Service Order Entry (SRE210)

Use this program to enter customer service orders into the processing cycle and to allow changes to existing orders.

Access this program by choosing Service & Repair-->Service Orders-->Service Order Entry from the menu system. You can also access this program from another order management suite program by choosing the Go To menu.

Ü Reduce the number of keystrokes required during Service Order Entry by editing the SO Entry Options F/M (Sales Orders-->File Maintenances-->Infrequent File Maintenances-->SO Entry Options F/M.) This program enables you to define which fields appear in the header section of the main entry screen, which appear in dialog boxes and which do not appear at all.

You can also flag an field so that the program initially skips it during order entry but allows you to back into it later if necessary. SO Entry Options provides similar controls for the line item and footer sections. You can also choose up to three document totals to appear at the bottom of the entry window.

What would you like to do:

View Order Entry Features and Procedures

Create a service ticket

Advanced Features

Accessing Header Detail

Accessing Line Detail

Using the Order Entry Menu options

Using the Price Search

Entering serial/lot items

Creating BOM items (kitting, on-the-fly)

Using the Job Costing Entry

Changing Service Orders

You can change, add to or remove line-items from orders at any time. You can also delete the order at any time. Deleted orders are not simply removed from the system. Their line-item records are removed and the header record status is changed to deleted. The order then appears at the beginning of the next Daily Sales Register as a deleted order and is removed in the subsequent update. This procedure provides a complete audit trail of all order numbers used.