Service Orders outline the work (being) done to remedy a service problem. In SERVICE, the Service Order document is always connected with a CARE Request. Service Orders are useful for billing purposes, and to show customers what service has been provided.
Typically, a service order is generated for each visit to the customer’s site or a single repair at the factory.
Create a Service Order by clicking a button on an Open Service Request.
Fig 1: Service Order
There are the following areas on the form:
- Service Request details
- Account Structure and Account Address
- Service Order information ( status, dates, Owner)
- Service Performed
- Charges Table
- Sections of Custom Fields (not displayed in the image above)
Closing out a Service Request may take several visits or activities. To keep your records straight, create a new Service Order each time a new service is performed.