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erp-manual:cloud:production:serviceorder

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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. click on Create SO button for required task.+  * **From Pending Create SO: ** 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. Click on Create SO button for required task
 +  * **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:cloud:production:serviceorderfullscreen.png?500 }}+ {{popup>erp-manual:cloud:production:serviceorderfullscreen.png?500}}
  
 **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**: Any comments regarding the Service Order.     * **Comments**: Any comments regarding the Service Order.
  
-{{ erp-manual:cloud:production:serviceorderheader.png?500 }}+{{popup>erp-manual:cloud:production:serviceorderheader.png?400}}
  
 **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:cloud:production:serviceorderlineitems.png?500 }}+ {{popup>erp-manual:cloud:production:serviceorderlineitems.png?400}}
  
 ===== 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>erp-manual:cloud:attachment.png?300}}
  
 **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>erp-manual:cloud:comments.png?300}}
  
 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
erp-manual/cloud/production/serviceorder.1713419939.txt.gz · Last modified: 2024/04/18 05:58 by Varun Nagrecha