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Add a Service Order

Comments

9 comments

  • Sarah Gore-Clough

    We are trying to add items to the service order items window but you cant do it in that window is that correct - you can edit all items in this window so seems strange you cant add any items.

  • Maggie U.

    Hi Sarah,

    You can't add items directly from the Service Order Items screen. I would recommend that you select an item that is on the order you want to add the items to, right-click and select Edit -> Edit Service Order. Then from the Edit Service Order screen, you can add additional items from there.

    Thanks,
    Maggie

  • Permanently deleted user

    This doesn't tell you how to add a service order to event - seems to tell you how to change price lists?!

  • Maggie U.

    Hi Tamzin,

    The first section under the From the Events Screen describes how to add the service order to the event.  The Add Service Order Screen section describes the available fields and then the Adding Items on the Add Service Order Screen section describes how to add items to the service order.

    Thanks,
    Maggie

  • Permanently deleted user

    Thanks Maggie. I am having trouble because it looks like i have a bug. If i just edit the units and click save, no service order is added, but it's okay if i use save + ok. Do you agree this is a bug?

  • Maggie U.

    Hi Tamzin,

    If you enter the units and click Save, a service order gets created in the background but the Add Service Order screen remains open so you can continue adding items to the order.  After you are done adding all the items and click OK on the Add Service Order screen, the Edit Service Order screen will then open with all the items you added to the order. 

    Thanks,
    Maggie

  • Permanently deleted user

    Makes sense! Thanks

  • Lynette Ell

    Hi,

    When adding a service order is it possible to default the order location to the Anchor space?

    if so how?

     

    Ta

  • Sam Wilson

    Hi Lynette, 

    Currently, the service order space defaults to the function space (if set). There is not a mechanism for automatically selecting the event anchor space when creating functions or orders. 

    If your organization typically sets the function space and/or order space to the event anchor space when creating new functions or orders, you may be able to leverage a web hook to assist in that process. Contact your consultant or VSM to determine if this approach can satisfy your requirements.

    If you believe having an option to default this value would be generally useful, consider adding an enhancement request in a Product Ideas forum. You can follow these steps if you are unfamiliar with this process.

    1. Access the Support Center. (https://supportcenter.ungerboeck.com)
    2. Go to the The Community by clicking on the Collaborate! button.
    3. Click on the Product Ideas tab.
    4. Click the Enter the Forum button for the forum where you would like to add the enhancement request. (This probably fits best in the Venue Product Ideas forum.)
    5. Click the green Create a New Post button.
    6. Complete the form and click the Submit button.

    Regards,

    Sam

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