To Add a Sale of Optional Components to a Service Order, Appointment, or Sales Order

You can add the sale of optional components within a service order on one of the following forms:

  • Service Orders (FS300100): You add the sale of optional components directly to the service order.
  • Appointments (FS300200): You add the sale of optional components to the appointment, and the sale is automatically added to the service order.

You can also add the sale of optional components within a sales order on the Sales Orders (SO301000) form.

To Add a Sale of Optional Components to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    • To add optional components directly to the service order, open the Service Orders (FS300100) form.
    • To add optional components to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each optional component being sold as part of the service order:
    1. On the table toolbar, click Add Row.
    2. In the Line Type column, make sure that Inventory Item is selected.
    3. In the Inventory ID column, select the identifier of the stock item that is associated with the component.
    4. In the Equipment Action column, select Selling Optional Component.
    5. If the component is being added to a piece of target equipment, in the Target Equipment ID column, select the identifier of the target equipment.
    6. If the component is being added to a piece of model equipment that is being sold within the same service order or appointment, in the Model Equipment Ref. Nbr. column, select the line reference number of the model equipment.
    7. In the Component ID column, select the identifier of the component specified in the model equipment.
  5. On the form toolbar, click Save.

To Add a Sale of Optional Components to a Sales Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type related to the sales order.
  3. In the Order Nbr. box, select the reference number of the needed sales order.
  4. On the Details tab, do the following for each component being sold as part of the sales order:
    1. On the table toolbar, click Add Row.
    2. In the Inventory ID column, select the identifier of the stock item that is associated with the component.
    3. In the Equipment Action column, select Selling Optional Component.
    4. If the component is being added to a piece of target equipment, in the Target Equipment ID column, select the identifier of the target equipment.
    5. If the component is being added to a piece of model equipment that is being sold within the same sales order, in the Model Equipment Line Nbr. column, select the line reference number of the model equipment.
    6. In the Component ID column, select the identifier of the component specified in the model equipment.
  5. Click Save on the form toolbar.