Similar to an Invoice, a Service Form can be an independent document or as part of a Sales Order compilation.
A Service Form can be created via an Order Set or from Service Form page in the Master View.
To Create Service Form from Order Set:
1 . Go to the Order page in Master View and open the selected Order for issuing the Service Form.
2 . Make sure an Order Set is selected and Schedule menu is displayed.
3 . Click on the Attach Service Form option in the Schedule menu.
4 . Proceed to the steps in Entering Service Form Information.
To Create Service Form from Master View:
1 . Go to the Service Form page in Master View and click on New button or Ctrl+N for new Service Form.
2 . This will open a new service form for data entry.
3 . Proceed to the steps in Entering Service Form information.
Entering Service Form Information
1 . Select the desired Customer account from the Lookup.
2 . To change the Org Group, click the button beside “File under”, otherwise leave as it is.
3 . Enter the service form details such as “Handler”, “Nature Of Service”, “Date & Time Start” and “Instructions” where it is applicable.
If the Service Form is created from Order Set, most of the information is already pre-filled based from information in the Schedule.
4 . If the Service Form involves stock movement such as Delivery Order, please choose Delivery Order from the Stock Note pulldown.
5 . Select “Bill Items” or use the “>” button on the top right to proceed to the next page.
Filling in the Billing Info
1 . Click on the empty “Code” box and select an item using the lookup button.
2 . Fill in the price and quantity, the amount will then be calculated automatically.
You must not leave the 1st line blank in order to complete this service form.
3 . To use the barcode scanning feature instead, use the Ctrl+B keys or click on the “View” -> “Bar Code Scanning” menu.
4 . Fill in additional descriptions of the current product item using the next blank row or lines at the bottom and by leaving the “Code” box empty.
5 . All the items in the “Bill Items” are reflected in the “Stock” section on the next page.
Filling in the Servicing Info
- Click on the desired Target tabs.
- Enter the servicing details such as “Tags”, “Area”, “Status” and “Remarks” where it is applicable.
- You can also enter any Tracking Item details below the Servicing Info.
- Select the desired Tracking Item and enter the current amount and date info.
Saving & Printing
- To save, press Ctrl+S keys or click on the Save option in the Operations menu. A new Service Form number will be generated during the saving process.
- To print, press Ctrl+P keys or click on the Print option in the Operations menu and select Invoice.