This solutions article will go over the steps to Create and Process a Service order and Service Confirmation for Customer Property. 


TABLE OF CONTENTS


Creating Service Order


To being, you'll create a new Service Order


Work Center: Service Order

View: NA

Common Tasks: New Service Order


Proceed to the "Service Orders Work" center and click on the "New Service Order" Task


  1. Click the "Service Orders" Work Center
  2. Click the "New Service Order" task



On the "New Service Order" page, click the "View All" button in the top right. 


  1. Click "View All" button.



After clicking "View All", proceed to the "Accounts and Affected Product" tab. Once on this page, input the Customer Account and then scroll down to the "Affected Products" section. 


  1. Click "Accounts and Affected Products" Tab
  2. Input the Customer Account in the "Name" Field
  3. Scroll down to "Affected Products"



At the Affected Products area, input the "Registered Product ID" number in the "Registered Product" field. Once it's input, then double click the "Registered Product" number to proceed to the "Registered Product: Overview" Page to grab the Lease name information. 


If you need to remove the registered product ID, you'll need to first un-check the "Main" checkbox on the right.


  1. Input the "Registered Product" number
  2. Double click the "Registered Product" ID



On the "Registered Product Overview:" page, click the "Tracking" tab to pull up the movement history information. You can find the Well name in the Business Partner field from the previous Outbound delivery. 


Either write this down or right-click "Copy", because you'll need to input this into the "Name or Well" field on the Service Order page. 


  1. Click the "Tracking" tab
  2. Write down or right-click "Copy" to copy the field of the Well/Lease name
  3. Click the "Close" button



Once your back on the Service Order page, input the Well/Lease name in the "Name or Well:" field. Then, click the "Main Information" tab. 


  1. Input or copy the Well/Lease name in the "Name or Well:" field. Once it's entered, select the drop-down that appears to auto populate the Address information. 
  2. Click the "Main Information" tab. 



On the "Main Information" section, you'll need to fill out the required fields below. 


Input the "Service Performer", "Service Execution Team", verify the well name is correct by checking the "Well Name Verified:" checkbox, select the appropriate "Order Type" and then select the "Default Logistics Area" if it already isn't filled. 


Then you'll need to fill out the additional fields if you have that information. 


Once you've finished filling out the fields, proceed to the "Services and Spare Parts" tab. 


  1. Fill in the "Service Performer" field (Shop Tech)
  2. Fill in the "Service Execution Team:" field (Location services are being performed at)
  3. Check the checkbox for "Well Name Verified:"
  4. Select the appropriate "Order Type"
  5. Fill in the "Default Logistics Area:" (1000-10)
  6. Fill in any additional information that you have in the appropriate fields. 
  7. Select the "Services and Spare Parts" tab. 



In the "Services and Spare Parts" section, you'll add any products and services that are being rendered. Once they're added, select the appropriate quantity and verify the list price. 


Once that is complete, click the "Save" button to save the document and then click the "Preview" button to verify that the Service Order documentation is correct in the preview. You can save the file if needed to your computer from here. 


  1. Click the "Add Row" button to add the line items. 
  2. Add in the Product ID or Service ID
  3. Input the correct quantity and verify the list price, make changes if needed 
  4. Click the "Save" button. 
  5. Click the "Preview" button to verify the Service Order information is correct on the document. Save to computer if needed.



Once all of the information is correct in the Service Order, select the "Submit" button and select the "Release to Service Execution" from the drop-down to release the Service Order to "Order Pipeline"


  1. Press the "Submit" button
  2. Select "Release to Service Execution"



Create Service Confirmation


You'll need to create a service confirmation once the work is complete. 


Proceed to the "Field Service and Repair" work center and select the "Order Pipeline" view. 


Work Center: Field Service and Repair

View: Order Pipeline


  1. Select "Field Service and Repair" work center
  2. Select the "Order Pipeline" view




Once on the "Field Service and Repair - Order Pipeline" page, select the drop-down box on the top left and select "All Orders to be Executed". Then, in the search field, search for the Service Order number. 


Once the Service Order has been pulled up, select the Service Order line and click the "Complete Execution" button. 


  1. Change the search criteria drop-down box to "All Orders to be Executed"
  2. Input the Service Order number in the search field
  3. Once the Service Order is pulled up, select the line item
  4. Click the "Confirm Execution" button



Clicking the "Confirm Execution" button will take you to the "New Service Confirmation" page. 


On here, you'll verify the information and make sure any inventory products have the Logistics Area filled in. Click the "Services and Spare Parts" tab, then make sure the "Logistics Area" has 1000-10 filled in for each of the products that are being consumed. 


 Once the "Logistics Area" is filled in, click the "Release" button, then select "With Order Completion" from the drop-down. 


  1. Click the "Services and Spare Parts" tab
  2. Fill in the "Logistics Area" (Usually 1000-10) for each line with inventory items.
  3. Verify contents are correct and then click the "Release" button
  4. Select "With Order Completion" from the drop-down. 



After selecting "With Order Completion", it'll create a service confirmation for the work. 


With that complete, you can proceed to invoicing, which is detailed in this solutions article here -> Invoicing