Service Order Lookup Tool

Modified on Wed, 07 Nov 2012 13:08 by hmontgomery — Categorized as: Task Management


General Description

Default Menu Location: Found on toolbar (magnifying glass/checkmark)

Screen Name: LOADTASK

Function: The Service Order Lookup Tool is used to find and edit a service order when you know the service order number.

Image

Using Service Order Lookup Tool

Enter the service order number and press enter.

The red letters spelling LOCKED tell you that the service order is locked.

The purple number displays which Solution Code was used to complete the service order.

Click the Service Order button to open the Task Entry Screen for the service order you have selected.

Click the Time Entry button to open the Time Entry Screen for the service order you have selected.

Click the Authorize (INT) button to give internal authorization to the service order.

Click the Print SvrOrd button to open the Message Control Screen for the service order you have selected.

Click the Print WrkOrd button to print the entire work order (all service orders on one page).

Click the Print All SvrOrd button to print all individual service orders.

Click the Mark as Billed button to mark the service order as invoiced.

Click the Un-Bill button to mark the service order as unprocessed (not billed).

Click the Lock button to lock the service order (once a service order is locked, you may not edit any time/material/equipment entries).

Click the UnLock button to unlock the service order.