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Price Quote - A Price Quote is used to give an estimate to a customer on the repairs necessary for a Service Item. This Service Type is exactly like a Standard Order, except that items are not committed in the inventory system. You can print the Price Quote in the normal fashion and send it to the customer for approval before the repair is done.

You cannot change the Status of a Price Quote to Closed.  Once the customer has approved the quote, you can change the Service Type to Standard and all the items on on the lines will be committed in inventory.

Standard - Standard Orders are used for normal repairs, or what some call "Repair and Return". In a typical Standard Order, you will specify the Service Item to be repaired, then you will enter line items for various material, labor, and other charges associated with the repair. When the work is complete, you will close the order, or some of the Service Item Entries on the order, and create invoices.

If you select standard for the order type on the Service Order header, you can set a different type for each Service Item Entry, if you wish.

Credit Return - A Credit Return order is used to return a Service Item to your stock and, optionally, give the customer credit. When the Credit Return order or Service Item Entry is closed and the Create Invoice function is executed, it will result in a Sales Order Credit Memo.

A Credit Return Service Item Entry creates a line on the service order lines panel for the service item entry showing the negative quantity and the credit that will be given.  The credit amount for the Service Item being returned defaults to the original sale price from the Service Item record in the permanent database (Sales Price).

You may enter other charges on the lines tab of the order. Note, however, that any charges you enter on the lines will be negative on the credit memo, and will reduce the amount of the credit. The intent is to allow restock and handling charges when necessary. It is possible, however, for the negative amounts on the credit memo to be greater than the positive (credit) amount for the item being returned, resulting in a negative credit memo. This is confusing to the customer and should be avoided.

Warranty Replacement - Warranty Replacement Orders are used to exchange a bad part for a new or reconditioned part from your inventory.

Note that the service item does not have be under warranty to use this service type.  The name is kept for historical purposes only.   It is really an "Exchange".

When you add the Service Item Entry to a Warranty Replacement Order, you have the option to create a sales order to send the replacement (see Loaner/Replace). Once the Sales Order is created, it can be shipped and billed just like any other sales order, but the Service Order remains on file until the defective unit is returned and the Service Order, or the Service Item Entry, is closed. When the order is closed and updated, it will create a Sales Order credit memo to return the item to stock.

The credit amount for the Service Item being returned defaults to the original sale price from the Service Item record in the permanent database. You can override this price, however, on the lines tab of the service order.

You may enter other charges on the lines tab of the order. Note, however, that any charges you enter on the lines will be negative on the credit memo, and will reduce the amount of the credit. The intent is to allow restock charges when necessary. It is possible, however, for the negative amounts on the credit memo to be greater than the positive (credit) amount for the item being returned, resulting in a negative credit memo. This is confusing to the customer and should be avoided.

Refurbish Orders - Refurbish Orders are very much like Standard Orders, except that the customer is your company. A Refurbish Order is used to perform service on your own inventory, and track that inventory in the Service Item database. You must use the customer that you specified in Service Order Options (see Customer Code for Company-Owned Refurbish Items on the Service Order Options Main Tab ). If the part you want to repair is not already in the Service Item database, it will be added automatically.   When you complete a Refurbish order and the resulting invoice is updated, the serialized item that was modified or repaired is automatically transferred from the original warehouse to the Target Warehouse for Refurbish designated on the Service Order Options Main Tab.