SR-A Enter Service/Repair Order

Purpose of Program

Use this program to enter a Service and Repair Order or Quotation.  The program is similar to SO-A  Enter Sales Orders, with a few exceptions as noted below.

General Program Operation

Enter a Service and Repair order exactly the same way you would enter a sales order.  For details on entering a sales order, refer to SO-A  Enter Sales Orders.  The only differences are that the program will prompt for whether you are entering an Order or a Quote, the Location will default to the Service/Repair Location defined as the default in SD-Q IS Tech Support Defaults, standard pricing will not pull in when entering a production part number, and, if the item being entered is a type N and has been designated a Service/Repair item in IN-B  Enter Inventory you will have the opportunity to enter Make, Model and Serial Number information for traceability.  If you want to itemize components, enter S/R as the Line Number for a component that will be processed using a work order or enter K as the Line number for a component that should be deducted from Inventory during invoice posting (if you will not be using a work order).  When entering a line, you will be able to enter an inventory Location so you can set up a Service Location for the order but have component lines pull from the primary stock Location during invoice posting.

To convert a Service Quote to an Order, Click the Convert button on the opening list.  The number of the quote will become the order number but the status will change from Quote to Order.

To print the Service Order, go to SR-B Print Service/Repair Order