Below, you will get a rough overview of the course of events when treating service cases in the PisaSales standard, exemplified through the processing of a non-plannable service process.
Service case "Fault" – unplannable
General processes as an exemplary procedure
The most important steps
- Capturing the service call
- Qualifying the service call
- Processing the service call
- Creating a service quote
- Creating a service order
- Planning and arranging the service activity (processing)
- Reporting and finishing the service activity (activity recording)
- Reporting and finishing the service activity (technical accounting)
- Reporting and finishing the service activity (commercial accounting)
- Closing the service call
The most important attributes of the forms for capturing data and creating relations can be found in the main sections of Service management.
See also: Service calls (overview), Capturing a service call – important attributes