How_do_I_modify_a_service_order_

How do I modify a service order?

Use Modify Service Orders to make changes to services orders that have already been created. To cancel a service order, see the help topic titled How do I cancel a service order?

 

Before you get start

  • You'll need the service order number. You can retrieve the service order number using Service Order Inquiry.



Modifying a service order

Make changes to services orders that have already been created.

Do this...

1. Open Connect Utility Management > Service Orders > Modify Service Orders.

2. Enter the Service Order Number.

If you don't know the service order number, you can look up the customer or location in Service Order Inquiry. Service Order Inquiry will give you a list of service orders assigned to the location.

You can use the Search button to look up a customer by customer number, customer name, service address, final bill date, or parcel ID.

3. Press Enter.

The service order information displays on the screen.

4. Now, you can edit the service order.

Why can't I add a location or customer number? If you want to add a location or customer number, you need to delete the service order and set up a new service order that includes the new location or customer number.


5. Click Save (CTRL+S).

The service order is updated.



Adding a location or customer number to a service order

To add a location or customer number to an existing service order, delete the service order and set up a new service order. In 2020.08 or earlier, you could add a location or customer number to an existing service order. In 2020.08 or later, the Modify Existing Service Order view will allow you to update the information on the location and customer number but you will not be able to add a new location or customer number unless you set up a new service order. Some organizations want to discourage users from assigning service orders to the wrong location. Watch a video (0m50s)

To learn more, see How do I cancel a service order?

 

Modifying an action assigned to a service order

Make changes to an action on a saved service order.

Do this...

1. Open Connect Utility Management > Service Orders > Modify Service Orders.

2. Enter the Service Order Number.

If you don't know the service order number, you can look up the customer or location in Service Order Inquiry. Service Order Inquiry will give you a list of service orders assigned to the location.

3. Press Enter.

The service order information displays on the screen. The section titled Actions shows all of the actions assigned to the service order.

Modify Existing Service Orders


4.  Find the action code, and then click the Edit button next to it.

Actions


The action properties display on the Action tab. Remember, the fields that display on the screen will depend on the way your organization has set up the service order screen.

Actions tab


5. Edit the action code.

6. Click Save (CTRL+S).

The changes to the action code are saved.



Deleting an action code assigned to a service order

Remove an action code from a saved service order.

Do this...

1. Open Connect Utility Management > Service Orders > Modify Service Orders.

2. Enter the Service Order Number.

If you don't know the service order number, you can look up the customer or location in Service Order Inquiry. Service Order Inquiry will give you a list of service orders assigned to the location.

3. Press Enter.

The service order information displays on the screen. The section titled Actions shows all of the actions assigned to the service order.

Actions

 

4.  Find the action code, and then click the Delete button next to it.

Delete button

 

The Cancel/Delete form displays.

Cancel the current action

What do you want to do?

  • I want to cancel the action and keep the entry as a canceled action (Recommended). This option will leave a tracking log. Click Cancel the Current Action.

  • I want to delete the action and remove the entry. This option will not leave a tracking log. Click Permanently Delete the Current Action.

 

The changes to the action code are saved.

 

202008

 

 

 

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