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Navigate to the Service Orders grid by clicking on the Service Desk icon under the 'Main' tab, then clicking on ‘Orders’. If a User has recently advanced a Service Request into a Service Order, that item will now be visible on the Service Order grid. Double-click on any item in the Service Orders grid to access the Service Order data entry form, as seen in below.
Now that the Service Request has become a 'Service Order', Users will need to interact with the set of tabs visible in the Service Order data entry form (see "Service Order Form" image above). Using the various tabs, Users may create Workflows, Add Actions, Equipment, Contacts, and Charges, etc. to the Service Order.
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When a Service Order or Action is completed, the Service itself is created and/or the Equipment is moved to its appropriate Location. At this point all Workflow must be complete. After completion, more Workflow, Charges and Labor can be added if necessary, but these must be completed before changing the Order status to 'Finalized'.
Finalizing
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a 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. Billing a Service OrderWhen the Bill is generated (maybe link to the Bill page) Finalized Orders/Actions with Charges will be updated to Billed. If there are no Charges actually attached to the Service Order or Actions then the Status will stay Finalized. Recurring Charges are billed to the associated Service and so do not affect the Order/Action Statusfinalized. There actually has to be Charges Billed to the Order not just ones from the Service. If there are no Non-Recurring Charges NRCs on the Order/Actions then there was nothing to bill and Bill so the Status it will not be set the Status to Billed. If there are Non-Recurring NRC Charges, then the next time a Bill is generated the Order/Action any Finalized Orders will be included in that Bill and the Order/Action . The Order's Status is automatically updated to 'Billed'. This represents the final status for most Orders.If there are Non-Recurring Charges on an Action, the Action's Order will be set to 'Billed' even if there are no Non-Recurring Charges on the Order itself |
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Service Orders and Work Orders
Unlike Projects and Problems, Service Orders can not be associated with Work Orders. For "Work Orders" to be associated with a Service Order, rather than create a Work Order, create a Task Action on the Service Order to represent that Work Order.
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