Field Service Order - Service

Field Service Order - Service - Add Service Line

New FSO or New Quote
or existing FSO number

Service

Add Line

This page adds a service line to a field service order.

Linking Field Service Orders to Projects and Tasks

Linking a machine to a project and task in a field service agreement links any field service order for that machine to that project. Linking a task to a machine in the field service agreement links that task to a field service order by default but can be overridden.

If a machine is not linked to a project and task in a field service agreement, the field service order can be optionally linked to any project and task during processing.

Processing

Click the Item hyperlink to search for service items in the Service Catalog to add.
Enter the quantity to add.
Enter an adjusted unit price, if necessary, in the Price field.
Enter or select values in additional fields as appropriate.
Click the Update FSO hyperlink to confirm the addition.
Postings are not generated until the FSO is completed.

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.

Paging Area

Service Item	A service item. Source: Service Catalog Maintenance in Engineering or Asset Life Cycle Management.
Revision	The revision level of an item. An item is uniquely identified by its number and revision number.
Quantity	The quantity requested.
UM	Production, inventory and costing transactions display quantities using the stock unit of measure. Set in Engineering Workbench. Source: Units of Measure (SYUMS) in Company Tables.
Price	The price per unit of measure.
Currency	A code representing a currency used for monetary exchange. Source: Currency Maintenance (SYCURRS) in System Tables.
Reason Code	A code representing the reason for this transaction. Source: Reason (SYRSNS) in Company Tables.
AGC	Item accounting group code. The accounting group code assigned to a record determines the accounts used to create journal entries when Financial Integration Management is processed. Source: Item AGC Maintenance in Company Tables.
Project	The project linked to the order. Source: Project Definition Maintenance in Project Definition. If this field service order is linked to a field service agreement using Project Task Linking in Field Service Orders in glovia G2, the project cannot be changed. Otherwise blank and can be manually changed.
Task	The task linked to the order line. Source: Project Definition Maintenance in Project Definition. If this field service order is linked to a field service agreement using Project Task Linking in Field Service Orders in glovia G2, the task defaults to the task selected for this machine in the field service agreement. Otherwise blank. Can be manually changed.
Comment	This window allows comments to be entered about this line.

Hyperlinks

Update FSO

Updates the field service order.