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Custom Service Order Items

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10 comments

  • Thanks Maggie. I figured that was the case. I will send an enhancement request in as this feature for us isn't very useful without being able to link directly to the function attendance.  

  • Hi There - is it possible this can be set up so that at the time of entering the service order item quantity - rather than entering a number you can select the function attendance or event attendance instead? Or is it only possible to change this after the service order has been generated?

    This functionality would be very useful to us, but only if we can select function attendance right from the start. 

     

  • Sean Tame

    Having SO items consistently and accurately linked to Attendances and other Stats is of critical importance.  I also believe the in-line feature is not usable without this support.

  • When I open this video in Chrome, I get sound but no video? 

  • Jodi Webb

    Thanks Maggie.

    I realised I was putting the service orders in, but using the wrong price list on the order. So have established if there isn't a package for the particular Price List, the field won't show.

    This isn't working on the Functions Preview pane though. We would have to open every function line to add packages, which seems to defeat the purpose of this being a quicker option to just right clicking and adding a service order.

    Regards

  • Maggie U.

    Hi Jodi,

    Packages can be used with service order inline items, including substitutions.

    Thanks,
    Maggie

  • Maggie U.

    Hi James,

    Thanks for letting us know. I removed the video as the video files as the video program we were using is no longer supported in Chrome.

    Thanks,
    Maggie

  • Jodi Webb

    This doesn't allow packages to be included on the inline service Orders. Is there scope for this to be updated?

    Thanks

  • Maggie U.

    Hi Jodi,

    Sorry for the delay!  Inline order items are only available on the Edit windows, not on the grid or on the reading pane.  This is a great idea for an enhancement though so please post it in our Enhancements forum or submit a case to our Client Care Team.  Either way, it will be reviewed by our Product Managers for consideration in a future release.

    Thanks!

    Maggie

  • Maggie U.

    Hi Michael,

    You aren't able to connect an inline order item to the event or function attendance.  You can connect it on the Add Service Order screen though using the Event Attendance and Function Attendance columns.  See this article for more information:

    https://supportcenter.ungerboeck.com/hc/en-us/articles/208459698

    Thanks,
    Maggie

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