Editing Recurring Orders
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− | Recurring orders will generate automatic service | + | Recurring orders will generate automatic service orders for labor, material or services. Recurring orders provide flexibility for handling inspection type work or frequent recurring work. It automatically generates service for all items based on the recurrence schedule.<br><br> |
When you create a recurring order, you select the frequency of the service and what days of the week your customer is available. SME will calculate the next service date and generate a service order. You set up the frequency in the Labor Editor or Add Items to Order window. Below are the steps to setup and process a recurring order.<br><br> | When you create a recurring order, you select the frequency of the service and what days of the week your customer is available. SME will calculate the next service date and generate a service order. You set up the frequency in the Labor Editor or Add Items to Order window. Below are the steps to setup and process a recurring order.<br><br> | ||
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'''Purpose'''<br> | '''Purpose'''<br> | ||
− | –Generate automatic service | + | –Generate automatic service orders for any type of item: Labor, Materials, or Services. <br> |
–Provides incredible flexibility for handling inspection type work or frequent recurring work<br> | –Provides incredible flexibility for handling inspection type work or frequent recurring work<br> | ||
–Combines together items the recur on same frequency<br> | –Combines together items the recur on same frequency<br> | ||
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'''Features'''<br> | '''Features'''<br> | ||
− | –Automatically generate service | + | –Automatically generate service orders for all items with the same recurrence schedule.<br> |
–Select customer site availability days<br> | –Select customer site availability days<br> | ||
–Attach service items to equipment and subcontractors<br> | –Attach service items to equipment and subcontractors<br> | ||
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== Create a Recurring Order == | == Create a Recurring Order == | ||
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− | + | # In the Service & Install module, click Recurring Order. | |
− | + | # Click '''New''' and select the customer the order is for. | |
+ | # In the '''Order Summary''', type a description of the recurring order. | ||
+ | # '''Details and Settings tab''' - Site information is populated. Select the information that applies and check the days of the week the customer is available. When SME calculates the recurring dates, it will generate the order only on the days selected here. | ||
+ | # '''Work Requested tab''' – Type a description on the services requested side for your techs on the service they are to perform. | ||
+ | # '''Order Items tab''' – You can add labor, materials or services to the recurring order. The frequency set up in the labor item, service item or material is what drives the recurring orders. | ||
− | + | In each, you will set up the frequency using the following fields: | |
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* '''Next Date''' – Select the next service date | * '''Next Date''' – Select the next service date | ||
* '''Frequency''' - Select day, week or month | * '''Frequency''' - Select day, week or month | ||
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Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order. | Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order. | ||
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== View Recurring Order History == | == View Recurring Order History == | ||
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<br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name. | <br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name. | ||
<br>To learn more about the search window, click [[Search Window]] | <br>To learn more about the search window, click [[Search Window]] | ||
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