service procedure. If you register a service material it is mandatory to add a service operation to which this material is linked.

Important considerations if fictitious parts are used as service material! You can use a fictitious part as service material but the fictitious part will not follow the entire service flow to the invoice basis. The fictitious part will be exploded into its incorporated parts on the manufacturing order. In the Service Summary procedure you cannot see which service material that belongs to the fictitious part but all incorporated parts are loaded to the invoice basis. Fictitious parts are not shown in the Service Summary procedure and are not loaded to the invoice basis.This means that you must have sales prices on the fictitious part's incorporated parts. These incorporated parts are also the basis when pricing the invoice. The setting called "Set price on fictitious parts in customer / purchase orders?" does not affect how fictitious parts are managed in a service.

The Internal Comment Button

Here you can enter an internal comment regarding the service. The comment is copied to the manufacturing order. If you have installed the supplement called Document Viewing, you can also use the button to link documents to the internal comment. Documents can also be linked by dragging and dropping them on the document link button. The internal comment is loaded to the created manufacturing order.

The External Comment Button

Here you can enter an external comment regarding the service. The comment will be printed on the forms. If you have installed the supplement called Document Viewing, you can also use the button to link documents to the external comment. Documents can also be linked by dragging and dropping them on the document link button. Documents linked to external comments can be printed automatically when printing the forms.