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A Service order can be printed for the technician from the service order screen. If the driver is using Mobile-Service, the service order will communicate to his handheld after the next mobile download is performed. Highlight the Service Order in...
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Once a Service Order has been created and the Technician(s) assigned, dispatch the Technician(s) to complete the Service Order using one of the methods below. As with setting a Service Order Technician to Dispatched, the Technician can also be set ...
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The system is designed so that it will automatically set the Service Order status to Completed once the Cleared entry has been made with regard to the Technicians tab on the SO. The system will also set the Closed Reason code. SSI will ...
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From the EnergyService menu, select Purchase Orders . Choose Create . Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open . Enter Notes if desired. Press F...
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PO Status codes are used for tracking the status of the Purchase Order and are hard coded into the system. Open – The PO is open and no items have been received. Received – All items on the PO have been fully received. Partial Received ...
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If searching for a specific PO, select Find on the PO screen. Search by Vendor , date range, Purchase Order# , or Total Amount . ...
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Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal. Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Order scree...
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Vehicle Types From the Maintenance Tables menu, select Vehicles . Choose Vehicle Types . To create, press Ctrl+C . Enter the Description of the Vehicle. The Vehicle Type code will automatically generate once the description is saved. ...
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Vendor Types From the Maintenance Table menu, select Vendors . Choose Vendor Types . To create, press Ctrl+C . The Type will automatically be assigned once saved. Enter a Vendor Description then press the Down Arrow or F4 for ...
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This section is for the setup of service Technicians. Technician Types will be created and then assigned to a Technician based on their specialty. Technician Types Select Technicians from the EnergyService menu. Choose Technician Types...