Service Documents

The Service Quote and Service Order includes fields, actions, and features specific to COSMO Discrete Manufacturing.

Building Site-to Fields

The same Building Site-to... fields in the sales quote/order are available in the Service Quotes/Orders. The values from the sales orders transfer to the service item and therefore to the service quote/order upon creation.

Service Quotes

The fields on the Building FastTab identify a building site address and are for informational purposes only. The values in these fields are transferred to posted documents and the corresponding fields on the Building FastTab of the service order when the Make Order function is used.

Additionally, the Building Site-to Code field is on the Lines FastTab, which is based on the field in the Building FastTab but can be used for informational or filtering purposes. This value will also transfer to the service order when the Make Order function is used.

Service Orders

The fields on the Building FastTab identify a building site address and are for informational purposes only. The values in these fields are transferred to posted documents.

Additionally, the Building Site-to Code field is on the Lines FastTab, which is based on the field in the Building FastTab but can be used for informational or filtering purposes.

Different Customers

If the Allow Diff. Customers in Service toggle is turned on in the Configure to Order Setup page, then you can assign service items from different customers to a service quote/order.

Service BOMs

Active Service BOMs are accessible from the service quote/order lines via the Active Service BOM action on the Line menu and the Active Service BOM field as well as from the Action Service BOM link in the Service Item Line Details FactBox.

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