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--- erp-manual:cloud:production:serviceorder [2022/11/26 05:19]
Varun Nagrecha
+++ erp-manual:cloud:production:serviceorder [2024/04/29 06:23] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- =====Service Order=====
+ ======Service Order======
-====Overview====
+=====Overview=====
 When a Service Order is requested in a Job Order, the request is displayed in the Pending Create SO screen. From this screen, you can create Service Order. On clicking the Create SO button, a new Service Order is created with details filled from the Job Order. \\
@@ Line 8: / Line 8: @@
 After the service order is Approved, the Task with that service order will be approved automatically.
-====Service Order Screen====
+ ===== Start =====
+  * **From Pending Create SO: ** Click on Pending Create SO Menu. The Pending Create SO screen show the tasks for which Service Order is requested and SO is pending to be created. Click on Create SO button for required task.
+  * **From Job Order screen: ** Click on Job Order Menu. Open the Job Order and then Open the Task for which Service Order has to created. Click on Create SO button.
+===== Header =====
 The Service Order is created from the Pending Create SO page when the user selects the Create SO button.
- {{ erp-manual:cloud:production:serviceorderfullscreen.png?500 }}
+ {{popup>erp-manual:cloud:production:serviceorderfullscreen.png?500}}
-In header section, all data is derived from the Job Order. The only field to be entered by the user is Vendor Name.\\
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
-To edit the header follow the below steps:
-  * To edit header Click Edit Symbol on right corner of Header section or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed.
-  * Fill in the Vendor name. If the vendor name is not present or it is a new vendor then click on the + icon for getting supplier quick edit screen where a user can type its name, address and contact information all in one screen and can add a supplier quickly.
-  * Select the currency from the dropdown list, if the selected currency is incorrect.
-  * The user can change the Required On date, if necessary and add Comments.
-  * Document Code will come automatically after the document is saved. It is based on the from and to location and also the current date.
-  * From Location, Document Code, and Order Incharge will come automatic.
- {{ erp-manual:cloud:production:serviceorderheader.png?500 }}
+    * **Vendor Name**: Select the vendor for the order.
+    * **Currency**: Provide the currency of the order, by default system will show local currency
+    * **Required On Date**: Specify the date by when the SO is required.
+    * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name
+    * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address
+    * **Comments**: Any comments regarding the Service Order.
+{{popup>erp-manual:cloud:production:serviceorderheader.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+===== Line Items =====
+In line item, data is automatically added from the job order. The user is only required to add the unit price for the line item. The unit price will be sent to job order after the task is closed and will be set as the labor cost for that particular task.
-In line item is automatically added from the job order. The user is only required to add the unit price for the line item. The unit price will be sent to job order after the task is closed and will be set as the labor cost for that particular task. \\
 To edit line items, follow the below steps:
   * To edit the line items, click on edit and a popup will open.
   * Once the editor of line item is opened, the Item ID is displayed on the top.
   * In the editor a user needs to fill the Unit Price. All the other fields will be filled automatically from the job order.
-  * The selling price is automatically calculated based on Unit Price.
- {{ erp-manual:cloud:production:serviceorderlineitems.png?500 }}
+ {{popup>erp-manual:cloud:production:serviceorderlineitems.png?400}}
+===== Payment Terms =====
+**Step 1:** Click edit Terms. System will open a popup to edit the information of the terms. following information is required:
+    * Payment date, Credit Days, Payment Terms and Mode of Payment
+    * After editing is done, click **Confirm** to close the popup.
+===== Summary =====
+This section will show the following key information
+  * Values: Total value of the transaction, including tax, discount, total payable
+  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
+  * Status of the document
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+**Note: ** When the task with that service order is completed, the service order status will automatically change to Order Closed.
+===== Attachments =====
+Note: Attachments can be added only after document is saved.
+**Step 1:**
+After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:attachment.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one attachment can be uploaded.
+===== Comments =====
+Note: Comments can be added at any time, even if the document status is pending or closed.
+To add comment click on Add button and provide the comment in the popup.
+{{popup>erp-manual:cloud:comments.png?300}}
+Note: User can edit only their own comment, eg: User A cannot change comment of User B
-The document status will be updated automatically, there is no need for user to update Service order status manually. When the task with that service order is completed, the status will service order status will automatically change to Order Closed.

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