Generate from Service Contracts

Form ID: (FS500300)

On this form, you can generate service orders or appointments associated with service contracts.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Generates service orders for the listed schedules that you have selected (by using the check boxes in the Selected column of the table).
Process All	Generates service orders for all schedules on the list.

Selection Area

By using the elements in this area, you can filter the contract schedules that will be displayed on the Schedules tab, and you can define the period of time when the service orders or appointments will be generated in the system.

Table 1. Filtering Options Section
Element	Description
Customer	The customer for which you want to view the schedules. 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 the schedules.
Branch	The identifier of the branch for which you want to view the schedules.
Branch Location	The identifier of the branch location for which you want to view the schedules.

Table 2. Generation Option Section
Element	Description
Generate Up To	The end date of service order or appointment generation. The documents are generated from the start date specified for the schedule on the Service Contract Schedules (FS305100) form until the date specified in this box or the expiration date of the schedule. By default, the current business date is selected in this box.

Schedules Tab

The table contains the list of service contract schedules that match the criteria you specified in the Selection area. You can process all the schedules by invoking Process All, or select the schedules you want to generate and click Process.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Selected	A check box that you can use to select the schedule for generation.
Branch	The unique identifier of the branch.
Branch Location	The unique identifier of the branch location.
Customer	The customer associated with the service contract.
Contract Location	The customer location specified for the service contract on the Service Contracts (FS305700) form.
Service Contract ID	The identifier of the route service contract.
Customer Contract Nbr.	The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Description	A description of the service contract.
Schedule ID	The identifier of the schedule of the contract according to which the service orders or appointments will be generated.
Schedule Location ID	The customer location where the scheduled activities take place
Recurrence Description	The description of the recurrence setting of the service contract schedule.
Schedule Generation Type	The type of the documents generated for the schedule. The options are: Service Orders or Appointments.
Start Date	The date from which the schedule is generated.
Expiration Date	The end date of the range when the schedule is generated.
Last Generated Service Order Date	The last time the service order associated with the service contract was generated.

History Tab

The table on this tab contains the history of generated service orders and appointments.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 3. Table Columns
Column	Description
Generation ID	The identifier of the generation process.
Up to Date	The last day when the documents were generated during the generation process.
Generation Date	The date when the generation process took place.

Error Log Tab

The table contains the history of errors that occurred during the generation processes.

Table 4. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Clear All Errors	Clears the list of errors.

Table 5. Table Columns
Column	Description
Generation ID	The identifier of the generation process.
Customer ID	The identifier of the customer associated with the service contract.
Service Contract ID	The identifier of the service contract associated with the schedule.
Schedule ID	The number of the schedule, which is a combination of the service contract number and the next number of schedule sequence. The schedule sequence ranges from 1 to 99.
Generation Date	The date when the generation process took place.
Error Message	The text of any error that occurred during the generation process.