Enter Service Request
Explanation
Use this function when the customer wants to order a service, such as an
installation or a repair, when he/she makes a regular customer order. It is
possible to connect the service request to either a specific order line or to
the customer in general. The activity is only possible to carry out if IFS Maintenance
is installed, since it is there that service requests and work orders are handled.
This activity can be done from Customer Order header and
Customer Order/Lines.
Prerequisites
- IFS Maintenance must be installed.
- The customer order must have been saved.
- If the service request is being connected to an order line, and the
Create SM Object option is not enabled in
Sales Part/General,
then the Create SM Object option must be enabled on the order line
itself and the order line must be in status Released,
Reserved, or Picked.
- The order and order line cannot have the Canceled status.
System Effects
- A service request connected to a customer order is processed in IFS
Maintenance. The SM Connection option is enabled in both
Customer Order/Order
Details and
Customer Order Lines.
If the service request is connected to an order line, the option in
Customer Order/Lines
is enabled automatically as well, if the Create SM Connection option
in Sales Part/General
is enabled.
- When the service request (work order) has been performed, the work and
spare parts create lines on the customer order and are ready for invoicing.
If the customer order has been invoiced/closed, the status is set to partially
delivered.