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- SD Type - This required input is automatically set and filled to 'Service Order' when a User creates a new Service Order, either by converting from a Request or using the
button.
- Source - This field will denote the original source of the Request or Service Order. System defaults are 'Web' and 'Email'. Additional List Values can be added by an Administrator to the Type 'SD_SOURCE'. For example, 'Phone', 'Tech', 'Quick Tick', 'Fax', 'Text', etc.
- Status - The status of 'Service Order' which determines follow on actions.
- Pending - The Pending Status is the initial status of any newly created Status.
- Complete - When all Workflow is marked complete, the Service Order can be marked 'Complete'. Sets form inputs, Actions tab, Equipment tab, and Contacts tab to read only. Order is awaiting Finalization.
- Finalized - Sets remaining tabs; Workflow, GLA, Charges, and Labor as read only. Charges are exported at this point.
- Hold - Service Order is waiting for further action.
- Void - Service Order has been determined to be invalid or no longer needed.
- Service Rep - Assignment of the Service Representative who created or was assigned the Service Order.
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When a Service Order or Action is Finalized, all Charges are moved from the Service Order to the Service and/or Equipment. Recurring Charges will have a start date based on the 'Finalized Date'. The 'Finalized' Status locks all fields and grids on the form and prepares the Order/Action to be Billed. Once an Order is Finalized it is ready to be Billed. If there are no Charges actually attached to the Service Order then the Status will stay finalized. There actually has to be Charges Billed to the Order not just ones from the Service. If there are no NRCs on the Order/Actions then there was nothing to Bill so it will not set the Status to Billed. If there are NRC Charges, then the next time a Bill is generated any Finalized Orders will be included in that Bill. The Order's Status is automatically updated to 'Billed'. This represents the final status for most Orders. |
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Service Orders and Work Orders
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