Set field service's general behavior

Before you begin working with field service, specify how you want field service to behave, including how it updates financial.

To set field service’s general behavior

1. Open the Field Service Setup Information (CSFSM) page.

   1. Select Customer Relationship Management > Master Data > Field Service > Field Service Setup Information.

      Or

   2. Search for CSFSM or Field Service Setup Information in the Navigation box and then select Field Service Setup Information.
      The Field Service Setup Information (CSFSM) page appears.

2. Make the necessary changes.

3. Specify service-order information:

   1. Type the name you want to call your serviced equipment in the Field Service Product Label box. This name appears on Made2Manage windows.

      The default name is machine. You can enter up to 20 characters. If you exceed 10 characters some windows may not display the full name. The name you enter here replaces the default name Machine.

   2. If you want components to be marked as serviceable by default when added to a bill of material, select the Default New BOM Components As Serviceable check box.

   3. If you want expenses, including labor, posted when a service order is closed, select the Post Expenses (At Close Of A Service Order, Post Labor & Expenses To OCDIST) check box.

   4. Select the Default Commissions On Field Service Sales Order check box if you want to create commission records for Field Service Sales Orders automatically using the commission code entered on the Field Service Control (FSORD) page. Even if this check box is clear, you can manually add commission records to the Field Service sales order after it is created.

   5. Select the number of levels deep you want the system to process a product’s standard bill of material in the Explode Standard BOM box.

      Or click the arrow at the beginning of the Explode Standard BOM field. You can increase or decrease the value by 1.

   6. To have the system change the status of field service related sales orders to open, select the Create Sales Order In Open Status check box.

      If you leave this box empty, the system places new sales orders in Started status. You then must go in and manually change the status to open.

   7. Sales Order Prefix or Quote Prefix: The Prefix option is added for creating Sales Order or Quotation from Service Order. You can change the prefix in Document Numbering Company Specific (SYSEQU) page. This is the prefix that the system uses when it is creating a quote or sales order associated with the Field Service Order.

   8. Type the number of days you want to set as the default length of time a for service order quotations to be valid in the Service Order Quotation Valid (In Days) box.

      Or click the arrows at the end of the field to increment or decrement the values by 1.

4. Specify the default warranty:

   1. To select a default warranty, click the Default Type lookup reference.

      The Lookup For Default Type window appears.

   2. Highlight a row and click Select. Or, double-click to select the warranty to use.

      Click Cancel to exit from the Lookup For Default Type window.

   3. To require a deposit on a warranty contract for field service, select the Contract Amount Is Required check box.

   4. To require that warranties have an expiration date, select the Expiration Date Is Required check box.

   5. To honor a warranty past its expiration date, click the Allow Days Past Expiration arrow. You can increase or decrease the number of days by 1.

5. Specify return information for field-service items:

   1. Click the In Transit lookup reference.

      The Lookup For In Transit window appears.

   2. Highlight a row and click Select.

      Or, double-click to select the account number or name of the general ledger account for the asset inventory for the goods that are in transit.

      Click Cancel to exit from Lookup For In Transit window.

   3. Click the Intransit Location lookup reference.

      
      The Lookup For Intransit Location window appears.

   4. Highlight a row and click Select.

      Or, double-click to select the Made2Manage destination location you want to use for items that are in transit.

      Click Cancel to exit from Lookup For Intransit Location window.

   5. Click the Returned Goods Location lookup reference.

      
      The Lookup For Returned Goods Location window appears.

   6. Highlight a row and click Select.

      Or, double-click to select the Made2Manage destination location you want to use for items that have been returned from service.

      Click Cancel to exit from the Lookup For Returned Goods Location window.

6. Specify technician default mileage rate:

   1. Type the rate/mile in the Default Mileage Rate box. This rate is used as default rate when enter technician expense.

7. Click Save on the Toolbar.

   The next step is to set general ledger accounts for field-service expense items.