Create Service Order
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 Order
in the top right corner.
Fill in the required fields for your order.
Click
in 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.
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