Quick SRO Create: Copying SRO Information from an Existing SRO

You can quickly specify a simple list of information to create a Service Request Order or copy it from an existing SRO or template. The system then builds the SRO structure from the specified template, unit, and customer.

Use the Quick SRO Create form, accessed from a button on the Service Orders or Service Console forms, to do this.

Note: To quickly create a simple service order, on the "Copy To" side of the Quick SRO Create form, specify values for the Customer Number, Ship To, and Unit Substitute fields. Then click OK to display the new SRO in the Service Orders form.

Follow these steps to copy a service order to or from an existing service order or template:

  1. Open the Quick SRO Create form.
  2. Specify this information:
    SRO Template
    Select the SRO to copy to make the new SRO.
    Only Show Templates
    Select this check box to limit the selections available to only include SRO templates.
    Description
    The description of the SRO template is displayed. Optionally, specify a new description.
    SRO Status
    The status of the SRO is displayed.
    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.
    Lead Partner
    Select the lead partner for the SRO.
    Create as a Callback SRO
    Select this check box when the SRO to be created should be marked as a Callback SRO.
    Create Separate Line Per Quantity
    Select this check box to create each SRO line of the chosen SRO/Template multiple times (equaling the Quantity Substitute value) with a single quantity of one. For each line created, all the Operation and Transactions are created under it according to the options selected. When this check box is cleared, each SRO line is created with the total item quantity value.
    Keep Line Numbers
    Select this check box to create the line numbers as they appear on the SRO from which they are copied. The line numbers will not be re-sequenced. Clear this check box to re-sequence the line numbers, starting with the number one and incrementing by one.
    Keep Operation Numbers
    When the maintenance is set up on the Units form, a SRO template is selected for creating the service order. Select this check box to use the operation numbers as they appear on the SRO template. Clear this check box to re-sequence the numbers to the standard operation sequencing of 10, 20, 30, and so on.
    Use SRO Whse
    Select this check box to assign the value from the new service order (General tab, Warehouse field) to the operation(s) and any transaction(s) being copied. This replaces the warehouse value as it was set on the original operation or transaction. If this check box is cleared, then the warehouse value of the operation and transaction keeps the value from the original SRO.
    Open Service Orders Form on OK
    Select this check box to open the Service Orders form after clicking OK.
    Auto Dispatch SRO on Copy/Create
    Select this check box to automatically create an appointment for the SRO. The appointment is displayed in the grid section of the Schedules tab on the Service Orders form when this functionality is enabled.
    Allow Item Substitution
    Select this check box to allow the override of standard behavior, which prevents item substitution when copying from a service order that has lines with items. Use this option when you want to perform a quick create from a service order that has a large quantity of items attached to it, and you want to disregard those items.
  3. Specify this customer information for the SRO you are copying to:
    Customer
    Select a customer for the new SRO.
    Ship To
    Select a customer ship to location. If a default ship to exists for the customer, then it is displayed automatically when the customer is selected. If the field is left blank, the zero ship to location is the default value. Related fields are populated based on your selection in this field.
    Ship To ID
    If you are integrated with Infor Distribution SX.e, this field is displayed and functions the same way as the Ship To field.
    Name
    If you selected a customer number, the name of the customer is displayed. Optionally, select the customer name here first.
    Contact
    The name of the customer contact is displayed.
    Email
    The email address of the customer contact is displayed.
    Phone
    The phone number of the customer contact is displayed.
    Cust PO
    If PO Required is selected, then specify the customer PO number.
    PO Required
    If a purchase order number is required by the customer before work is performed, then this check box is selected.
  4. Specify this material substitution information:
    Note: If applicable, some fields are automatically populated from the parent form.
    Selected
    Select this check box for the lines that you want to use to create service order lines.
    Unit
    Select a unit to replace the one being copied from the selected SRO line.

    After entering a unit on this form, the system checks if any service bulletins exist for the item and unit. If one does exist, a warning message is displayed to remind the user of the bulletin number. If the unit has been serviced on a service order line, the system does not give a warning.

    Note: This behavior may be affected by these fields on the Service Parameters form:
    • Check for Service Bulletin on Incident Entry
    • Check for Service Bulletin on SRO Line Entry

    The right-click menu on this field includes an option for the Service Bulletins form.

    Customer Unit
    This field is read-only until you select a Customer. If you selected a Unit, this field is populated automatically.

    Optionally, select the customer unit to use on the SRO line that is being created. After selecting a substitute, the Unit and Item fields are populated automatically, based on the corresponding unit record.

    Item
    Select an item to replace the one being copied from the selected SRO line.
    Description
    If there is a unit selected, then the description of the unit is displayed. If the Unit field is blank, then the item description is displayed.
    Quantity
    Select the quantity to replace the one being copied from the selected SRO line.

    If the Create Separate Line per Quantity check box is selected, then multiple SRO lines with a quantity of one are created.

    U/M
    Select the unit of measure to replace the item unit of measure being copied from the selected SRO line.
    Component Item
    Select an item to replace the item on the material transaction of the operation being copied from the existing SRO.
    Component Quantity
    Specify the quantity of the component item to replace.
    Reference Number
    This read-only field is populated with the incident number when the form is opened from the Incidents form or Incident Lines form.
    Reference Line Suffix
    This read-only field is populated with the incident line number when the form is opened from the Incidents form or Incident Lines form.
  5. The Available Operations grid shows the operations associated with the selected SRO that are available for inclusion in the copy or creation utility. Use the arrow buttons for moving operations between this area and the Operations to Include area.
  6. Select which transactions to copy from the selected SRO operations. Valid options are:
    • Planned: Copy the planned transactions from the source SRO.
    • Actual: Copy the actual transactions from the source SRO to planned transactions of the target SRO.
    • None: Do not copy any transaction from the source SRO.
  7. Select Copy Line Transactions to copy the line transactions.
  8. Use the arrow buttons to move specific lines or operations back and forth between the From area to the To area.
    Note: When you copy across database sites, all lines and operations are copied. You cannot select specific lines or operations.
  9. The Show All Operations check box works in conjunction with the item substitute fields on the form. If one of those fields is specified, the utility only shows operations that match the item selected. But if this check box is selected, then the matching functionality is overridden and all the operations from the selected SRO are displayed.
  10. The Operations to Include grid shows the operations associated with the SRO that are available for inclusion in the copy or creation utility.
  11. Select which transaction type to create on the new service order. Valid options are:
    • Planned: The transactions from the source SRO are created as planned transactions on the new SRO.
    • Actual: The transactions from the source SRO are created as actual transactions on the new SRO.
    • None: Do not copy any transaction from the source SRO to the newly created SRO.
  12. Click OK to save the changes and create the new SRO, or click Cancel to cancel the process.
Note: Click Copy Lines on the Service Orders form to open the Service Order Quick Create form and quickly copy a line from the displayed SRO to another SRO.
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