Service_Order_Inquiry_Shortcuts

Service Order Inquiry Shortcuts

 

History Tracking

View history for tracked fields.

 

Print Service Orders

Print the service order form for the current service order.

 

Modify Existing Customers

Open Modify Existing Customers for the customer assigned to the current service order.

 

Create Service Order

Open Create Service Order to create a new service order.

 

Modify Service Order

Open Modify Service Order to edit the current service order.

 

Complete Service Order

Open Complete Service Order to finish the current service order.

 

Filters

Apply or remove a filter.  

 

Options

Set the default options for Service Order Inquiry.

 

Refresh

View recent changes in Service Order Inquiry.

 

GIS

Add latitude and longitude. Requires the Caselle GIS Interface.

 

 

 

 

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    • Related Articles

    • Which customers have a service order?

      A Service Order icon displays in the status bar, when a customer has a service order. Clicking on the Service Order icon will show you the service order details in Customer Inquiry. It will also show the service order history for the location. Status ...
    • Which customers have a service order?

      A Service Order icon displays in the status bar, when a customer has a service order. Clicking on the Service Order icon will show you the service order details in Customer Inquiry. It will also show the service order history for the location. Status ...
    • How do I cancel a service order?

      Use these instructions to cancel a service order. Canceling a service order will cancel all of the action codes assigned to the service order. You will have the option of canceling the service order and keeping the canceled service order history ...
    • 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 ...
    • How do I show/hide pending service order message?

      Set up the default options on Create New Service Orders and Modify Existing Service Orders to show an alert next to the Customer box when the current location has a pending service order. When you mouse over the alert, the message will warn you that ...