11.12 and Beyond
New Service Order System Stages have been introduced to Service Management in order to provide management of a Service Order as it is being reviewed & approved.
The Service Department stages must be updated for new Service Order to inherit the stages.
Figure 1: New System Stages
2. The Service Department stages must be updated for new Service Order to inherit the stages. The Service Department stages must be updated for new Service Order to inherit the stages.
Figure 2: New Stage Buttons
3. Other buttons appearing on the new S&D Summary screen:
All Visits Ready For Billing | The All Visits Ready For Billing button on the S&D Summary screen marks all service order visits as Ready for Billing. |
Add Comment | The Add Comment button on the S&D Summary screen allows you to add or view service order comments. |
Print Service Report - Consolidated | The Print Service Report – Consolidated button on the S&D Summary screen allows you to print the consolidated service report for a service order using a specific form. |
Ready For Invoice | The Ready For Invoice button on the Detail Lines screen updates the Service Order Ready For Invoice Stage. |