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:

Open the Quick SRO Create form.
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.
The Available Options 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.
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.
Select Copy Line Transactions to copy the line transactions.
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.
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 the field is left blank, the zero ship to location is the default value.

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.
Specify this material substitution information:

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.

Quantity Substitute

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.

UM Substitute

Select the unit of measure to replace the item unit of measure being copied from the selected SRO Line.

Component Item Substitute

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.
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.
The Operations to Include grid shows the operations associated with the SRO that are available for inclusion in the copy or creation utility.
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.
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.