# Field Service Order Entry (FSO.E)
Read Time: 5 minute(s)
# General
Order No Enter the order number you wish to add or change. Leave this
field blank if you want to enter
a new order and have the system assign the order number when you save the
order.
Co Code Enter the company code this record should be applied to. The company code must be predefined in the CO.CONTROL procedure. If only one company code exists, it will automatically be inserted into this record for you.
Serial No Enter the serial number of the equipment serviced by this order. You may leave this field blank if there is no serial number available, however the service history for the serial number will not be updated.
Vendor Id Enter the vendor that should be invoiced for any warranty charges. If a vendor has been defined in SERIAL.E , it will be loaded into this screen for you but can be changed as required.
Hold Code A user defined code indicating that the order is on hold. Only new/open orders can be placed on hold and the status cannot be updated to "C" for complete while on hold. At file time, the system will notify the user if the customer has exceeded their credit limit and give the user the option to place this order on hold. If the user places the order on hold, a "C" (for credit hold) will be entered into the hold code field.
Hold Date The date the order was placed on hold.
Order Type Enter the code that identifies the type of order being processed.
Status The system will default the status of "O" (open) when the order is first entered. When you have made all of your entries and are ready for the to be posted, enter the letter "C" (complete). When the order is filed with a "C" status inventory and labor will be posted, and the order will be available for processing by the invoice posting procedure FSO.P1 .
Order Date Enter the date on which the original request for service was made. On new orders the system will default the current date which may be changed if appropriate.
Sched Date Enter the date on which the service is scheduled to be performed.
Service Date Enter the date on which the service was performed.
Post Date Contains the date on which the order was posted and an invoice was created by the FSO.P1 procedure. It may not be changed.
Service Unit Enter the identification of the service unit (van, truck etc.) that was used in performing the service.
Service Unit Description Contains the description of the service unit used to perform the service. It may not be changed.
PM Service Check this box if preventive maintenance was performed on the equipment as part of the service order.
Last PM Date Displays the last preventive maintenance date as recorded in the Serial file.
Meter Enter the reading taken from the meter on the equipment at the time the service was performed. For example, miles or hours.
Rep Enter the identification of each representative involved in carrying out the service order. These will be loaded automatically based on the service unit entered, but may be changed as required.
Order Pct Enter the percentage to be used in determining the level of credit given to each rep for their involvement in carrying out the service order. These percentages affect are used along with the commission percentage to determine the amount of commission to be paid.
Equipment Part Enter the part number of the equipment being serviced.
Equipment Model Enter the model number of the equipment being serviced. This information may be loaded automatically based on the part number entered.
Equipment Desc Enter the description of the equipment being serviced. This information is loaded from the Serial file when available.
Category Displays the category defined in the parts master for the equipment.
Cust No Enter the number of the customer associated with the equipment. This may be the owner or renter of the equipment. When available this information will be loaded automatically from the Serial file.
Customer Name Contains the name of the customer as it appears on the customer master file. It may not be changed.
Address Enter the address at which the equipment resides and the service is to be performed.
Bill To Enter the number of the customer that is to be billed for the service order.
Bill To Name Contains the name of the bill to customer for the order. It may not be changed.
Bill To Addres Contains the address of the customer to be billed for the service order.
Zone Enter the geographic zone within which the equipment resides. The zone is used in the calculation of service rates.
Contact Enter the name of the person to contact at the customer regarding the service order.
Phone Enter the phone number of the contact person at the customer site.
PO Number Enter the purchase order number assigned by the customer for the service order. This number will be referenced on the invoice.
Invoice.No Contains the invoice number assigned for the service order. This number is assigned at the time the invoice is created during the posting of the order with FSO.P1 . It may not be changed.
Terms Enter the terms code that defines the payment requirments for the service order.
Terms Description Contains the description of the payment terms defined by the terms code. This may not be changed.
Notes Enter any notes applicable to the service order.
Tax Code Enter each of the tax codes that applies to the address at which the equipment resides.
Tax Percent Contains the percentage of the associated tax code.
Total Tax% Contains the sum of all the individual tax percentages.
Version 8.10.57