Maintain Service 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.

Editing an order

Order details

You can change order date, supplier and cost details under "Order Details".

The total cost of the order lines are calculated for estimate (advanced).

Order reference

1. Click the more iconat top right.

2. Select Edit order reference.

3. Make changes to the reference in the window.

4. Click Save.

Status

You can change the status of the order at all times. There are three statuses, "Estimate", "Revised", and "Final".

Changing the status will also change the value from which the amount is derived. For "Estimated" status, the amount comes from the "Estimated" column. For "Revised" status, it comes from the "Revised" column, and so on.

1. Click the status label at the top of the drawer next to the order reference.

2. Select desired status.

Creating order lines

Clickin the "Order Lines" section to create a new order line.

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.