Service Order Details

Form ID: (FS401000)

On this form, you can view all the items of the service orders defined in the system and their details.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You can use the elements in this area to view in the table the service orders that are most relevant to the information you need. Most of these boxes can be left blank to view a broader range of information.


Element	Description
Branch	The branch for which you want to view service orders.
Branch Location	The branch location for which you want to view service orders.
Customer	The customer for which you want to view service orders. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location	The customer location for which you want to view service orders.
Service Contract ID	The number of the service contract whose service orders you want to view along with their details.
Schedule ID	The reference number of the schedule for which you want to view service orders.
Item	The inventory item for which you want to view service orders.
Target Equipment	The target equipment for which you want to view service orders.
From Date	The start date of the date range when service orders that you want to view were created in the system.
To Date	The end date of the date range when service orders that you want to view were created in the system.

Table

This table displays the service orders and their details according to the criteria you have specified in the Selection area.

Table 1. Table Columns
Element	Description
Branch ID	The branch that provided the services.
Branch Location ID	The branch location that provided the services.
Service Order Type	The type of the service order.
Service Order Nbr.	The number of the service order.
Customer ID	The unique identifier of the customer that ordered the service.
Location ID	The unique identifier of the customer location associated with the service order.
Date	The date when the service order document was created in the system.
Status	The status of the service order, which is one of the following options: Open: The service order has been created but has not yet occurred (default status). Completed: All the activities related to the service order have been completed. On Hold: The service order is on hold, so it will not be performed yet. Canceled: The service order has been canceled. Closed: All the administrative activities related to the service order have been completed. Quote: The service order is a quote; therefore, it cannot yet be performed and cannot have an assigned service order.
Line Type	The type of the item related to the service order.
Inventory	The identifier of the item related to the service order.
Target Equipment ID	The identifier of the target equipment related to the service order.
Equipment Nbr.
Component ID	The identifier of the component related to the service order.
Billable	A check box that indicates (if selected) that the inventory item is billable—that is, the billing rule for the item is set to Flat Rate or Time.
Estimated Quantity	The estimated number of this items in the service order.
Estimated Amount	The estimated amount of the transaction associated with the service order.
Appointment Quantity	The actual quantity of this line item.
Appointment Amount	The actual amount of the transaction defined during the appointment.
Appointment Count	The number of not canceled appointments associated with the line item.
Mark for PO	A check box that indicates (if selected) that the item was marked for purchasing. This column is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Nbr.	The number of the purchase order related to service orders. This column is available only if the Inventory feature is enabled on the Enable/Disable Features form.
PO Status	The status of the purchase order related to the service order. This column is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Actual Duration	The total actual time staff members spent performing the services of the service order. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Billing Customer	The customer that will be billed for the item. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Billing Location	The customer location related to the billing process. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Cost Code	The cost code with which the item is associated to track project costs and revenue. This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Cost Code Description	The description of the cost code with which the item is associated. This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Description	A description of the item of the line. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Estimated Duration	The estimated time of performing the service in the service order. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Line Status	The status of the service or item. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Project Description	The description of the project related to the line item. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Project ID	The identifier of the project related to the line item. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Row Number	The number of the row in the table. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Service Contract ID	The identifier of the service contract associated with the service order. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Source Service Contract ID	The identifier of the service contract from whose schedules the service order has been generated. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Task Description	The description of the project task that is assigned to the service order. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Task ID	The identifier of the project task that is assigned to the service order. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Vendor ID	The identifier of the vendor who performed the service or provided the item. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Vendor Location ID	The vendor location related to the item. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Workflow Stage ID	The stage that reflects the workflow progress of the service order. The stages are defined on the Workflow Stages (FS202100) form. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Appointment Duration	The actual time of performing the appointments to which the service is related. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.