<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/ts/onlinemanual/000028" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To generate service orders</Title>
		<Keyword><Level1>Service orders</Level1>
			<Level2>generate</Level2>
		</Keyword>
		<Keyword><Level1>Generate service orders</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>This process aims to create a <Link href="/baanerp/ts/glossary/glossary#ServicOrder.ts" role="glossary">service order</Link>. The service order can be initiated from various origins. A <Link href="/baanerp/ts/glossary/glossary#Call.ts" role="glossary">call</Link> can be transferred into a service order for execution. A job quotation ( <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo.ts" role="glossary">service-order quotation</Link> ) 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. <Link href="/baanerp/ts/glossary/glossary#FieldChangeO.ts" role="glossary">Field change order (FCO)</Link> are intended for repair or replace of <Link href="/baanerp/ts/glossary/glossary#Objects.ts" role="glossary">serialized item</Link> that are parts of the <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">cluster</Link> installed at customer bases must also be transferred into service orders for execution.</Paragraph>
	</AimSection>
	<GeneralSection><Paragraph>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 SSA ERP 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.</Paragraph>
		<GeneralSection><SectionTitle>Ways to create service orders</SectionTitle>
		</GeneralSection>
		<List><ListIntro>You can create service orders in the following ways:</ListIntro>
			<ListItem>Define the <Link href="/baanerp/ts/glossary/glossary#ServicOrder.ts" role="glossary">service orders</Link> manually in the <GUIRef href="/baanerp/ts/soc/tssoc2100m000" role="session">Service Orders (tssoc2100m000)</GUIRef> session.</ListItem>
			<ListItem>Transfer the <Link href="/baanerp/ts/glossary/glossary#000024" role="glossary">planned activities</Link> in the <GUIRef href="/baanerp/ts/spc/tsspc2220m000" role="session">Transfer Maintenance Plan to Service Order (tsspc2220m000)</GUIRef> session.</ListItem>
			<ListItem>Transfer <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo.ts" role="glossary">service order quotations</Link> in the <GUIRef href="/baanerp/ts/soc/tssoc1200m000" role="session">Process to Service Orders (tssoc1200m000)</GUIRef> session.</ListItem>
			<ListItem>Transfer the <Link href="/baanerp/ts/glossary/glossary#FieldChangeO.ts" role="glossary">field change orders</Link> in the <GUIRef href="/baanerp/ts/soc/tssoc5220m000" role="session">Generate Service Order (tssoc5220m000)</GUIRef> session.</ListItem>
			<ListItem>Transfer <Link href="/baanerp/ts/glossary/glossary#Call.ts" role="glossary">calls</Link> from the <GUIRef href="/baanerp/ts/clm/tsclm1100m000" role="session">Call (tsclm1100m000)</GUIRef> session by means of the <Link href="/baanerp/ts/clm/tsclm1100m000#transfer.to.service.order" role="commandhelp">Transfer to Service Order</Link> command.</ListItem>
		</List>
	</GeneralSection>
	<ProcedureSection><SectionTitle>How to define Service Orders manually</SectionTitle>
		<Steps><Step><StepTitle>Service Orders</StepTitle>
				<Paragraph>Run the <GUIRef href="" role="manual">Service Orders (tssoc2100m000)</GUIRef> session to create service orders. The service order is a cluster 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, cluster, site/location, and start and end dates. Each order line is a cluster of activities that you can link to the item. Each activity/order line can have:</Paragraph>
				<List><ListItem>A problem</ListItem>
					<ListItem>A description</ListItem>
					<ListItem>Activity start and end date</ListItem>
					<ListItem>Estimated cost lines, such as: <List><ListItem>Tasks to solve the problem</ListItem>
							<ListItem>Materials required for repair</ListItem>
							<ListItem>Any other requirements</ListItem>
						</List>
					</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Service Order Activities</StepTitle>
				<Paragraph>Use the <GUIRef href="" role="manual">Service Order Activities List (tssoc2511m000)</GUIRef> 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 cluster based on the work performed. The information for the activity can be defaulted if linked to a <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link>.</Paragraph>
			</Step>
			<Step><StepTitle>Service Order Estimated Material Costs</StepTitle>
				<Paragraph>Use the <GUIRef href="" role="manual">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef> session to list, create, and maintain the estimated labor costs that are associated with reference activities defined on a service order.</Paragraph>
				<Paragraph>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, SSA ERP 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.</Paragraph>
			</Step>
			<Step><StepTitle>Service Order Estimated Labor Costs</StepTitle>
				<Paragraph>Use the <GUIRef href="" role="manual">Service Order Estimated Material Costs (tssoc2130m000)</GUIRef> session to list, create, and maintain the estimated material costs that are associated with reference activities defined on a service order.</Paragraph>
			</Step>
			<Step><StepTitle>Service Order Estimated Other Costs</StepTitle>
				<Paragraph>Use the <GUIRef href="" role="manual">Service Order Other Material Costs (tssoc2140m000)</GUIRef> session to list, create, and maintain the estimated other costs that are associated with reference activities defined on a service order.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000026" role="manual">To process service-order quotations to service orders</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000029" role="manual">To transfer planned activities to service orders</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000037" role="manual">To generate service orders for FCOs</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
