This solutions article will go over the process for creating a Service Order. 


One service order can be created from a service quote. Service orders for subsequent wells must be created by copying the first service order or from a new quote. All new quotes must go through the approval process, therefore the preferred method for multiple wells is to copy service orders.  


The result for each method of service order creation is at least one service order that can be used to execute the service process.  


TABLE OF CONTENTS



Creating a Service Order from an Existing Service Quote


  • Quotes are created by the Quotes department and no by the branch
  • The existing Service Quote must be approved
  • Service Orders are used for rentals or service, but not for product sales


Work Center: Service Orders

View: Service Quotes



  • Use search to pull up the Service Quote
  • The yellow triangle indicates that this quote is approved
  • Click on the "Preview" button to see the quote



View of quote



Click the "Follow-Up" button and then "Service Order"



Check the follow fields

  1. Verify Account is correct
  2. Edit subject as needed
  3. Enter AFE & PO if required
  4. Make sure "Enabled for FieldVu" is checked
  5. Click "View All"



Proceed to the "Involved Parties" tab, verify or enter the correct well as the "Ship-to" and verify the Service Execution Team. 


  1. Select "Involved Parties" tab
  2. Verify or enter correct well as the "Ship-To"
  3. Verify the "Service Execution Team"



Click the "Submit" button and "Release to Service Execution"



A corresponding job will be created in FieldVu with the same job number as the Service Order number. 


If there isn't a job in FieldVu with the Same Service Order number, verify the "Enabled for FieldVU" checkbox checked.


Creating a Service Order from an Existing Service Order


Copy an existing service order based on an approved quote


This is like copying a Sales Order from a Sales Order, except it is done in the Service Orders work center. 


Work Center: Service Orders

View: Service Order Processing



Search for the existing Service Order that you wish to copy, select it and then click the "Copy" button


  1. Search for and select the existing Service Order
  2. Click the "Copy" button



On the New Service Order page, verify the account is correct, adjust the subject if needed, input an AFE or PO if required, check the "Enabled for FieldVu:" box and then click the "View All" button on the top right. 


  1. Verify Account
  2. Update the Subject
  3. Input AFE & PO if required
  4. Check the "Enabled for FieldVu" box if it isn't
  5. Click "View All"



Proceed to the "Involved Parties" tab, verify or enter the correct well as the "Ship-to" and verify or change the Service Execution Team. 


  1. Select "Involved Parties" tab
  2. Verify or enter correct well as the "Ship-To"
  3. Verify the "Service Execution Team"



Click on the "Service and Spare Parts" tab and add/remove/update the line items of the Service Order


  1. Click "Service and Spare Parts" tab
  2. Add, remove, or update the line items for the New Service Order



After you finished with updating the service and spare parts, click the "Save" button, the "Submit" button and then click "Release to Service Execution"


  • Click the "Save" button
  • Click the "Submit" button
  • Click "Release to Service Execution"



A corresponding job will be created in FieldVu with the same job number as the Service Order number.


If there isn't a job in FieldVu with the Same Service Order number, verify the "Enabled for FieldVU" checkbox checked.

Creating a Service Order from Scratch


Work Center: Service Orders

Common Task: New Service Order



Input the customer account, which will populate most of the information. Input the subject, AFE & PO if required, check the "Enabled for FieldVu" checkbox and then click "View All"


  1. Input the customer Account
  2. Input the Subject
  3. Include AFE & PO if required
  4. Check the "Enabled for FieldVu" checkbox
  5. Click "View All"



Proceed to the "Involved Parties" tab, verify or enter the correct well as the "Ship-to" and verify or change the Service Execution Team. 


  1. Select "Involved Parties" tab
  2. Verify or enter correct well as the "Ship-To"
  3. Verify the "Service Execution Team"



Next, click the "Services and Spare Parts" tab and then add in the services & parts. 


  1. Click "Services and Spare Parts" tab
  2. Add the lines for the services and parts. 



After adding all of the services and parts, save the Service Order and then click the "Submit" button and "Release to Service Execution"


  • Click the "Save" Button
  • Click the "Submit" button
  • Then click "Release to Service Execution"


 

A corresponding job will be created in FieldVu with the same job number as the Service Order number.


If there isn't a job in FieldVu with the Same Service Order number, verify the "Enabled for FieldVU" checkbox checked.