Navigation:  Setup Menu > Service Order Options > Main Tab

Customer No for Company-Owned Refurbish Items - When a service item is returned from a customer into your company's stock, the ownership of that service item is changed to the "Company Owned" customer.  Also, if you wish to create a refurbish order to modify or repair something owned by your company, this is the customer that will be assigned to that service order.  You must enter a customer number here.   Use the lookup button or F2 to view a list of customers.

Default Customer Group Code - If you have chosen to use Group Codes to set up categorize customers for pricing and warranty purposes, you can designate which group is the default here.  The group code you enter here will be used for any customer that is not assigned to another group.  Often the default group only has a repair warranty assigned to it so that repair warranties will be assigned to repaired service items regardless of which customer.  For more information about Group Codes see Group Code Maintenance.

Default Warehouse for Company-Owned Refurbish - Enter the source warehouse for service items being refurbished.  The refurbish service order will allow you to repair or modify a serialized item in your own stock and transfer it from the source warehouse to a target warehouse, with a new cost if desired, upon completion.  You would typically transfer the items needed modification to the Default Warehouse for Company-Owned Refurbish prior to creating the refurbish order. See Service Types in the Helpful Hints section for more information about Refurbish orders.

Default Target Warehouse for Refurbished Items - Enter the target warehouse for service items that have been refurbished.  When you close and invoice a refurbish service order, the item that was modified or repaired is transferred into this warehouse.  Typically it would be finished goods warehouse in preparation for sale or exchange. See Service Types in the Helpful Hints section for more information about Refurbish orders.

Default Source Warehouse for Demo/Loaner Items - Enter the warehouse you wish to use by default to ship Loaner items from.  See Demos and Loaners in the Helpful Hints section for more information about sending a loaner, or take a look at the Service Order Create Loaner or Replacement option)

Default Target Warehouse for Demo/Loaner Items - Enter the warehouse where demos and loaners will be stored while out at the customer site.  Remember that demos and loaners are not actually relieved from your inventory.  They are instead transferred to this warehouse until they are returned from the customer via a credit memo.  See Demos and Loaners in the Helpful Hints section for more information.

Default Warehouse for Service Parts - When you enter lines on a service order, this will be the default warehouse for inventory items.

Default Warehouse for Warranty Restocking - When a Warranty Replacement service item entry is returned, this will be the default target warehouse for that service item when the invoice is updated.

Default Warehouse for Credit Return Restocking - When a Credit Return service item entry is returned, this will be the default target warehouse for that service item when the invoice is updated.

Auto-Transfer Refurbish Items - Check this box if you wish to automatically transfer the service item that has been refurbished from the warehouse it is currently to the Default Target Warehouse for Refurbished Items.  The assumption is that an item needing repair or modification will not be available for sale, so you will keep it in a separate warehouse in your inventory, but when the refurbish order is complete, the item needs to be automatically transferred to a finished goods warehouse ready for sale or to be sent out as a exchange or loaner.

Default Refurbish Cost Rollup Setting -  If you check the Auto-Transfer Refurbish Items box, this options will be enabled.   When an item is refurbished, you are modifying or repairing a serial number that is in your inventory.  This option allows you to take the cost of the repairs, calculated from the parts and charge codes you enter on the lines panel for the refurbished service item entry, and add those costs to the original cost of the serial number to create a new cost.  The serial number will then be put back into inventory with a new cost which includes the cost of the repair.
The choices are:

 
Disabled - This means that you do not want to allow the cost of the repair to be rolled up into the new cost of the refurbished item.
No - This means that you will allow the cost of the repair to be rolled up when the item is refurbished, but that by default you will choose not to do it.  This can be changed for each service item entry.
Yes - This means that you will allow the cost of the repair to be rolled up when the item is refurbished and that the default choice will be to do the rollup.  This can be changed for each service item entry.

Work In Process Account - If you heck the Auto-Transfer Refurbish Items box and the Default Refurbish Cost Rollup is not Disabled, this field will be enabled.  Enter the G/L account to be used for Work In Process.   When you have chosen to roll up the cost of the repair, the original inventory item (serialized) will be relieved from inventory and the cost will be expensed to the work in process account entered here.  The parts and charges used for the repair will also be expensed to this account. Then the refurbished item/serial is put back into inventory with the new cost, calculated from the total booked into the WIP account, and WIP is relieved and inventory is debited.

Inherit Warranty on Replacement - On a Warranty Replacement service order, an existing service item is returned from the customer and you have the option to send out an exchange or replacement service item.   Check this box

Allow Cost Change on Returns - Check this box to allow the user to change the cost of a service item that is being returned to stock with a Warranty Replacement or a Credit Return order.

Inventory Category Settings -

Use - Check this box if you wish to enable this Inventory Category field for use on the Service Item.  See Using Inventory Categories for more information.

Require Update - This field is not used at this time.

Status to Use if Invoice Deleted - Typically the status of a Service Item Entry is changed to "C" or Closed and an invoice is created when the work is complete.  If the invoice is deleted before it is updated, the status of the service item entry is changed back to "O" or open, by default, so that it is not automatically invoiced again.  If you do not wish for the status to be "O" (open) after the invoice is deleted, you can designate another status code to be assigned when the invoice is deleted.