ANY Process Demo: Service

Overall process flow

Steps

Make sure you have already set up the prerequisites for this process.

1. Select the Service menu button.

   

2. The following page appears. Enter the service order number or use F6=Lookup to select the newly created service order from a list and continue with step 5, or select F8=Search Customer and continue with the next step.

   

3. Enter the search filter *CAN*.

   

4. Select customer 10000 The Cannon Group PLC and confirm with F4=OK.

   

5. Enter the service order or use F6=Lookup to show all the service orders for that customer.

   

6. Enter the finishing date (default is today) and confirm with F4=OK.

   

7. The following page shows the items to be serviced. After selecting one of the items, choose one of the available actions.

   

Used materials (F7=Materials)

8. When the user presses F7=Materials, the following page appears. Enter an item number or use F6=Lookup for a list of all items. Confirm with F4=OK.

   

9. Enter the quantity in the next page. After confirming the quantity, you return to step 8. No availability checks are made to ensure continuity of the work at hand.

   

10. Press F1=Back to Service Items to return to the service items.

    

Spent resources (F8=Hours)

11. Enter the resource number (by default the system presents the user ID of the External User), or use F6=Lookup to select a resource from a list. Press F4=OK to confirm.

    

12. In the next page, specify the amount. Enter the amount of hours spent and press F4=OK.

    

13. Press F1=Back to Service Items to return to the service items.

    

Spent cost (F9=Costs)

14. Enter the Service Cost Code START, or use F6=Lookup to view possible costs in a list.

    

15. After confirming the cost code, enter the amount.

    

16. Press F1=Back to Service Items to return to the service items.

    

Check Service Item Worksheet (F4=Check Worksheet)

17. The system presents all the data entered in the previous steps in the next page. Depending on whether an item was selected in the previous list, you see an overview for the entire order or for only one of the items serviced. When the service is finished, selecting F4=Worksheet OK returns you to step 2. F1=Back to Service Items returns to the previous page.

    

18. Note that after entering an item, a resource, or service cost, the Service Item Worksheet for the service order is updated.

    To see the result in BC, go to Service > Order Processing > Service Orders and select the created service order (SO000009).

    Select the line with Service item 7 and select the line button to open the menu, then open the Service Item Worksheet. The data entered from the mobile process appears here.