Create SLA Order

Explanation

Use this activity to create a SLA order automatically connected to a work order or work task.

Prerequisites

This activity has the following prerequisites:

• A SLA order template must exist in Active status.
• A service contract SLA line must exist with the SLA order template above and other desired criteria. Additionally service contract must be in Active status.
• A service contract line must exist and with a scope defined in the Services/Scope tab.

System Effects

As a result of this actively, a SLA order is automatically created and connected to the work order or work task.

Window

SLA Order Template
SLA Order
Work Task
Work Tasks
Prepare Work Order
Service Request

Related Window Descriptions

SLA Order Template
SLA Order
Work Task
Work Tasks
Prepare Work Order/Work Tasks
Prepare Work Order
Service Request

Procedure

Option 1: Use the Prepare Work Order window.

1. Open the Prepare Work Order window and create a new record (F5).
2. Enter a description about the work in the Description field.
3. Enter a value in Maint. Org. Use the List of Values (F8) to select a suitable value.
4. Enter the object (as in the prerequisites) in the Object ID field. Use the List of Values (F8) to select a suitable value if necessary.
5. Enter the priority (as defined in the service contract SLA) in the Priority field. Use the List of Values (F8) to select a value if necessary.
6. In the CO Information tab add the customer, service contract and service contract line in the Customer No, Contract ID and Line No fields respectively (as un the perquisites). Use the List of Values (F8) to select suitable values if necessary.
7. Save the information (F12).

Note: Created SLA order no will be visible in the CO Information tab, SLA Order No field.

Option 2: Use the Service Request window.

1. Open the Service Request window and create a new record (F5).
2. Enter a short description about the work in Short Description field.
3. Enter the customer, service contract and service contract line no in the Customer No, Contract ID and Line No fields respectively (as un the perquisites). Use the List of Values (F8) to select suitable values if necessary.
4. Enter the object (as in the prerequisites) in the Object ID field. Use the List of Values (F8) to select a suitable value if necessary.
5. Enter a value in Maint. Org. Use the List of Values (F8) to select a suitable value.
6. Enter the priority (as defined in the service contract SLA) in the Priority field. Use the List of Values (F8) to select a value if necessary.
7. Save the information (F12).

Note: Created SLA order no will be visible in the SLA Order No field.

Option 3: Use the Work Task window.

1. Open the Work Task window and create a new record (F5).
2. Enter a description about the work in the Description field.
3. Enter a value in the WO No field. Use the List of Values (F8) to select a suitable value.
4. Enter the priority (as defined in the service contract SLA) in the Priority field. Use the List of Values (F8) to select a value if necessary.
5. Enter the actual object (as in the prerequisites) in the Actual Object ID field in Object tab. Use the List of Values (F8) to select a value of necessary.
6. Enter the customer, service contract and service contract line no in the Customer No, Contract ID and Line No fields respectively (as un the perquisites) in the Customer tab. Use the List of Values (F8) to select suitable values if necessary.
7. Save the information (F12).

Note: Created SLA order no will be visible in the Customer  tab, SLA Order No field.

Option 4: Use the Work Tasks window.

1. Open the Work Tasks window and create a new record (F5).
2. Enter a description about the work in the Description field.
3. Enter a value in the WO No field. Use the List of Values (F8) to select a suitable value.
4. Enter the priority (as defined in the service contract SLA) in the Priority field. Use the List of Values (F8) to select a value if necessary.
5. Enter the actual object (as in the prerequisites) in the Actual Object ID field. Use the List of Values (F8) to select a value of necessary.
6. Enter the customer, service contract and service contract line no in the Customer No, Contract ID and Line No fields respectively (as un the perquisites). Use the List of Values (F8) to select suitable values if necessary.
7. Save the information (F12).

Note: Created SLA order no will be visible in the SLA Order No field.