Use the SO (Service Order) Entry Form to create Service Order claims which help to track the work completed at all facilities, including third-party work (for example, a non-Raymond technician working on a Raymond Corporation truck). Once submitted, the service orders are exported into Maintenance. Saving the service order as a draft will enable follow-up changes to be made.
To access and use this form:
1.From the Dashboard, click [Customer SO] Customer SO > [Service Orders] Service Orders > [Entry Form] Entry Form.
2.Select the facility where the claim is located.
3.Select the vehicle serial number associated with the claim.
4.Click [Use Serial #] Use Serial # to process the filter selections. The information on file for the selected facility and serial number display at the top of the form.
Fields with an * (asterisk) next to the field name are required. Fields with a down arrow in the entry area of the field are a drop-down list of choices.
The table below shows which fields display in the Parts section based on which label is selected from the Parts Type drop-down list:
|
Drop- Down Label |
Part # |
Part Description |
Unit Quantity |
Unit Price $ |
|---|---|---|---|---|
|
Raymond Part |
x |
|
x |
|
|
Custom Part |
x |
x |
x |
x |
The Part # (Number) is required when entering a new part. To search for a part based on the beginning part characters, enter three or more of the beginning numbers. Click the [Add Part] Add Part button. The Parts list opens starting with the number(s) closest to the number(s) you entered.
Click [Add Material] Add Material to add a new Material line item to the claim. A list of all materials entered for the service order appears.
Note: The required information in the header must be entered before the Parts list will open.
The buttons at the bottom of the form are described below:
•New - Starts a new claim. The page returns to the main SO Entry window, and any changes made to the current claim are cleared.
•Save Draft- Saves a new claim, or saves changes made to an existing claim. The claim is not exported so additional changes can be made.
•Submit - This button only appears if the claim is editable. Click [Submit] Submit to save the current claim. Once this button is selected, the claim is marked for export and cannot be changed. The claim is exported during a nightly process that then moves the claim into our ERP system.
Note: Claims must have either parts or materials entered.
Tip: This form cannot be submitted if "Select One" is still selected in the Billing Code or Repair Code fields.
•Delete - Deletes a saved claim. A window opens to confirm whether to delete the claim. Click [OK] OK to proceed.
•Print - Prints the displayed claim.
•Previous - Loads either the previous claim (for example, if you are viewing SO # 100, then SO # 99 appears), or the last claim that was worked on.
•Next - Opens the next claim. This button does not appear if you are viewing the last claim.
Suggested Uses
•Record which truck was worked on, for how long, how much the truck has been used (via deadman hours), what parts were used, and which technician worked on the truck.
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