You can create service orders manually, either for one service agreement or for several service agreements. When they are created, you can view your service orders in the form.

Note Note

Service orders are only created for the valid period of the service agreement. If the interval that you specify in the dialog box is before the start date or after the end date of the service agreement, service orders are only created for the part of the interval that falls within the service agreement.


Create service orders automatically for a service agreement

  1. Click > Common Forms> .

  2. Select a service agreement.

  3. Click , and select the submenu item .

  4. Specify dates in the and fields to define the service period.

  5. Select the check box to display a list of the service orders that are created.

  6. Select transaction types under . The transaction types represent the lines that are created in the service agreement, and each transaction type that you select generates several service orders, depending on the service interval that is specified on the service agreement line.

  7. Select the check box if you want to create any service orders that are missing within a continuous series of service orders, and then click OK.

Tip Tip

If you now click and select the submenu item , you can see the service orders that are generated from the selected service agreement.


Create service orders automatically for several service agreements

  1. Click > > .

  2. Make selections to delimit the criteria you want to use for service order creation.

  3. Click OK.

See Also