Service Requests

The Service Requests screen allows you to search for, view and create service requests for equipment units. The service request could be for preventative maintenance, conditional maintenance, and so on.

To open the Service Requests screen, click the Service Requests tab on the Work Orders screen.

The search fields on the Service Requests screen are:

Field Description
Request Number Search for service requests by entering a service request number.
Customer Number Search for service requests by entering the associated customer number.
Customer Name Search for service requests by entering the associated customer name.
Assigned User Search for services requests by entering the name of the user who created the request.
Type Search for service requests by selecting a type from the drop down list; either All, N.E.W., JD FC, or Manual.
Status

Search for service requests by selecting a service request status from the drop down list.

  • Outstanding—include only outstanding service requests within the search results.
  • Completed—include only service requests for which a work order was created.
  • Disconnected—include only disconnected service requests within the search results. Occurs when the Service Request was previously connected to a work order and has been disconnected, or a user has attempted to connect the SVAP alert to a work order, but failed.
  • Declined—include only declined service requests within the search results.
  • Quoted—include only service requests for which a service quote was created.
  • Resolved—include only service requests for which the issue was resolved without having to create a work order.
Serial Number Search for service requests by entering a machine serial number.
Model Search for service requests by entering a machine model number.
Classification Search for service requests by entering a machine classification.
Received Date From/To

Narrow down the service request search results by selecting a received date range for the

Location Search for service requests by the location where they were created.



The fields displayed in the results section of the Service Requests screen are:

Field Description
Request Number The service request number.
Type The type of service request.
Status The status on the service request.
Location The branch location where the service request was created.
Customer Name

The name of the customer associated with the unit on the request.
Assigned User The name of the user assigned to the service request.
Serial Number The machine serial number of the equipment unit that the service request was created for.
Received Date The date on which the service request was added to or received by the system.

Click the Service Request button to open a new window where a new Service Request can be created.

Security Switch: 810 - Product Support - Work Orders

Revision: 2025.05