Details and Settings Tab - Orders
The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields.
Order # - when the order is saved, the order number is populated. This is a unique number you can use to look up orders.
Reference #- The order number is populated into this field, but you can change it. This field is sometimes used to type a reference number you customer may want you to use.
Opened Date – auto-populated with the date you created the order.
Due Date – You can select a date this order is due. If the order is not closed by this date, the order will show as red on the dispatch board. Note- Your SME Administrator may have changed the overdue color.
Date Dispatched – Date field to select the date your technicians are dispatched. This field is not auto-populated and you must select the date.
Closed Date – This field will be auto-populated with the date you close the order.
Priority – Select a priority and you can sort orders by priority in the Search window.
PO # - Type the related purchase order number for reference.
Taken By – Name of SME user that created order will populate this field.
Billing Status – If you are syncing SME with QuickBooks, the billing status drop down will be imported. Here you can void an order so it doesn’t sync with QuickBooks when invoiced.
Closed By – Name of SME user that closed the order will populate this field.
Invoice Type – Select the type of invoice you want to use for the order. See the Invoicing an Order section of this guide to read about your invoicing options.
Order Status – Your SME Administrator may have customized this drop down list. This field should reflect the milestones you move your orders through such as “materials ordered” or “ready to schedule”.
SLA Category –Allow you to designate the entire order into a Service Level Agreement category such as comprehensive, labor only, parts only, etc. These categories are fully customizable by the SME Administrator.
Project – Select the project you want this order to be added to. You can create new projects in Projects, in the Customer module.
Not to Exceed – Type your order cost you should not exceed. You can compare it to the Total Cost field to the right.
Total Cost – This field is a calculated field and cannot be edited. It will show you your cost.