Service Item

If a service item – which was configured using COSMO Discrete Manufacturing – is generated, some fields on the Service Item Card are filled in automatically. The BOMs, production orders, and checklists for the production of the service items are displayed in the Document BOM No., Construction Order No., Prod. Order No., and Document Checklist No. fields on the Detail FastTab. To open these documents, choose the values in these fields or choose History > Production History on the Related menu, and then choose one of the actions.

Checklists

A checklist specific to a service item can be opened by choosing History > Create Service Item Checklist on the Related menu. The Checklist Templates page opens for you to choose a template. The Checklist No. will be linked in the Service Item Checklist field. In the Active Service BOM field, the number of the assigned BOM is displayed.

Standard Service Codes

You can define standard service codes for use when creating service orders from service contracts by choosing Service Item > Standard Service Codes on the Related menu. On the Detail FastTab, the Standard Service Codes field indicates if standard service codes exist for the service item. For more information, see Pre-defined Service Worksheets for Service Contracts.

Sales Documents

Sales Quotes and Sales Orders can be created from the Service Item Card by choosing either the Create Sales Quote or Create Sales Order action on the Actions menu.

The customer indicated in the Customer FastTab is used in the document header and no lines are transferred. After creation/posting, the sale is listed as a Usage entry in the Service Ledger Entries.

Sales Quotes and Sales Orders created for the Service Item can be viewed by choosing Documents > Sales Documents on the Related menu.

Service Documents

Service Quotes and Service Orders can be created from the Service Item Card or Service Items list by choosing either New > Create Service Quote or New > Create Service Order action on the Actions menu.

• If created from the Service Item Card, the customer indicated in the Customer FastTab will be used in the document header.
• If created from the Service Items list page, the user will be able to select multiple Service Items. If the Service Items are assigned to multiple customers, the user will be asked which customer should be used in the Service Order.

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