Quickly Creating Service Orders (Mobile)

  1. Open the Quick SRO Create mobile form.
  2. Select the service order template to copy. If you launched the form from another form, the SRO Template and Description are displayed by default.
  3. Specify this information for the new service order:
    Customer
    Select a customer for the new service order.
    Ship To
    Select a customer ship to location. If the field is left blank, the zero ship to location is the default value.
    Name
    The name of the customer is displayed.
    Unit Substitute
    Select a unit to replace the one being copied from the selected SRO line.
    Item Substitute
    Select an item to replace the one being copied from the selected SRO line.
    Lead Partner
    The name of the current partner is displayed. Optionally, select a different lead partner for the service order.
    Start Date
    The date specified is assigned to the SRO and Operation Start Date/Time. If the Automatic Resource Scheduling functionality is turned on, this value is also used as the start date/time of the scheduled appointment. The Start Date will default to the current system date and time, and will be pushed out by the lead time (if specified) of the SRO type.
    SRO Status
    The status of the SRO is displayed.
    Contact
    Select the customer contact. The email and phone number of the contact are displayed.
  4. Optionally, add additional units in the Material Substitution grid.
  5. Click OK.