Editing Recurring Orders
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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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== Linking Customer Equipment to Item Repair tab == | == Linking Customer Equipment to Item Repair tab == | ||
− | If you want to track what customer equipment your technician will be working on every time this order is generated, you can add it to the Item Repair tab on the Recurring Order. If you don't see the Item | + | If you want to track what customer equipment your technician will be working on every time this order is generated, you can add it to the Item Repair tab on the Recurring Order. If you don't see the Item Repair tab, you will need to add it to your User Group on the Tab Settings Tab. |
<br>[[File:RecurringOrder_ItemRepairTab.png]] | <br>[[File:RecurringOrder_ItemRepairTab.png]] | ||
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<br>4. A list of your customer's equipment will open. Double click to select the equipment. | <br>4. A list of your customer's equipment will open. Double click to select the equipment. | ||
<br>5. Click '''OK''' and the equipment is added to the Item Repair tab. When the order is generated, the equipment will be listed on the orders Item Repair tab. | <br>5. Click '''OK''' and the equipment is added to the Item Repair tab. When the order is generated, the equipment will be listed on the orders Item Repair tab. | ||
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