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Service order item requirements

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You can create a service order to track and manage services that you provide to your customers. If you need to reserve specific items for a service order, you can create inventory item requirements for it. An item requirement can be immediately consumed from inventory, or it can initiate a production order for the item.

By using an item requirement instead of an item transaction, you can plan for delivery just before the item is actually used, create a purchase order, include the item in the trade-agreement framework, and include the item requirement in production planning.

Item requirements for service orders are processed through a project. To create an item requirement on a service order, the service order must be attached to a project.

As soon as an item requirement is created for a service order, it can be viewed from Project in the individual service order or through the Sales order form.

View an item requirement from a service order

  1. Go to Service management > Service orders > Service orders.
  2. Select Dispatch, and then select Item requirement to open the Item requirements form.
  3. Select the Project tab, and check the Service order field to see the service orders of the item requirement.

Delete service orders with item requirements

If an item requirement is created on a service order, you cannot delete the service order. You must delete the item requirement before you can delete the service order.

  1. Go to Service management > Service orders > Service orders.
  2. Select Dispatch, and then select Item requirement to open the Item requirements form. This form lists the item requirements that are created on the service order.
  3. Select the item requirement to delete, and then select Delete.

–or–

  1. Go to Project management and accounting > Projects > All projects.
  2. Open the project that has the service order in which an item requirement is created.
  3. In the Projects form, in the right pane, select Item requirements. The Item requirements form lists the item requirements that are associated with the selected project.
  4. Select the item requirement to delete, and then select Delete.

See also

Item requirements (form)