Ordering Service Programs after the Product Sale
You can create service-only sales orders for service programs to apply to customer products in the installed base. For example, if your customer wishes to purchase a service program for extended service coverage after the product's warranty has expired, you can select the particular customer product from the installed base and automatically create a sales order for the new service program. After Oracle Service creates the sales order, you can book and process the sales order in Oracle Order Entry/Shipping.
When you order a new service program for a customer product, Oracle Service uses the Order Import program in Order Entry/Shipping to create the sales order. After you book the sales order, the Service Interface passes information to Oracle Service, and the Autocreate Installed Base program adds information about the new service program and the new sales order to the installed base.
Order Type
You can set the profile option Service:Default Order Type for Service Orders if you want to set the default order type for service-only sales orders.
Service Cotermination
You can use the Coterminate check box to end the service program at the same time as other service programs for the same customer or system.
On-line Creation of Service Orders
You can set the profile option Service: On-line Processing of Sales Orders to Yes if you want to generate a sales order on-line. If this profile is set to No, a request is submitted to run OrderImport concurrently.
To order a service program after the product sale:
2. Select a customer Name.
4. Choose a service Start and End Date.
If you enter start date, duration, and period, the end date will be calculated. If you specify the start date and end date, the duration is calculated based on your setting for the profile option Service:Day Unit of Measure.
5. Optionally check Coterminate to set the end date for this service program to the customer or system cotermination date. See Cotermination.
6. To add the service as a new order, choose New Order then select an Order Type, Price List, and PO Num, and optionally any pricing attributes.
7. To add the service to an existing sales order, choose Add to Order.
Note: Service-only orders are sales orders that have been created by Oracle Service and imported into the Order Entry system using Order Import.
Select an order number that is an existing open service-only sales order. The Order Type, Order Date, and PO Num default from the entered order.
9. Choose Customer Products.
The Find Customer Products window appears.
10. Enter or select information from one of the available fields to find the record, then choose Find.
11. Choose the products for which to order service.
The start and end dates are defaulted from the start and end dates that you chose in the Order Service Programs window. You can optionally change the data for any or all of the products that you select. Changing the field values in this window recalculates the service's price.
12. Choose Submit to import the information into the Order Entry system.
Note: Choosing Submit creates a sales order immediately after confirming your choice. The Eligible for Service check box is checked if the Service is available to be ordered for the customer product.
See Also
Agreements
Cotermination
Setting Up Service Availability
