Order confirmation and internal order

From the Documentation/Confirmation… function bar, you can send a confirmation to the customer. The confirmation informs the customer when a service technician will be sent, which parts will be replaced, etc. If the service order concerned has a Customer contact role with an active recipient flag, it is used as the recipient. If not, you can select the recipient from the preset recipients selection of the email.

Services and spare parts are listed, but only if they are categorized accordingly. Articles are not listed.

The Order internal function provides the order as internal information (material supply etc.).

The Report function lets you output a blank draft for time tracking.

Maintain the Status of the order according to the current process, and set the Status of the service call to Order generated.