This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
erp-manual:cloud:production:serviceorder [2024/04/18 05:58] Varun Nagrecha |
erp-manual:cloud:production:serviceorder [2024/04/29 06:23] (current) Varun Nagrecha |
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===== Start ===== | ===== Start ===== | ||
- | * Click on Pending Create SO Menu. The Pending Create SO screen show the tasks for which Service Order is requested and SO is pending to be created. | + | |
+ | * **From Job Order screen: ** Click on Job Order Menu. Open the Job Order and then Open the Task for which Service Order has to created. Click on Create SO button. | ||
===== Header ===== | ===== Header ===== | ||
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The Service Order is created from the Pending Create SO page when the user selects the Create SO button. | The Service Order is created from the Pending Create SO page when the user selects the Create SO button. | ||
- | {{ erp-manual: | + | {{popup>erp-manual: |
**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | ||
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* **Comments**: | * **Comments**: | ||
- | {{ erp-manual: | + | {{popup>erp-manual: |
**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
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* In the editor a user needs to fill the Unit Price. All the other fields will be filled automatically from the job order. | * In the editor a user needs to fill the Unit Price. All the other fields will be filled automatically from the job order. | ||
- | {{ erp-manual: | + | {{popup>erp-manual: |
===== Payment Terms ===== | ===== Payment Terms ===== | ||
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Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
+ | |||
+ | {{popup> | ||
**Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
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To add comment click on Add button and provide the comment in the popup. | To add comment click on Add button and provide the comment in the popup. | ||
+ | |||
+ | {{popup> | ||
Note: User can edit only their own comment, eg: User A cannot change comment of User B | Note: User can edit only their own comment, eg: User A cannot change comment of User B |