Service Request

[About Service Request] [About Condition Codes] [About Work Order Dates] [About PSO Work Order Scheduling Dates] [About Appointment Booking with PSO] [To Create Service Requests]

Usage

Use this window to enter and view information on a service request. At new entry, start with entering the name of the contact person, the telephone number, and a short description of the service request. To facilitate entry, continue with one of the following options:

• Enter the customer, right-click and click Objects for Customer to select information on objects and service contracts according to the customer, if appropriate. The information is then displayed in the Service Request window.
• Enter the object, right-click and click Customer for Object to select information on the customer and service contracts connected to the object, if appropriate. The information is then displayed in the Service Request window.

For the description of each tab in the window, follow the appropriate link: General, Prepare, Jobs and Templates, Budget, CO Information, Scheduling.

Activity Diagrams

Enter General Info - Object For Customer
Enter General Info - Customer For Object
Enter General Info - Direct Entry  
Prepare Service Request
Create Work Request
Control Budget
Book Appointment
Cancel Appointment

Activities

Change Condition Code 
Enter Contact Information 
Enter Customer 
Select Equipment Object and Address 
Select Service Contract 
Select Warranty Type 
Enter Object ID
Enter Work Description
Enter Complementary Information, Service Request
Enter Mandatory Information, Work Request
Enter Complementary Information, Work Request  
Enter Budget Costs 
Enter Budget Revenue 
View Planned Costs 
View Planned Revenues
Request Appointment Offers