James has completed the delivery of the printer to Susan at ACME Inc.. He then receives a service order to install the premium printer at the customer’s location (AMCE Inc.).
Once installed, the technician follows through with a service confirmation that includes the time to install the premium printer.
The following video will show you how to create a service order for installation.
What are the Key Takeaways from the Above Video?
- The video outlines the process of creating a service order in the Manage Service Orders app, specifically for item number 20.
- Users can find the service order ID in the transaction history of the solution order.
- The next steps involve creating a service confirmation, selecting James Taylor as the Executive Service Employee, and describing the service and the printer installation item.
- Users can then edit the item, starting with the service duration, and change the status to 'Completed'.
- Finally, the confirmation is released for billing by selecting the appropriate checkbox and button.
- The process is concluded with the confirmation of the service order.
Note
Solution order item 30 is a subscription item. Subscription items create a subscription contract. Refer to Unit 5 to follow subscription order item creation.