| # To generate service orders This process aims to create a service order. The service order can be initiated from various origins. A call can be transferred into a service order for execution. A job quotation ( service-order quotation) after being accepted by the customer must be converted to a service order for execution. Similarly, for preventive maintenance, all the generated planned activities must be transferred to service orders for execution. Field change orders (FCO) are intended for repair or replace of serialized items installed at customer bases must also be transferred into service orders for execution. When the service orders are generated, the origin is to be identified and actions to be taken according to the origin. The service order activities are also created along with the service orders. While you perform a service for a customer, you might need to use a tool that, at the end of the order, requires a service. In which case, a service order is created from the Tool Requirement Planning module of Manufacturing, or can be created automatically when you cost the service order. Some predefined requirements must be maintained for the automatic generation of the service order. You must define a predefined activity (reference activity) for a service type for Tool Refurbishment. Ways to create service orders You can create service orders in the following ways: Define the service orders manually in the Service Orders (tssoc2100m000) session. Transfer the planned activities in the Transfer Planned Activities to Field Service (tsspc2220m000) session. Transfer service order quotations in the Process to Service Orders (tssoc1200m000) session. Transfer the field change orders in the Generate Orders (tssoc5220m000) session. Transfer calls from the Call (tsclm1100m000) session by means of the Transfer to Service Order command. How to define Service Orders manually Step 1. Service Orders Run the Service Orders (tssoc2100m000) session to create service orders. The service order is a group of activities that can be selected from a library or defined at the moment the service order is made. The service order consists of a header, order lines, and estimated cost lines. In the header, you can enter general information, including customer, Installation group, site/location, and start and end dates. Each order line is a group of activities that you can link to the item. Each activity/order line can have: A problem A description Activity start and end date Estimated cost lines, such as: Tasks to solve the problem Materials required for repair Any other requirements Step 2. Service Order Activities Use the Service Order Activities List (tssoc2511m000) session to display the service order activities that are linked to the service order. If the service order status is Free, Planned, or Released, you can add new activity lines. New activities are created with the status Free. The information that is recorded about the activity is used to specify what type of work is performed. You can record information such as what the work is performed on, for example, item, anonymous item, or serial number, when the work is performed, what skills are required to perform the work, and any changes that will occur to the installation group based on the work performed. The information for the activity is displayed if linked to a reference activity. Step 3. Service Order Estimated Material Costs Use the Service Order Estimated Material Costs (tssoc2120m000) session to list, create, and maintain the estimated labor costs that are associated with reference activities defined on a service order. You can create or maintain the estimated labor costs, if the service order status is Free or Planned. If the service order status is Released, you cannot update these costs. You can only change the estimated costs for service order activities with Free or Planned status. If you add estimated costs, LN copies the costs immediately to the actual costs. A cost component must be related to every estimated cost. Cost components are used as a method for cost control. Step 4. Service Order Estimated Labor Costs Use the Service Order Estimated Labor Costs (tssoc2130m000) session to list, create, and maintain the estimated material costs that are associated with reference activities defined on a service order. Step 5. Service Order Estimated Other Costs Use the Service Order Estimated Other Costs (tssoc2140m000) session to list, create, and maintain the estimated other costs that are associated with reference activities defined on a service order. Related topics To process service-order quotations to service orders To transfer planned activities to service orders To generate service orders for FCOs |