| Type | Steps | Stage | Process By | Action |
| Intercompany | 1 | Create Retail Job (per Intercompany/Year) | CS | |
| 2 | Create Sales Order from the Retail Job | CS | ||
| 3 | Create Purchase Order from the SO | CS | ||
| Purchase for Parts (CS) | 1 | Create Retail Job for CS (use existing Retail Job) | CS | |
| 2 | Create Purchase Order from the Retail Job Card | CS | ||
| Purchase for Stock | 1 | Create Retail Job for Stock (use existing Retail Job) | ||
| 2 | Create Purchase Order from the Retail Job Card | |||
| Services Call from end-user | 1 | Create Services Order | CS | Status = Pending |
| Services Call process | 2.1 | If no follow-up action required Post Services Order | CS | |
| Services Call process | 2.2 | If need follow-up - Copy existing Services Order | CS | |
| Services Call process | 2.3 | or Copy existing Posted Services Invoice | CS | |
| Services Call Payment Receipt | 3 | Post Receipt Journal | CS | |
| Renewal Warranty | 1 | Create Services Quote | CS | |
| 2 | Verify | CS | ||
| 3 | Send Application form to end user | CS | ||
| 4 | End user confirm | CS | ||
| 5 | Update Services Quote According to confirmed item | CS | ||
| 6 | Make Order for warranty renewal then Post | CS | ||
| 7 | Update Warranty period to Services item card | CS | ||
| 8 | Cash receipt journal | CS | ||
| 9 | Print Certificate to End User (Print from Posted Services Invoice) | CS | ||
| 10 | (optional) Arrange Regular Inspection | CS | ||
| 11 | Confirm renewal after inspection | CS | ||
| 12 | Create Servies Quote for the item (#process 8) | CS | ||
| 13 | Make Order for warranty renewal | CS | ||
| 14 | Update Warranty period to Services item card | CS | ||
| 15 | Cash receipt journal | CS | ||
| 16 | Print Certificate to End User (Print from Posted Services Invoice) | CS | ||
| Case Handling - If change End user | 1 | Change Customer No. in Services Item Card (Archive Services Quote then delete the quote if any) | CS | |
| Case Handling - Monday | 1 | Create Monday-Queue | ||
| 2 | Add fact box for showing the detail for the item line | |||
| 3 | Create Services Quote in BC | |||
| 4 | Make Order from Services Quote | |||
| Case Handling - Pro-Forma Invoice | 1 | Create Servies Quote => Print Pro-forma invoice => Make Order => Post |
Overview
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