Service Order Update Tool
Modified on Tue, 09 Aug 2011 09:50 by Greg Andrews — Categorized as: Contract Management, Project Management, Task Management
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General Description
Fields/Filters
General Description
¶
Default Menu Location
Transaction >> Task Management >> Service Order Update Tool
Screen Name
TASKRES
Service Order Update Screen
Function
The Service Order Update Tool is used to update and reassign previously entered service orders. Changes can be made to project, phase, and contract.
Service orders can be edited within the grid by simply clicking on the individual cell.
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 contracts will appear in red.
right-clicking on the
Service Order #
will
display a menu
.
After updating the service orders, click the
Update
button to save the changes.
Click the
Print
button to for a report of the results in the grid.
Fields/Filters
¶
Sold To:
Enter the Customer ID or Name
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.
)
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 NOT 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 a valid contract
