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Page History: HOW TO - Create a Service Order

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Page Revision: Mon, 13 Jul 2009 11:17

Table of Contents [Hide/Show] Default Menu Location Procedures

Default Menu Location¶

Transaction >> Task Management >> Task Entry - New

Task Entry Screen

Task Entry screen is also accessible from Adjutant Toolbar.

Procedures¶

• Click the New button on the top right hand corner of the Task Entry screen
  

• Fill out the "Client", "Bill To", and "Location" fields on the screen
  

• Choose a Type and Task
  

• Create a Work Order by clicking the button next to the WO# field
  

• Contact, Asset ID, Project, Phase, Priority, Category, and Zone fields need to completed
  

• Save the Entry