Setting Up the System for Service Request Orders (SROs)
Before you can create SROs, set up this information:
- Set up at least one SRO product code that lists the accounts used for posting expenses.
- Set up service order types for the different types of service calls your company performs.
- Set up work codes.
- Set up service operation codes.
- Set up miscellaneous codes.
- Set up payment types.
- Set up Service Order Templates, for certain types of service orders, so that information can default and not need to be typed when you create a new SRO for a certain type of service.
- Set service parameters.