About Service Requests

Updated by Cheryl Wallace

Service Requests are part of the add-on Service module. A Service Request is one method used to create work orders for maintenance, usually unexpected repairs, for serialized inventory. These work orders have the status type of requested. The Task, Priority, Status and Description are all required.  Once a work order has been approved, the service request is no longer editable.

Watch this video for an understanding of managing preventative maintenance and emergency repairs with the Service module.

Fields on this tab include:

Work Order No

Displays the work order number associated with this service request.  Work order numbers are automatically generated according to the document numbers definition for the item's location when the service request is saved.

Item ID

Displays the Item ID of the selected serialized item requiring service.

Task

Displays the task to be performed for the requested service.

Priority

Displays the work order priority for the service request.

Status

Displays the current status of the work order associated to this service request. When creating a service request, only statuses with the Requested flag are available.

Recommended Vendor

Displays the recommended vendor associated with the task, if applicable. This can be assigned or overridden when creating a new service request.

Part No

Displays part number of selected item. Read Only.

Description

Displays the item's description. Read Only.

Serial Number

Displays the item's serial number, if available. Read Only.

Created Date

Displays the current date when creating a service request.  For existing service requests, displays the date the service request was made.

Created By

Displays the login name of the user creating the service request or the login name of the user who created the existing request.

Approved

Indicates if the work order associated with the service request has been approved.

Problem

The description of the problem or reason for the service request.  Up to 500 characters.

Related Reports
Work Orders

See also:

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