Service Product
Introduction
Introduction
Overview:
Service will be done for part replacement in with warranty condition & without warranty condition for sales product.
Business case:
1)In manufacturing industry example lift is sold to customer & it is working for one year,if some parts are damaged in the machine then it needs to replaced.
2)Customer will raise service call, based on that complaint service person will take action whether there will be service visit or phone communication to solve the complaint.
3)If it is service visit service person will check whether the parts are under warranty or without warranty condition.
4)Then parts will be replaced by service visit to the customer place & procedures are mentioned below for service call.
a) Service followup
b) Service Jobcard
c) Service Feedback
Tab
Service Product
Critical fields:
1) Business Partner - Used to Mention the Service product business partner name.A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson.
2) Project - A Project allows you to track and control internal or external activities.(Refer Project Master)
3) Product - Used to select the product,Identifies an item which is either purchased or sold in this organization.(Refer Product Master)
4) Attribute Set Instance - The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.
5) Project Phase - Used to select the Phase of a Project
6) Invoice - Used to select the invoice number.
Critical & one-time setup fields:
Organization Field - This Field is used to select the organization which you are going to process the document.
Non-critical fields:
1) Name - Used to mention the Name. The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
2) Start No - The Start Number indicates the starting position in the line or field number in the line
Zoom conditions:
1) Service Request
2) Area service Request
Customization:
Parts
Critical fields:
1.Service Product - Service product details will be generated from header
2.Product - Used to select the spare part product name.(Refer Product Master)
Critical & onetime setup fields:
- Organization Field - This Field is used to select the organization which you are going to process the document.
Non-Critical Fields:
Attribute Set Instance - The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.
Zoom conditions:
Customization:
Warranty
Critical fields:
1) Product - Service product details will be displayed
2) Business partner - Customer name to be mentioned
3) Warranty type - It is used to select the warranty type from the list.(Ex : Extended Warranty,Standard Warranty)
4) Warranty Terms : Used to select the warranty terms from the list.
5) Invoice - Invoice customer document number to be mentioned
6) From Date : It is used to mention the warranty starting date
7) Warranty To Date : It is used to mention the warranty ending date.
8) Warranty Cost : Used to mention the warranty cost.
9)1:1 Replacement : If we select this check box , The product is replaced by the another same product.
10) Warranty History : It is used to mention the warranty history details.
Critical & onetime setup fields:
1) Organization Field- This Field is used to select the organization which you are going to process the document.
Non-Critical Fields:
1) Name : It is used to mention the warranty name. The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
2) Price List : It is used to select the price list names.Price Lists are used to determine the pricing, margin and cost of items purchased or sold.(Refer Price List Master)
3) Currency : Indicates the Currency to be used when processing or reporting on this record(Refer Currency Master)
4) Number of visits in period : Used to mention the number of visits.
Zoom conditions:
Customization:
Warranty Parts/Labor
Critical Fields:
1) Product : It is used to select the part product name.(Refer Product Master)
2) Parts/Labor Type : It is used to select the type from the list.(a)Charged At Discount b)FOC c)Not Covered
3) Warranty Details - Service product warranty details will be displayed
Critical & onetime setup fields:
Non-Critical Fields:
Zoom conditions:
NA
Customization:
Document Action
Validations
Save:
- It is used to save the records after the mandatory fields are filled.
Delete:
- It is used delete the records before the transactions are done.
Process
Header Process
1) Copy service product - It helps to copy service product header
2) Copy service product Lines - It helps to copy details from service product lines
Warranty Process
1) Copy Warranty Parts - It helps to populate warranty part details which is already created as master
2) Generate Warranty Invoice - It helps to generate invoice for service product