Tabs

Service Request

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Critical Fields:

1) 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.

2) 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.

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

4) Service Request Date- The date when the service call from the customer is raised.

5) Invoice- If Without invoice check box is not enabled user can select a invoice.If Without invoice check box is enabled this field will be in read only.


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) Project- If this product or customer is linked to a project user can select the project.A Project allows you to track and control internal or external activities.

2) User Contact- The person who attends the service call user can provide their name here.

3) Priority- User can set the priority of the service request based on the customer urgency and importance.

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

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

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

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

8) Date Required- Service required date to be mentioned

9) Without Invoice (Check Box)- This check box is used to vary the transaction if this check box is enabled user can proceed the transaction without any customer Invoice reference.

10) Service Person- the person who is responsible for assigning the lay men to proceed the work (Service In charge name or Service supervisor Name)

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

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

13) Warranty Details- If this product is in warranty system will display the product warranty detail from service product Master.

14) AMC- If this product is in AMC system will display the product warranty detail from AMC Master.

15) Request Status- Request status will display automatically based on the service request proceeding transaction status.

16) Previous Request Number- If user want to tag this service request to a previous request number this field is used

17) Shipment/Receipt- If any customer return is available against this service request document number will display here.this is a read only field.


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:

1) Service Visit/Estimate

2) Service Job card

3) Service Followup

4) Service Feed Back


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 - This field is used to capture the estimated duration to process the task. 

2) Duration Unit - This Field used to capture the UOM of the duration.


Non-critical fields:


1) Activity Group master - List of activities will be displayed from the activity group master.

2) Duration - Service duration time will be displayed

Serial number/Lot number (ASI):

NA

Zoom conditions:

 

 

Customization:

Service History

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This Sub tab is used for only viewing purpose.This sub tab contains the service history of the selected Product.

History

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This subtab is used for viewing purpose.Here system display the service history for the selected service Request.

Service complaint

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Critical fields:

1) Name - It is used to mention service visit in this field

2) Description - It is used to mention service visit details


Critical & onetime setup fields:

 


Non-critical fields:

1) warranty complaint - This field used to mention the warranty complaint classification


Serial number/Lot number (ASI):

NA

 

Zoom conditions:

 


Customization: