1. Service Management Implementation Guide
  2. Prerequisites

Prerequisites

Before you complete the tasks in this section:

  • Set up work order document types in the Document Type Maintenance program (P40040) from the Work Order Setup menu (G1742).

  • Set up inventory AAIs to track inventory cost.

  • Ensure that the document type on the work order is set to 1 in the Work Order field on the Document Type Maintenance program (P40040).

  • Set up AAIs to cost routings.

  • Complete the parts and labor details for the applicable work orders.

    The prices for the parts and the cost of the labor are the basis for quotes.

  • Define the processing options for the CRM - Manage Service Orders program (P90CD002) or the Work Order Revisions program (P17714) to process prepayment transactions.