Setting Up the System for Service Request Orders (SROs)

Before you can create SROs, set up this information:

  1. Set up at least one SRO product code that lists the accounts used for posting expenses.
  2. Set up service order types for the different types of service calls your company performs.
  3. Set up work codes.
  4. Set up service operation codes.
  5. Set up miscellaneous codes.
  6. Set up payment types.
  7. Set up Service Order Templates, for certain types of service orders, so that information can default and not need to be typed when you create a new SRO for a certain type of service.
  8. Set service parameters.
Related topics
Adding and Updating a Service Order
Setting Up Service Product Codes and Distribution Accounts
Setting Up Service Order Types
Setting Up Work Codes
Setting Up Service Operation Codes
Setting Up Miscellaneous Codes
Setting Up Payment Types
Setting Up Service Order Templates
Setting Up Service Parameters