Running the Service Order Status Report

Use the Service Order Status Report to generate a list of SRO statuses or bill statues. Follow these steps to run the report:

  1. Open the Service Order Status Report.
  2. Specify this information:
    Status SRO
    Select the status of the SRO. The status determines whether the transactions against the SRO may be entered or invoiced. The status may be changed at any time. Choices for the status are:
    • Template: Used as a generic setup for quickly creating new SROs.
    • Estimate: Used for estimating cost and price information for a customer.
    • Open: Indicates that no transactions are on hold and that the SRO may be invoiced. When first created, the status will automatically set to open.
    • Closed: SRO is complete and no invoicing can be performed.
    Status Line
    Select the current status of the SRO line. The default status is Open upon creation.
    Status Operation
    Select the current status of the SRO operation:
    • Open: The operation is active
    • Invoice: The operation is available to be invoiced by the SRO invoicing program
    • Closed: The operation is complete
    Bill Status
    The current state of billing for a SRO is displayed.
  3. For these fields, select the range of values to include on the report:
    • SRO
    • Line
    • Operation
    • Bill Manager
    • SRO Type
    • Region
    • Customer
    • Cust PO
    • Item
    • Open Date
    • Start Date
  4. Specify this information:
    Increment Date
    See Increment Date.
    Sort By
    Select the order to sort by for the report output.
  5. Click Preview to view the report output before printing.
  6. Click Print to run the report and print the output.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing