Handling a Support Call that Requires a Service Order

After you are assigned as the owner of an incident, follow these steps to handle a support call that requires a service order:

  1. Open the Incidents form to obtain information about the issues.
  2. Cross-reference the incident to a service request order to track the material, labor, and miscellaneous expenses and to bill the customer:
    1. On the Status tab, change the Destination to SRO.
    2. Click Save
    3. Click Destination to launch the Service Order Quick Create form.
    4. Create a new service order.
  3. Click Destination to open the Service Orders form and filter for the new SRO.
  4. On the Lines/Operations tab, click Transactions to launch the Service Order Transactions form. Specify material, labor, and miscellaneous transactions for the SRO.
  5. On the Service Orders form, set the Status to Open, if it is not already set.
  6. Run the Service Order to be Invoiced Report for the new SRO.
  7. Run the Service Order Invoicing form.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing
Quick SRO Create: Copying SRO Information from an Existing SRO
Reporting on Service Orders to be Invoiced
Running Service Order Invoicing