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The Wizards allow Users to build Service Orders quickly from a number of different areas of PCR-360. These Wizards are meant to speed up the process of creating their given tasks for the User in an easy to use interface.
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Navigating to the Multi-Action Wizard
360 Form Access
Perform a 360 Search for the desired topic
2. Open the 360 form for the desired record.
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5. Use the Grid to trigger the desired Wizard Form.
Service Form Access
Open the desired Service Form Record.
Click Options > Create Change Order or Create Remove Order to trigger the Wizard Form.
Using the Multi-Action 360 Wizard
The 'Multi-Action' 360 Wizard allows the User to rapidly create multiple Actions on an Order. Users can choose to append these Actions to an existing Service Order or create a new Order on which to place the Actions. Any Actions can be created with the Multi-Actions Wizard.
Click the Create New Service button to begin the Add Wizard.
Click a Service. Then, click the Create Service Order to begin the Change Wizard.
Check the Change or Remove boxes on multiple Services to make begin the Change Wizard for more than one Service.
Service Order Details
Service Order Details crafts the first part of the Multi-Action wizard. The following fields are common to each of the various Wizard forms, whether Add, Change, or Remove.
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The Existing Service Order picker provides two types of functionality.
Leaving the Existing Service Order picker blank makes the Multi-Action wizard create a new Service Order for any Actions that are created. The User can see that a new Order will be created as a result of the 'Create New Order' placeholder text.
If an Order is selected and placed into the picker, any Actions created are appended to the existing Order that is selected.
Existing Service Orders can be found on each of the three Wizard types; Add, Change, or Remove.
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The Service Rep picker sets the Service Rep on the Order.
If there is an existing Service Rep on the Order, it will be overridden by the picker. Otherwise, on creating a new Order, the picker sets the Service Rep of the Actions to whatever is set in the picker.
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The Requestor field allows the User to select a Contact from the Workers / Contacts grid.
The Requestor field adds to the Order level when creating the Multi-Action.
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Choose the appropriate 'Action' from the drop-down.
When removing services, the Action field is automatically set to Remove when creating Remove Actions. This cannot be changed and serves an informational purpose on this form so that the User can see that they are creating remove options.
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The 'Requested Date' date/time selector allows the User to assign a Requested Date that the Service should be disconnected.
When the Service has a Requested Date set on it, a new Remark will be placed on the Action's Activity/Remarks tab. The Remark reads Requested to be disconnected by with the requested date.
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The Add Multi-Action form adds several Actions all at once. Click the button to create additional lines.
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The Qty selector in the Multi-Action Table allows the User to set the number of Actions that should be created by the Wizard.
For example, if the Qty is set to 5, then 5 new actions are either created or appended to the Service Order when the Wizard is saved with the button.
Catalog
The Catalog picker allows the User to pick a Service Catalog that needs to be added.
Contact Owner
The Contact Owner picker will select the Contact that should be assigned to the Action(s) as an Owner.
The picker opens and selects any valid Contact to be added to the Action(s).
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The Department Owner picker selects the Department that should be assigned to the Action(s) as an Owner.
The picker opens any valid Dept. Hierarchy to be added to the Action(s).
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The SDC picker selects a given SDC that should be associated with the Action when it is created.
The SDC picker opens to any valid SDC that is associated with Actions or Orders.
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To create a number of remove Actions at once, select the Actions that need to be disconnected by selecting the Remove checkboxes for each Service. Then click the button to open the Multi-Action Wizard. Once the Wizard opens the User can select the Service Rep for the Remove Actions. Since Remove Actions are the act of disconnecting a Service, no additional information needs to be added.
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Once the Service Order Details have been created, the User will have to assign the GLA(s) that should be assigned to the Action(s). The GLA tab should be navigated to by either clicking the GLA tab or the button. If no GLA is provided the Default GLAs from the Service will be loaded onto the Action.
This assigns a GLA to any given Action that is created in the Multi-Action wizard. Each Action that is created has the GLA structure that is created in the wizard.
Expense Type - The Expense type to be selected for the GLA.
GLA - The general ledger account to be added to the Action(s).
Percent - The percentage of Billing of the GLA to be billed.
How to template 360 Wizard Actions like a Package
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