Checklists for Service Items

You can assign checklist templates to specific service item categories. If a service item from this category is subsequently added in the lines of a sales or transfer order, a checklist is automatically created based on the selected template. This checklist must be fully completed before the shipment can be posted. This chapter covers the process of creating and completing checklists in sales and transfer orders and is divided into the following sections:

• Assigning Checklist Templates to Service Item Categories
• Completing a Checklist in a Sales Order
• Completing a Checklist in a Transfer Order

Assigning Checklist Templates to Service Item Categories

You can assign checklist templates to service item categories. If a service item from this category is used in a sales or transfer order, a checklist is automatically created based on the selected template. To assign a checklist template to a service item category, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Item Categories page.
• Navigate to the Checklist for Sales column in the desired service item category.
• In the column, specify the checklist template to be used for this service item category in sales orders.
• Then, navigate to the Checklist for Transfer column in the desired service item category.
• In the column, specify the checklist template to be used for this service item category in transfer orders.

You have successfully specified checklist templates for sales and transfer orders. More information on creating checklist templates can be found under Creating Checklist Templates.

Completing a Checklist in a Sales Order

The following description assumes that you are working in an open sales order containing service items from a category that requires a checklist. To fill in the checklist, proceed as follows:

• In the open sales order, navigate to the Lines FastTab.
• Click Line > Checklists > Open Checklist in the menu bar of the Lines FastTab.

• Fill in all mandatory fields in the Checklist FastTab of the checklist card.
• Click Status > Finish in the menu bar.
• The status of the checklist card changes to Completed.
• Close the checklist card.

You have successfully completed and finalized the checklist for a sales order. You can now further process the sales order, e.g., post it. More information can be found under Sales Orders (Without Calculation Worksheet) or Sales Orders if you are working with calculation worksheets.

Completing a Checklist in a Transfer Order

The following description assumes that you are working in an open transfer order containing service items from a category that requires a checklist. To fill in the checklist, proceed as follows:

• In the open transfer order, navigate to the Lines FastTab.
• Click Line > Checklists > Open Checklist in the menu bar of the Lines FastTab.

• Fill in all mandatory fields in the Checklist FastTab of the checklist card.
• Click Status > Finish in the menu bar.
• The status of the checklist card changes to Completed.
• Close the checklist card.

You have successfully completed and finalized the checklist for a transfer order. You can now further process the transfer order, e.g., post it. More information can be found under Carrying out Transfers via Transfer Orders.