It is possible to move Service Orders to different functions or events. It is not possible to move orders if they meet any of the following criteria:
- Order has actuals
- Order is on an invoiced payment plan
- Order is on a payment plan that has more than one order and the new event is different than the old event
- Order is on a purchase order
- Order is a booking order
- Order has booth assignments
Order item dates and times will update to the new function dates and times when moved. To move a service order, follow the below steps:
1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event which contains the order(s) to move.
3. Right-click and select Edit. The Edit Events window opens.
4. Select the Service Orders tab.
5. Select the order(s) to move. Copy multiple orders at one time by using Ctrl + Click or Shift + Click.
5. Right-click and select Tools -> Move.
6. On the Move Orders window, the event field will default to the event for which the order(s) currently exist. If the orders are staying with the same event, then do not change the event field. If moving the orders to a different event, then select the new event from the drop-down.
7. After selecting the event, assign the orders to the appropriate function by selecting the function.
8. Click OK.
The service order(s) is moved to the selected event and/or function.
Comments
7 comments
Hello - is there no way to prevent a moved order from adopting the target Function's dates and times? For orders with items whose dates and times are specified per item, having the target Function's dates and times override those of the items is impractical and unfortunate!
Basically looking to add to the Move Order window the option to Keep Original Times - similar to the option that exists on the Copy Order window.
Thanks,
Zak.
0 upvotes
Hi Zak,
There currently is not a way to prevent the item dates and times from being updated when moving an order. Please submit your enhancement to helpdesk@ungerboeck.com along with the business case so our Product Management Team can evaluate for a future release.
Thanks,
Maggie
0 upvotes
Hey everyone,
I am attempting to move a service order to a new event. I have released the booth assignment but I am getting an error and the order does not move. The error is "Order has Exhibitor"
Any idea how to rectify this?
0 upvotes
How do we move a paid service order from an exhibitor to another exhibitor? We have a 3rd party signing in as themselves and it needs to be attached to the Actual exhibitor they work with.
Example;
3rd party Order Paid Order now in "ABC Inc" but we need to be attached to the "XYZ Co."
1 upvotes
Hi Nina,
Here are some suggestions on moving orders from one exhibitor to another:
1. Make sure the order is not flagged as a booth order by unchecking the booth order checkbox on the order, you will have to release any booth assignments if any are assigned.
2. Make sure the order is not linked to an exhibitor record by clearing the exhibitor field on the order.
3. Change the order account to the desired account.
4. Select the correct exhibitor record in the exhibitor field on the order.
There might be more steps needed depending on your data, but this should get you moving in the right direction.
Thanks,
Eric
0 upvotes
Hi everyone,
In case that order is attached to a contract, can we move the order to another function without warning to revise the contract?
Cheers,
Michael
0 upvotes
Hi Michael,
When moving an order to another function, the contract will change to Modified. You should only be getting the message to revise the contract if it has changed to Requires Revision. If you are getting the pop up to Revise contract when the status is modified, I would suggest logging a ticket so we can investigate further.
Thanks,
Jodi
0 upvotes
Please sign in to leave a comment.