FSO Header

FSO Header

New FSO or New Quote
or existing FSO number

This page maintains the attributes for a field service order.

Tabs

FSO Header	This page displays header attributes for a field service order.
Material	This page maintains material lines for the FSO.
Service	This page maintains service lines for a field service order.
Expense	This page displays and maintains expenses for the FSO.
Labor	This page displays and maintains labor lines for the FSO.

Header

Machine	A number or identifier for a machine installed at a customer site. Source: Customer Machine Setup in Field Service Orders.
Description	A description associated with a machine.
Customer	A code or abbreviation representing a customer. Source: Customer Maintenance in System Tables.
Location	A customer installation site defined in Customer Site Location Maintenance in Company Tables or a service and repair site defined in Service Customer Site Maintenance in Service and Repair.
Building	The physical location of the machine at the customer site. Memo only. Source: Customer Machine Setup in Field Service Orders.
FSA ID	A code representing a field service agreement. Source: Field Service Agreement in Field Service Orders.
FSO	A code representing a field service order. Source: FSO - Machine Information in Service in Customer Portal.
Status	The status of the field service order: Quote - The field service order is a quote. Open - The field service order is in process. Confirm - The field service order is completed.
Call Date	The date service was requested by the customer. Defaults to the creation date of the field service order.
Call Time	The time service was requested by the customer. Defaults to the creation time of the field service order.
FSE	The field service engineer identifier. Source: Field Service Engineer Setup in Field Service Orders.
Service Date	The date service was started by the field service engineer. Defaults to the creation date of the field service order.
Service Time	The time service was started by the field service engineer. Defaults to the creation time of the field service order.
Override FSA	If yes, the field service agreement has been overridden. If no, the field service agreement has not been overridden. This checkbox only displays if a field service agreement exists for this field service order and the field service engineer is authorized to override the field service agreement using the Override FSA checkbox in FSO - Machine Information in Service in Customer Portal.
PO	The customer purchase order number.
PO Line	The customer purchase order line number.

Header Hyperlinks

FSA ID	This page displays field service agreement (FSA) attributes that apply to a specific machine.
Trouble	This page categorizes and maintains comments about the trouble with the machine, as reported by the customer.
Diagnostics	This page records the probable cause of the malfunction of a machine, as diagnosed by the field service engineer.
Service Action	This page records the service actions taken by the field service engineer.

Hyperlinks

Update Header	Updates the field service order.
Open Orders	This page displays all open orders and quotes for a machine.
Preview FSO	This page displays all field service order lines in a field service order and completes the field service order.