Service Order Management Features and Functions

• Component search by serial number


• Component search by owner, location, or warranty


• Sales and service activity updates


• Items on shipment


• Remote and on-site sales entry tool for quoting/estimating, ordering, inquiry, and customer profile analysis


• Customizable system generated customer order templates for product, installation service, service request, and service contract


• Customer order template for installation service relative to various pre-defined customer setup scenarios


• What-if scenario capability to confirm the best and available customer setup scenarios


• Pre-defined list of next steps activities to carry on the installation service customer order, which includes an update capability for the proposed steps


• Service BOMs and routings of standard repair sequences and support processes


• Service order status inquiry


• Reports mean times between failures and to repair


• Failure and repair codes


• Failure code corresponding to multiple problems


• Repair code corresponding to multiple solutions


• Records service call materials by source warehouse


• Records warehouse transfers or material for field repair dispatch


• Electronic approval and multi-level approval such as engineering approval for fit and function, sales manager for estimates, and finance for credit


• Customer order status available on-line


• Integration capability with project management


• Integration capability with work management


• Visibility and management of remote site or distributed inventories and rotable spares