Difference between revisions of "6.8 Prepare the Service Confirmation Form (SCF)"

From UNHRD Customer Service Sales
Jump to: navigation, search
Line 14: Line 14:
  
 
Once information about execution of required services (either internal or external) is received from all the sections involved in the service provision, UCS staff prepares the Service Confirmation Form (SCF) as compulsory document required to start the following financial actions as detailed in the following chapters.
 
Once information about execution of required services (either internal or external) is received from all the sections involved in the service provision, UCS staff prepares the Service Confirmation Form (SCF) as compulsory document required to start the following financial actions as detailed in the following chapters.
This document is generated from WINGS report named '''[[http://www.unhrd.org/UCSS/index.php/11.1_Report_for_Logistics_Reconciliation Logistics Reconciliation Report]]''' (transaction ZSCR126) and contains the relevant information about the services provided and the WINGS documents that have been generated starting from the Sales Order.
+
This document is generated from WINGS report named '''[http://www.unhrd.org/UCSS/index.php/11.1_Report_for_Logistics_Reconciliation Logistics Reconciliation Report]''' (transaction ZSCR126) and contains the relevant information about the services provided and the WINGS documents that have been generated starting from the Sales Order. To be noted that the above report is exported from the system and uploaded on the Dashboard on daily base and that can be also uploaded upon specific request.
  
 
To prepare the SCF access the automated tool available on UNHRD Dashboard and follow the instructions below:
 
To prepare the SCF access the automated tool available on UNHRD Dashboard and follow the instructions below:
  
Connect to [http://www.unhrd.org/dashboard/ UNHRD Dashboard]
+
Connect to [http://www.unhrd.org/dashboard/ UNHRD Dashboard] and click on 'Reading access':
 +
 
 +
[[File:SCF1.png]]
 +
 
 +
'''NOTE''' To prepare the SCF it is not required to access the Dashboard as editor.
 +
 
 +
From the menu on the left click on '''Generate SCF''', under 'Customer Service section':
 +
 
 +
[[File:SCF2.png]]
 +
 
 +
Enter the SO number and click on '''Generate SCF''':
 +
 
 +
[[File:SCF3.png]]
 +
 
 +
Alternatively, the SCF can be also generated by a list of a selection of the latest SOs created in the system by UCS staff, displayed on the bottom side of the above screen:
 +
 
 +
[[File:SCF4.png]]

Revision as of 10:10, 6 October 2015

Create Inquiry
Performer: Customer Service
Role: Customer Service & Finance assistant
Transaction : Corporate e-mail & Dashboard

Once information about execution of required services (either internal or external) is received from all the sections involved in the service provision, UCS staff prepares the Service Confirmation Form (SCF) as compulsory document required to start the following financial actions as detailed in the following chapters. This document is generated from WINGS report named Logistics Reconciliation Report (transaction ZSCR126) and contains the relevant information about the services provided and the WINGS documents that have been generated starting from the Sales Order. To be noted that the above report is exported from the system and uploaded on the Dashboard on daily base and that can be also uploaded upon specific request.

To prepare the SCF access the automated tool available on UNHRD Dashboard and follow the instructions below:

Connect to UNHRD Dashboard and click on 'Reading access':

SCF1.png

NOTE To prepare the SCF it is not required to access the Dashboard as editor.

From the menu on the left click on Generate SCF, under 'Customer Service section':

SCF2.png

Enter the SO number and click on Generate SCF:

SCF3.png

Alternatively, the SCF can be also generated by a list of a selection of the latest SOs created in the system by UCS staff, displayed on the bottom side of the above screen:

SCF4.png