Process Service Orders

Form ID: (FS501100)

On this form, you can specify the criteria for filtering the service orders and then process all of the listed orders or only the orders you select. You can select the processing action the system takes, such as printing the service orders or closing them.

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	Initiates the selected processing (based on the Action you select) for the service orders you have selected in the table.
Process All	Initiates the selected processing (based on the Action you select) for all service orders listed in the table.

Selection Area

In this area, you can define the criteria for the service orders to be displayed in the table below, as well as the action to be applied if you click Process or Process All.


Element	Description
Action	The action to be taken if you click Process or Process All on the form toolbar. Select one of the following options: Complete Order: Changes the status of each processed service order to Completed, which indicates that all the operative activities related to the service order have been completed. The service order can now be reopened or closed. If this option is selected, the service orders with the Open status are displayed in the table. Cancel Order: Changes the status of each processed service order to Canceled. The service order can be reopened, if needed. If this option is selected, the service orders with the Open status are displayed in the table. Reopen Order: Changes the status of each processed service order to Open, the initial status when a service order is first created. The service order can now be canceled or completed. If this option is selected, the service orders with the Completed or Closed status are displayed in the table. Close Order: Changes the status of each processed service order to Closed, indicating that all the administrative activities related to the service order are completed. The service order cannot be changed after this action has been invoked. If this option is selected, the service orders with the Completed status are displayed in the table. Unclose Order: Changes the status of each processed service order to Completed if the service order has already been closed. If this option is selected, the service orders with the Closed status are displayed in the table. Allow Billing: Allows users to generate invoices for each processed service order. The service order becomes available for processing on the Run Service Order Billing (FS500600) form. If this option is selected, the service orders are displayed for the customers for which invoices are generated from service orders. (That is, the Service Order option is set under Generate Invoices From on the Billing Cycles (FS206000) form for the billing cycle that is assigned to the customer on the Customers (AR303000) form.)
Service Order Type	The service order type associated with the service orders you want to view and possibly process.
Branch	The branch specified for the service orders you want to view and possibly process.
Branch Location	The branch location specified for the service orders you want to view and possibly process.
Customer ID	The customer specified in the service orders you want to view and possibly process. 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.
Service Contract ID	The identifier of the service contract whose service orders you want to view and possibly process.
From Date	The start date of the range of the service orders you want to view and possibly process.
To Date	The end date of the range of the service orders you want to view and possibly process.

Table

This table displays the service orders that match the criteria you have specified in the Selection area. You can process all of the listed service orders or only those you have selected by using the check boxes in the first column.

Table 1. Table Columns
Element	Description
Included	An unlabeled check box that you select to include this service order for processing if you click Process.
Branch	The branch that provided the services of the service order.
Branch Location	The branch location that provided the services of the service order.
Service Order Type	The type of the service order.
Service Order Nbr.	The number of the service order.
Description	The description provided for the service order.
Customer	The unique identifier of the customer that ordered the service.
Location	The unique identifier of the customer location related to the service order.
Date	The date when the service order document was created in the system. By default, the current business date is selected.
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. Completed: All the activities related to the service order have been completed. Canceled: The service order has been canceled. Closed: All the administrative activities related to the service order have been completed.
Workflow Stage	The identifier of the workflow stage related to the service order.
Source Service Contract ID	The identifier of the service contract for which the service order has been generated if applicable.
Source Schedule ID	The identifier of the schedule for which the service order has been generated.