To Add Upgraded Components to a Service Order, Appointment, or Sales Order

You can add components (upgraded components) that replace the default components of the model equipment being sold within a service order on one of the following forms:
  • Service Orders (FS300100): You add the upgraded components directly to the service order.
  • Appointments (FS300200): You add the upgraded components to the appointment, and the components are automatically added to the service order.

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

Before You Proceed

Before you start, make sure that the necessary components have been created on the Stock Items (IN202500) form. The model equipment entities for which you want to upgrade components have to be already added to the sales order, service order, or appointment. For details, see To Add a Model Equipment Sale to a Service Order, Appointment, or Sales Order.

To Add Upgraded Components to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    • To add upgraded components directly to the service order, open the Service Orders (FS300100) form.
    • To add upgraded 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 component being replaced (upgraded):
    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 being upgraded.
    4. In the Equipment Action column, select Upgrading Component.
    5. In the Model Equipment Ref. Nbr. column, select the line reference number in the service order or appointment of the model equipment in which you want to upgrade a component.
    6. In the Component ID column, select the identifier of the component being upgraded specified in the model equipment.
  5. On the form toolbar, click Save.
Note: The Ref. Nbr. numbers in the table on the Details tab are assigned automatically and cannot be changed.

To Add Upgraded 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 upgraded 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 being upgraded.
    3. In the Equipment Action column, select Upgrading Component.
    4. In the Model Equipment Line Nbr. column, select the line reference number in the service order or appointment of the model equipment in which you want to upgrade a component.
    5. In the Component ID column, select the identifier of the component being upgraded specified in the model equipment.
  5. Click Save on the form toolbar.