Create a Service Order

Manage equipment and functional locations for which services are done using Service Order. Service Order leverages SAP ECC-CS (Customer Service) module. Review service notifications, process them and using the information in the service notification create, update, and track Service Orders with partner, contract, and item details.

When you create a service order, the partner or external service vendor is contacted and the request for the service is done manually. The external vendor is notified automatically when the service order is created. Use the service order to track all the services done for the equipment or functional location and track the service details like work done, spares replaced and so on.

Once the service is done and the external vendor is paid and the details are captured in the service order, you can close the service order marking it complete.

To create a service order:

  1. In the Home screen, tap My Jobs.

    You can also tap the Create icon directly on the My Jobs module.

  2. Tap the Create icon on top-right of the Work Orders screen.
    Figure 1. Create Service Order


  3. In the New Work Order screen, enter the following details in the Header tab:
    • Order Type: Select the Order Type from the list (for example, SM01 (Service Order)).
      Note: The Partner tab is displayed based on Order Type configuration (for example, when you select Order Type as SM01 then the Partner tab is displayed).
    • Priority: Select the Priority from the list.
    • Planning Plant: Select the Plant from the list.
    • Description: Enter description.
    • User Status: Select the User Status from the list.
  4. Click Save.
    A message appears confirming that the Work Order <number> is successfully created.
    Note: In the popup screen, tap View WO List to navigate to the work order that you created and add additional details.
    Or you can directly tap the other tabs in the Details tab to fill the other details and save later once all the required details are filled.