Service Order
Complete guide to creating and managing service orders within the EastBook system
Overview
Understanding Service Orders
Service Orders are created to manage transaction records for service-based work such as consulting, maintenance, and project-based tasks within the EastBook system. This feature is not for creating service contracts, but for systematically tracking and managing service transactions.
Difference from Traditional Contracts
Understanding EastBook Service Order Characteristics
It's important to understand the differences between EastBook Service Orders and traditional service contracts. This feature focuses on transaction management within the system, not contract creation.
Traditional service orders are meant for creating contracts and performing the corresponding services. In contrast, EastBook Service Orders are for creating transaction records for service order management within the system, not for contract creation.
Traditional Service Contract
Create a service contract or service provision agreement and perform the corresponding service. Print as PDF document for signatures between contracting parties.
EastBook Service Order
Creates transaction records for service order management within the system, not contract creation. Focuses on internal management such as linking transaction vouchers and revenue analysis.
This feature does not generate PDF contract files. EastBook Service Orders are internal transaction management records, not contracts.
Before You Begin
Required Data Registration
Before creating a service order, ensure the following data is registered in the system. This enables quick selection during document creation.
Company Selection
Only companies pre-registered in Data Management > Entity can be selected.
Service Selection
Only items registered as Service type in Data Management > Product can be selected.
Currency Selection
Only currencies pre-registered in Basic Data > Currency can be selected.
Header Input Fields
Document Basic Information
The header section includes essential document identification information and service recipient company details.
Order Number
The system automatically generates an order number. Users can modify it if needed.
Order Date
Select the date when the order is being issued.
Reference Number
Enter a reference document number if applicable.
Buyer
Select the company receiving the service. Only companies pre-registered in Data Management > Entity can be selected.
Document Description
Enter the service order content. Write a brief description of the service to be provided.
Currency
Select the currency for the order. Only currencies pre-registered in Basic Data > Currency can be selected.
Item Details
Service Items and Pricing
Add service items and enter quantity and unit price. A single service order can include multiple service items.
Product
Select the product to add. Only products pre-registered in Data Management > Product can be selected.
Quantity / Unit Price
Enter the quantity and unit price for the selected product. Total amount is calculated automatically.
Add New Item
Click to add another product line to the document.
Service Order Account Page
Managing Created Service Orders
After creating a service order, navigate to the account page to view details, manage document status, and perform various actions. It consists of document header, Information tab, Post tab, and Transactions tab.
Information
Document details and actions
Post
Related posts and file management
Transactions
Voucher creation and revenue analysis
Status Options
Click the menu button (⋮) at the top right to access the following actions:
Update
Modify service order details and save changes.
Copy
Create a new service order by copying this document's information.
Delete
Permanently delete this service order from the system.
In the Transactions tab, you can view all accounting vouchers related to this service order and create new ones. Connect revenue, expense, and payment vouchers for comprehensive transaction management.