SARAS ennovations

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.

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

In header section, all data is derived from the Job Order. The only field to be entered by the user is Vendor Name.
To edit the header follow the below steps:

• To edit header Click Edit Symbol on right corner of Header section or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed.
• Fill in the Vendor name. If the vendor name is not present or it is a new vendor then click on the + icon for getting supplier quick edit screen where a user can type its name, address and contact information all in one screen and can add a supplier quickly.
• Select the currency from the dropdown list, if the selected currency is incorrect.
• The user can change the Required On date, if necessary and add Comments.
• Document Code will come automatically after the document is saved. It is based on the from and to location and also the current date.
• From Location, Document Code, and Order Incharge will come automatic.

In line item 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.
• The selling price is automatically calculated based on Unit Price.

The document status will be updated automatically, there is no need for user to update Service order status manually. When the task with that service order is completed, the status will service order status will automatically change to Order Closed.