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:

  1. 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.
    Dept
    Select the range of departments to include for the utility.
    Work Center
    Select the range of work centers to include for the utility.
    Through Date
    Specify the date through which the SROs should be automatically generated.
    Increment Date
    Select this field to automatically increment date ranges.
    Keep Operation Numbers
    Select this check box to use operation numbers as they appear on the SRO template. If not selected, the numbers are re-sequenced in increments of ten.
  2. Click Preview to preview the output before running the utility.
  3. Click Process to run the utility.
  4. Click Commit to save the results.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing