{"id":20814,"date":"2025-02-23T14:31:22","date_gmt":"2025-02-23T13:31:22","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?p=20814"},"modified":"2025-02-25T15:14:02","modified_gmt":"2025-02-25T14:14:02","slug":"25-02-20-comment-suggestions-on-service-points-po-from-sa-language-for-supplier-list-which-customers-can-be-invoiced-for-a-facility","status":"publish","type":"post","link":"https:\/\/support.serviceprotokoll.se\/en\/25-02-20-comment-suggestions-on-service-points-po-from-sa-language-for-supplier-list-which-customers-can-be-invoiced-for-a-facility\/","title":{"rendered":"25-02-20 – Comment suggestions on service points, PO from SA, language for supplier, list which customers can be invoiced for a facility…"},"content":{"rendered":"\n
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Purchase order from Sales order<\/h4>\n\n\n\n

Create a purchase order from sales order by clicking on the shopping cart. On the purchase order, you see from which sales order it is created.<\/p>\n\n\n\n

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Concerning uploaded files and backorders<\/h4>\n\n

When you create a backorder, all files that are on the original order are linked to the back order. If you want to remove a file from the backorder, it therefore needs to be done on the original order.<\/p>\n\n

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Supplier language<\/h4>\n\n\n\n

Do you want to send purchase orders to a supplier in another language? Here you find a list of supported languages.<\/a><\/p>\n\n\n\n

Do this:<\/p>\n\n\n\n

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  1. Go to Register \u2013 Supplier<\/em><\/li>\n\n\n\n
  2. Find the supplier<\/li>\n\n\n\n
  3. Click Edit<\/strong><\/li>\n\n\n\n
  4. Select language from the list under Language<\/strong><\/li>\n\n\n\n
  5. Save<\/li>\n<\/ol>\n<\/div>\n<\/div>\n\n
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    Register which customers can be invoiced<\/h4>\n\n\n\n

    On a facility card, you can list which customers can be invoiced for the facility. When you then create a work or service order and want to specify another customer to be invoiced, only these customers are displayed and there is less risk of you choosing the wrong customer.<\/p>\n<\/div>\n<\/div>\n\n

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    Click on the symbol ? (highlighted in the image above) and a pop-up will unfold where you fill in your comment suggestions. Service points Oil is set as T, i.e. text field, and it is at such points that you can enter comment suggestions.<\/figcaption><\/figure>\n\n\n\n
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    As usual, you can change the order by dragging the three dots and remove by clicking the red cross.<\/figcaption><\/figure>\n\n\n\n
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    When you have then selected the service template on an order, the suggestions appear when you put the cursor in the field for “Comments”<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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    Suggested comments on service check points<\/h4>\n\n\n\n

    To speed things up when you often need to add the same comment to a service check point, you can add comment suggestions to your service template. A comment field is added to the service template when you select the symbol T (text) when creating a service template.<\/p>\n\n\n\n

    Permission to create and modify a service template is required.<\/p>\n\n\n\n

    Click on the symbol ? then a popup is displayed where you fill in your comment suggestions. Click Done<\/strong> in the popup and when you are done with all the points that should have suggestions, click Save Changes<\/strong> at the bottom of your service template.<\/p>\n\n\n\n

    When you have then selected the service template on an order, the suggestions appear when you place the cursor in the field for “Comments”.<\/p>\n<\/div>\n<\/div>\n\n

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    Click Edit<\/strong> on a service template. Select a print template that you previously uploaded under Group Settings – Service Protocol Settings.<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n\n
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    New Service protocol settings<\/h4>\n\n\n\n

    In Group settings – Service protocol settings – Print settings<\/em> you will find two new setting options.<\/p>\n\n\n\n