Welcome Guest, you are in: <root>AFIweb • Login

Page History: HOW TO - Create a Service Order

Compare Page Revisions

1 0 Current 1 0

« Older Revision - Back to Page History - Current Revision

Page Revision: Mon, 13 Jul 2009 11:46

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
  

• Click on the New button below the Status tab
  

• Fill out the Skill Set, BillCode fields
  

• The other fields such as, Duration, Date, Time, Constraint, and Resource fields need to be filled out on the screen as well.