Service Order

When a Service Order is requested in a Job Order, the request is displayed in the Pending Create SO screen. From this screen, you can create Service Order. On clicking the Create SO button, a new Service Order is created with details filled from the Job Order.
You need to add the Unit Cost and the Vendor Name in the Service Order screen, rest all required details are filled automatically from the Job Order.
After the details are added, change the Service Order Status to Approved by placing the cursor on Submit Pending clicking on Submit For Approval.
After the service order is Approved, the Task with that service order will be approved automatically.

• 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.

The Service Order is created from the Pending Create SO page when the user selects the Create SO button.

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:

• Vendor Name: Select the vendor for the order.
• Currency: Provide the currency of the order, by default system will show local currency
• Required On Date: Specify the date by when the SO is required.
• Delivery Name: Select the delivery person, if Delivery Name is different than Billing Name
• Delivery Address: Select the delivery address, if Delivery Address is different than Billing Address
• Comments: Any comments regarding the Service Order.

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

In line item, data is automatically added from the job order. The user is only required to add the unit price for the line item. The unit price will be sent to job order after the task is closed and will be set as the labor cost for that particular task.

To edit line items, follow the below steps:

• To edit the line items, click on edit and a popup will open.
• Once the editor of line item is opened, the Item ID is displayed on the top.
• In the editor a user needs to fill the Unit Price. All the other fields will be filled automatically from the job order.

Step 1: Click edit Terms. System will open a popup to edit the information of the terms. following information is required:

• Payment date, Credit Days, Payment Terms and Mode of Payment
• After editing is done, click Confirm to close the popup.

This section will show the following key information

• Values: Total value of the transaction, including tax, discount, total payable
• Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
• Status of the document

After all changes are done, it is necessary to Save the Document, by clicking the button “Save Document”, If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

Note: When the task with that service order is completed, the service order status will automatically change to Order Closed.

Note: Attachments can be added only after document is saved.

Step 1: After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

Step 2: Click confirm to close the popup

Note: At a time only one attachment can be uploaded.

Note: Comments can be added at any time, even if the document status is pending or closed.

To add comment click on Add button and provide the comment in the popup.

Note: User can edit only their own comment, eg: User A cannot change comment of User B