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  • You have created the necessary master data.
  • You can choose to use a one-time customer and one-time vehicle, and then to enter the required data manually.
  • You have assigned the vehicle a customer.
  • In Customizing, you have checked the action control settings for the vehicle as well as the order control settings and tailored these to your business processes.

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  1. You enter additional order data, can add a header text and footer and edit partner data.
  2. You enter the order items. You can use the item categories, such as:
    • Labor value
    • Part
    • Package
    • Manual part and manual labor value
    • External service with and without purchase order
    • Text
    • As soon as you include a part in the order as an item, the system checks the part replacement for this part.
  3. You can group order items into jobs.
  4. You can define prices, discounts, and surcharges and perform pricing.
  5. You can trigger a procurement process (purchase requisition/stock transport order) for a parts item or for an external service with purchase order (see Procurement).

Release, Post, and the Bill Service Order

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  1. Once individual jobs or the entire order has been executed, you confirm the jobs or order as technically complete.
  2. If you want to split the order among several bill-to parties, perform an Order Split for the job in question.
  3. You bill the order.
  4. You print one or more invoices for the bill-to party or parties.