Generating a Service Order Planning Report

  1. Open the Service Order Planning Report form.
  2. Specify the information to include in the report:
    • Range of service request orders
    • Range of SRO lines
    • Range of SRO operations
    • Range of customers
  3. Specify these options:
    Estimate Date
    Select the calendar date indicating when the estimate occurred. This date is used for reference in case rates and costs change and a new estimate needs to be performed. The current date is the default date.
    Valid Thru
    Select a date through which the estimate will be accurate.
    Include Freight/Misc Charges
    Select this check box to include freight and miscellaneous charges associated with the order(s) in the report output.
    Calculate Tax
    Select this check box to include tax charges in the report output.
    Display Report Header
    To display report headers in the report, select this check box. The report header is displayed on the first page of the report and lists the parameters by which you generated the report.
  4. Specify the types of notes to include in the report.
  5. Click Preview to view the report output.
  6. Click Print to generate the output and print the report.
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