Creation of Service Orders for Deferred Work

You can use this function to copy the jobs and items belonging to deferred work from the service quotation Service Deferred Work (2201) to a new service order, depending on the customer's decision.

Prerequisites

You have done the required steps described in Order Processing for Additional Work.

Features

During the next customer visit, if you create a new service order for the customer's vehicle, you can choose to create the order by using the order wizard (see Wizard). On the Quotations tab page in the wizard, you see all the open service quotations that exist for that vehicle, sorted according to document category Quotation (B). The service quotations of order type Service 2201 (or order types assigned in the Customizing activity VSS > Service > Deferred Work > Define Criteria) contain the deferred jobs and items from the previous service appointments. In the wizard, you can copy the relevant jobs and items from the service quotation to the new service order or, if the customer has changed his mind, reject the jobs and items.

You can copy jobs and items from different service quotations to the new service order.
If items of a job have been rejected, they are not copied with the job to the new service order.
Depending on whether you have copied or rejected all the deferred jobs or just some of them, the system carries out different events when you save the service order:

• You have copied or rejected all deferred jobs: First, the system executes the Close Job (JOB_CLOSE) event for the jobs and then the Cancel Order (ORD_CLOSE) event for the service quotation.
• You have only copied some of the jobs: The system executes the Close Job (JOB_CLOSE) event. The service quotation is still valid.