Automatically Generating a Service Order

Use the Service Order Automatic Generation Utility to process the specified units and automatically generate a SRO if needed.

When Auto Schedule Resource is selected on the Service Parameters form, then an appointment is created for each maintenance SRO. These values are used to create the appointment:

Partner:
- The default partner specified on the Service Order Templates form.
- The service partner of the unit specified.
- The service partner of the customer specified.
Appointment Date: The appointment date/time will be set to the start date/time entered on the Copy/Create form.
Duration:
- The Down Time value assigned on Unit Maintenance record
- The sum of the SRO Operations duration
- The sum of the hours worked on the planned labor transactions
- The service parameter Hours value

To automatically generate a service order:

Specify this information:

Unit

Select the range of units to include for the utility.

SRO Type

Select the range of SRO types to include for the utility.

Customer

Select the range of customers to include.

(Customer Ship To)

Select the range of customer ship tos to include.

Consolidate Service Orders

Select this check box to consolidate multiple units into one service order. When this check box is selected, any unit maintenance records that have the same customer, ship to, template, and SRO type as the service order are consolidated under that service order.

Cust PO

Specify the customer PO number, when required. The PO Required field is set on the Service Orders form.
Note: This field is enabled when the Starting Customer and Ending Customer are the same and not empty.

Through Date

Specify the date through which the SROs should be automatically generated.

Increment Date

Select this field to automatically increment date ranges.
Click Preview to preview the output before running the utility.
Click Process to run the utility.
Click Commit to save the results.