Tabs

Service Jobcard

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Critical Fields:

1) Service Request- The service document number which is assigned to the service person needs to be selected.

2) Sales Representative- The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.

3) Warehouse- The Warehouse identifies a unique Warehouse where products are stored or Services are provided.

4) Price List- Price Lists are used to determine the pricing, margin and cost of items purchased or sold.

5) Currency- Indicates the Currency to be used when processing or reporting on this record

Critical & onetime setup fields:

1) Organization Field- This Field is used to select the organization which you are going to process the order.

2) Target Document Type- This Field is used to select the type of the document that you are going to process.

Non-Critical Fields:

1) Request Type-  Customer can provide you information through various sources like (Phone,Email etc) This field is used to track the detail.

2) Requested By- The name of the person from the customer place who informed regarding the break down.

3) Product Status- The function of the product like (Functioning normally,Function with problem etc)

4) Requester Contact- The contact number of the person from the customer place who informed regarding the break down.

5) Service Order Date- current date while creating the document will be taken user can edit.

6) Warranty Status- Warranty status will display automatically by the system by calculating the warranty date.This is a read only Field.

7) AMC Status- AMC Status- will display automatically by the system by calculating the AMC date.This is a read only Field.

8) Business Partner- Business partner will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Business partner.

9) Partner Location- Partner Location will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Partner Location.

10) Product- Product will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Product.

11) Payment Terms- Payment Terms identify the method and timing of payment.

12) Payment Rule- The Payment Rule indicates the method of invoice payment.

13) Time Spend- total time spent during the service can be mentioned

14) Service UOM- The duration unit of measuremnet acn be selceted here.

15) Service Cost- Total service cost will be entered

16) Invoice-If any Invoice is raised against this service visit/Estimate will be displayed here.this is a read only field.

17) Paid check Box- Invoice will be raised if payment is made by the customer.System will auto check this check box.

18) Approved Check Box- if any approval required while raising the estimate.System will auto route as per Hierarchy. 

19) Updated product status- This field determines once after the service is done the updated product status of the product.

20) Followup Check Box- If Follow up required for this job card this check box can be enabled.

21) Followup Date- If Follow check box is enabled then need to fill the followup date. 

 

Serial number/Lot number (ASI):

In this transaction if attribute set instance is provided in previous document for the selected product.That can be selected here.

Zoom conditions:

NA

Customization:

Service Person

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Critical Fields:

1) Start Date- The service In charge or Supervisor have to select the start date when the service person needs to attend the break down.

2) End Date-The service In charge or Supervisor have to select the End date when the service person needs to complete the break down.

3) Service Person- Assign one are multiple service person who are going to attend the service request.

4) Activity Master- List of activities will be displayed from the activity master.User have to select the activity based on the problem.System will automatically display the duration from the Activity Master.

Critical & onetime setup fields:

1) Duration - User have to mention the time duration for completion of the task. 

2) Duration unit - user have to mention the time UOM of the duration. 

 

 

Non-Critical Fields:

NA

 

Serial number/Lot number (ASI):

NA

Zoom conditions:

NA

Customization:

Parts/Labor

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Critical Fields:

1) Product- Select the Product which needs to be changed.

2) Parts/Labor type-  this field describes whether the product is cover under AMC or warranty.

3) Product for Labor Charge- Select the charged product which need to be changed

4) Quantity- Number quantity of the product which needs to be replaced.

5) UOM- Unit of measurement of the Product selected.

6) Tax- Tax for the selected product.

7) Invoiced check box- If this product needs to be invoiced then this check box should be enabled. 

Critical & onetime setup fields:

NA

Non-Critical Fields:

1)  Discount - User can mention the discount percentage here, Based on the percentage mention value will be calculated in the transaction. 

 

Serial number/Lot number (ASI):

NA

 

Zoom conditions:

NA

Customization:

Activity

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Critical Fields:

1) Start Date and Time- Date and time when the activity is started

2) End Date and Time- Date and time when the activity is completed

3) Duration Real- This will be auto calculated by the system based on start & end date and time.

Critical & onetime setup fields:

 

Non-Critical Fields:

1)  Description - User can mention the description of the transaction in this field.  

Serial number/Lot number (ASI):

NA

Zoom conditions:

NA

Customization:

History

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