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.