Creating Periodic Service Orders

From the Service management area page, select the Create service orders menu item from within the Service orders folder of the Periodic group.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

How to do it…

To get the system to create your scheduled Service Orders automatically, follow these steps:

  1. From the Service management area page, select the Create service orders menu item from within the Service orders folder of the Periodic group.
  2. When the service order creation dialog box appears, select a to and from date that you want to search for recurring service order tasks, and also select the transaction types that you want to include. Then click the OK button.
  3. If there are Service Agreement lines that fall within your date range and transaction type, the system will notify you that they have been created.

How it works…

You will see the new Service Orders automatically show up.

Drilling into the detail you will be able to see the task that was assigned to the work order.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: