Services

Service orders and confirmations for field and in-house work against sold service items.
NameDescription
Service confirmation line itemsA line of actual work on a service confirmation, tied to the planned service order line, with quantity in the service base unit.
Service confirmationsA document of the work performed against a service order, with time, materials, and completion evidence.
Service start dependenciesA stock or delivery condition that must be met before a service order can start.
Service order line itemsA planned service on a service order, linked to the sold service item and optionally to the sales order line.
Service order materialsAn authorized product quantity to issue for a service order before work starts.
Service ordersA work document to perform a sold or goodwill service for a customer or at a site.
Service visitsA scheduled or actual on-site appointment for one service order, with location, window, and assigned crew.