Service Orders with Added Services and Appointments: General Information

Sometimes you may need to expand service orders that have already been created in the system on the Service Orders (FS300100) form by adding services, appointments, or both services and appointments. This may happen, for example, when a customer has requested an installation service earlier, and then decided to add cleaning of the installed item or training for employees to the service order. In this case, you would open the existing service order and add another required service. You would then create the needed appointments to perform the service.

Learning Objectives

In this chapter, you will learn how to do the following:

• Add to an existing service order a new service to be provided to the customer
• Consider the skills of the staff member assigned to the service order
• Create a new appointment to provide the additional service, and add this appointment to the service order

Applicable Scenarios

You add extra services, additional appointments, or both of these to an existing service order if the work needed by a customer has expanded.