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.

Contacts

The Service Item Card includes Sell-to Contact No., Ship-to Contact No., and Building Site-to Contact No. fields, which let you assign a contact person for the customer, the shipping address, and the building site of the service item. For the Sell-to Contact No. and Ship-to Contact No. fields, the lookup is filtered to contacts related to the customer's company if a customer is assigned to the service item, and an error is shown if you select a contact that belongs to a different company than the customer. The Building Site-to Contact No. field is not filtered.

Whenever you enter, change, or clear one of these three fields, a matching line in the Service Item Contacts list is automatically created, updated, or removed. This requires a role to be configured for the respective function (see below); if no role exists for a function, no line is created automatically. Deleting the service item also deletes all of its Service Item Contacts lines.

To view or maintain all contacts assigned to a service item, choose Service Item > Contacts on the Related menu of the Service Item Card, or Contacts on the Service Items list. The Service Item Contacts page lists each contact together with its Role and contact details (Contact No., Contact Name, Initials, Phone No., Description). Use the Up and Down actions in the Move group to reorder the lines.

Roles are defined on the Service Contact Roles page, which is accessible using Tell Me. Each role has a Code, a Description, and a Function (Sell-to Customer, Ship-to Address, or Building Site Operator) that determines which Service Item Card field it synchronizes with.

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.