Closing a Service Order
- Open the Service Order Close Utility from the Explorer or by clicking Close SRO on the Service Orders form. Some fields will be pre-populated if you open the utility from the Service Orders form.
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For these fields, select the range of values to include in the
close process:
- SRO (Number)
- SRO Type
- Billing Manager
- Date Opened
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Use these check boxes to select additional options for the close
process:
- Close Only Billed Complete
- Select this check box to close only SROs, lines, and operations where the billing status is complete.
- All Lines Must Be Shipped
- If you select this check box, all SRO line material must be shipped before the utility will close the SRO.
- All Actual Transactions Must be Posted
- If you select this check box, all actual transactions must be posted before the utility will close the SRO.
- All Planned Transactions Must be Posted
- If you select this check box, all planned transactions must be posted before the utility will close the SRO.
- Skip Operations With Unrelieved WIP
- Select this check box to omit operations with unrelieved WIP from the process.
- Only Closed Working Status Codes
- Select this check box to run the utility for only service orders with a closed working status code. This check box is helpful for users who leverage the SRO Working Status to close a service order.
- In the Close SROs Opened Before field, select the date to use to determine a cutoff for service orders to include in the close process.
- Select Preview and click Process to preview the output before running the utility.
- Select Commit and click Process to commit or post the input information on the form to the system.
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