MANUALS > Production > Production Module > Production, Update Menu > W/O > Work Order Detail > Work Order Detail Buttons > Service Order Button, via Work Order Detail

The Service Order button allows users to add a third party Service Order to a Work Order. The ability to link Work Orders to Service Orders is beneficial for on-call maintenance personnel. The Service Order Express window helps streamline this process. Users have the following options:

• Create a new Service Order for a Work Order
• Link an existing Service Order to Work Order

See below for more information on how to link/create these Service Orders.

Note: The Service Order will remain open until it has been received by the third party. At that point, the vendor must manually close the Service Order.

Creating a new Service Order:

From the Work Order window, select the Service Order button. The following drop down selection window appears. Select the New button to create a new Service Order.

The system displays the Service Order Express window. Note that some of the information from the Work Order is auto populated.

Select the Customer Contract button.

The following drop down selection window appears with available contractors for the location specified in the Defect Report.

For additional information regarding how to define Contractors, refer to the Employee Master, Optional Tab via the Settings Training manual.

Select one of the contractors.

Enter all relevant information and select the Save button to save the Service Order to the Work Order.

The following buttons are available for additional functionality:

• Notes button
• Contact button
• Document Control button

The Service Order print is generated as shown below:

Linking an existing Service Order to a Defect Report:

From the Work Order window, select the Service Order button. The following drop down selection window appears. Select into a Service Order that was previously created.

The system displays the Service Order Express window as follows.

The following information/options are available in this window:
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Ship Location

The location where the transaction will be shipped to. All locations are defined in the Location Master. All Ship Locations must be identified as an Inventory Location in the Location Master, if a physical part or item is to be received. If the Location is not identified in Inventory a warning will be received upon entry and the user will not be able to save the order header. For additional information, please refer to the Location Master, General Tab section of the Settings Training Manual.

Bill To

This may be different from the Ship Location and may be pre-defined for each location. The Bill To location may be changed for a particular order as required. For additional information, please refer to the Location Master, General Tab section of the Settings Training Manual.

Priority

The priority placed on the transaction (e.g., routine, AOG, etc.). For additional information and functionality, refer to the Priority transaction code via the Orders Transaction Codes.

Currency

The currency that will be used for the order transaction. Currencies may be defined for the Customer/Vendor in the Customer/Vendor Master and overridden at the order level. For additional information, please refer to the Currency section of the G/L Interface, System Transaction Code Training Manual.

Category

The appropriate category for this transaction. This also works with the Authorization Process as defined against the Order Type.

Vendor

The system code for the service/part provider.

Attention

Name of person who should receive the order. This field may be pre-defined in the Main Contact field on the Vendor Master, Mailing Address Tab. The main contact will default upon order creation. Additional contacts may be defined in the Vendor Master and selected against the order. For additional information, please refer to the Contact Button, via Vendor Master section of Settings Training Manual. For a listing of available contact associated to the vendor, select the Contact button. Select the required vendor contact to populate the Attention field with an alternate contact.

F.O.B.

Freight On Board information (sometimes referred to as Free On Board). This information may be pre-defined by vendor. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Confirmation

The confirmation reference along with applicable information.

Ship Via

Ship Via code and method to be used. This information may be pre-defined by vendor, but may be changed for a particular order, as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Ship Via Account

Shipping-related account number. This information may be pre-defined by vendor, but may be changed for a particular order, as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Ship Via Remarks

Shipping-related notes. This information may be pre-defined by vendor. Ship Via Remarks may be changed for a particular order as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Issued By

The employee who issued the order. If left blank, the system will consider the user who created the order as the issuer.

Customer P.O.

For Third Party purchase, if purchase is on behalf of a customer the PO number may be entered here. Additional Use - if a Sales Order is generated in the system for the service requirement, it may cross reference here as well. This is to be defined by the company procedures. This does not invoice or charge the customer for any service provided. It is only used as a reference number.

Item / Item Description

The Item related to this Service Order. Select into the Item field to choose from Services that have been created in the Service Master window. For more information refer to the Service Master via the Settings Training Manual.

Service Date

The date that the Service Order is carried out.

Qty

Quantity or number of parts.

UOM

The unit of measure. This will default if associated with a Part Number as defined in the P/N Master. Transactions for parts can be conducted in a different UOM than defined in the P/N Master. However, upon receiving the UOM, conversion will automatically adjust the quantities, providing that the conversion rate is defined in the UOM System Transaction Code (via Setting/Explorer/System Transaction Code).

Unit Cost

The unit cost from the vendor (per UOM specified). Select into the field for historical purchase costs. The cost information is derived from the P/N Master (Settings/ Update/ P/N Master/ Cost button). See the Settings chapter for additional information regarding the P/N Master.

Duty Cost

The customs duty cost (if applicable).

Freight Cost

The associated freight cost/fees, if applicable.

Tax Cost

The tax cost (if applicable).

Disc%

The percentage of discount. This discount amount may be pre-defined in the Vendor Master, Cost Tab.

Requisition

List of required parts for either a maintenance item or for restocking.

Line - The attached requisition line number.

G/L

The General Ledger accounting code for the order. The order G/L will default to the Part Number G/L as defined in the P/N Master, Costing tab. However, this field may be overwritten for any given order.

Book To/None

Select the Book To radio button to book the Customer Order to a Work Order. When the Book To radio button is selected, the Work Order and Task Card fields appear.

W/O

The Work Order used to categorize, manage, and schedule work requirements for aircraft maintenance.

Task Card

The Task Card / Job Card that details the scheduled maintenance work.

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To enter/update contractor information, click on the highlighted button in the upper right corner of the window.

A pop-up window is displayed where contractor information may be either reviewed or updated.

Select the Save button after all other necessary information is complete to save the Service Order file.

Note: There are three system configuration switches that directly impact the functionality and capabilities of the Service Order option. They are as follows:

SVEDCTPR - (Service Order Express Contractor Prompt) - When set to Yes, when creating a Service Order Express from a Defect Report, the Vendor drop down will automatically pop up after clicking the new Service Order button.

SVEDLOC - (Service Order Express Default Location) - When set to Yes, the default 'BILL TO' location can be set up for creating a new Service Order via a Defect Report. You must enter the location into the Config Other field.

SVEDPRIO - (Service Order Express Default Priority) - When set to Yes, the system will automatically set a default Priority code when creating a new Service Order via a Defect Report. Enter the default Priority Type in the Config Other field.

For additional information, refer to the Service Order via the Orders Training Manual.