Closing a Service Order

  1. 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.
  2. For these fields, select the range of values to include in the close process:
    • SRO (Number)
    • SRO Type
    • Billing Manager
    • Date Opened
  3. 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.
  4. 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.
  5. Select Preview and click Process to preview the output before running the utility.
  6. Select Commit and click Process to commit or post the input information on the form to the system.
Related topics