Page History: Service Order Update Tool
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Page Revision: Thu, 23 Jul 2009 15:23
Default Menu Location
Maintain ==> Project ==> Service Order Update ToolMaintain ==> Contract Management ==> Service Order Update ToolService Order Assignment Tool ScreenGeneral Description
The Service Order Assignment Tool is used to update and reassign previously entered service orders. You are able to change the project, phase, and contract the service order is assigned to.
You may edit the service orders within the grid by clicking on the cell you wish to edit.
The cells within the
Project, Phase, and Contract ID columns may be edited by selecting from a drop-down menu.
Service Orders with an invalid or blank contract will appear red in the grid.
You can right-click on the
Service Order # to
display a menu.
After updating the service orders, click the
Update button to save your changes.
Click the
Print button to display the Message Control Screen.
Fields/Filters
Sold To: Top field is for the organization's code and bottom field is for the organization's name.
- Entering either will populate the other fields
Start Date: Start of the date range you wish to view
End Date: End of the date range you wish to view
You must enter a valid date range in order to display service orders assigned to individual contracts that also have a valid date range.TaskComp: To exclude service orders that have not been completed
Locked: To exclude service orders that have not been locked
Not Billed: To exclude service orders that have been billed
Exclude Projects: To exclude service orders that are assigned a project
Exclude Phases: To exclude service orders that are assigned a phase
Exclude Contracts: To exclude service orders that are assigned a contract
Invalid Only: To exclude service orders that have valid contracts
