View my service orders

When you click View my service orders in the Quick Actions widget, the View My Service Orders window is displayed with the list of available Service Repair Orders (SRO) pending for review.

You can perform these actions in the View My Service Orders window:

• View the list of SROs with details such as SRO number, customer number and name, bill status, working status, description, total price, total billed, and ready to invoice.
• Filter the list of SROs based on the Service Order, Customer, Bill Manager, Salesperson, Warehouse, and Working Status in the Seach section. You can also use the Include ready to invoice and Include bill hold check boxes.
• Click an SRO number to view the SRO details on the Service Orders form in the Service Management application.
• Click a customer number to view the customer details on the Customers form in the Service Management application.

• Click Details for an SRO to view the Details window and perform these actions:

  • View available information of the SRO along with the list of associated operations.

  • Use these options in the Actions field:

    • Apply bill hold: To apply the bill hold for the SRO.

    • Remove bill hold: To remove the bill hold for the SRO.

      Note: This option is enabled only when a bill is already on hold for the SRO.
    • Set ready to invoice: To set the Ready to Invoice status of the SRO to Yes.
    • Order TBI Report: To view the Order To Be Invoiced Report form in the Service Management application.
    • Order Invoicing: To view the Order Invoicing form in the Service Management application.