Page History: Service Order Update Tool
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Page Revision: Thu, 23 Jul 2009 15:31
Default Menu Location
Maintain ==> Project ==> Service Order Update ToolMaintain ==> Contract Management ==> Service Order Update ToolService Order Assignment Tool ScreenGeneral Description
Service Order Assignment Tool is used to update and reassign previously entered service orders. You can make changes to project, phase, and contract in which the service order is assigned to.
You may edit the service orders within the grid by clicking on the cell you wish to edit.
Cells within the
Project, Phase, and Contract ID columns may be edited by selecting from a drop-down menu.
Service Orders with invalid or blank contract will appear in red.
You can right-click on the
Service Order # to
display a menu.
After updating the service orders, click the
Update button to save the changes.
Click
Print button to display 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 valid date range in order to display service orders assigned to contracts that also have 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
