Go to the OperationsService Orders module and open a service order in the drawer.
Click the more iconat top right.
Click Delete.
Click Confirm to delete the order.
Changes to a service order are done from the drawer that opens after creating a service order.
To maintain an already existing service order, open the OperationsService Orders module and click the order you want to change. It will now open in the drawer.
You can change order date, supplier and cost details under "Order Details".
The total cost of the order lines are calculated for estimate (advanced).
Click the more iconat top right.
Select Edit order reference.
Make changes to the reference in the window.
Click Save.
You can change the status of the order at all times. There are three statuses, "Estimate", "Revised", and "Final".
Click the status label at the top of the drawer next to the order reference.
Select desired status.
Tip: You cannot set the revised and final cost of an order line until after it has been created. Open an already created order line from the list to set these values.
Clickin the "Order Lines" section to create a new order line.
In this article you will learn how to enter Service Orders into the system.
Service orders can be entered in two different ways:
Service Orders module under Operations in the menu
Directly on a port call
To enter Service order in the Operations menu.This is a good place to start if you need to enter several port costs for multiple port calls.
Open the Service Orders module under Operations in the menu.
Click Create Service Orderin the top right corner.
Fill in the required fields for your order.
Clickin the Order Lines section to add at least one order line.
Click Create when you are done adding order lines.
To enter Service Orders directly on a Port Call
Open the Port Call drawer
Go to Service Orders tab
Follow instructions 2 to 5 from the list above.
Service Orders created in this way will be created with status Draft making it possible for you to amend them as many times as needed without impacting any other calculations.