Service Orders & Work Orders

  • Order Statuses

    You use order statuses to define where an order is in the overall ordering process. Order statuses all belong to one of four classes: Active, Hold,...

  • Order Item Statuses

    You use order item statuses to track the status of each individual item on an order. The software  comes with four default item statuses: Waitlist,...

  • Order Categories

    You use order categories to create a more streamlined add service order process. You can create an order category for each type of service order (a...

  • Day Delegate Rate (DDR) and Non-Function Service Orders

    You can create service orders that do not require functions. Since there is no function assigned to the service order, the service order items do n...

  • Discount Categories

    You use discount categories to differentiate the types of discounts you apply to orders and order items.  Add a Discount Category Click the Discou...

  • Manage Inactive Items When Copying a Service Order

    You can use organization parameter EM 274 to control how inactive items are handled during the Copy Service Order process. An inactive item is defi...

  • Custom Service Order Items

    You can add custom service order items to events, functions and service orders so you can order items directly from the Add Event screen, Edit Func...

  • Working with Custom Service Order Items

    After a custom service order item has been entered and saved for an event or function, it can be viewed on Events or Functions screen as well as vi...

  • Assign User Defined Fields (UDFs) to Service Orders

    You use user defined fields (UDFs) to gather additional information about a service order. You can configure the same service order UDFs for all se...

  • Assign User Defined Fields (UDFs) to Service Order Items

    You use user defined fields (UDFs) to gather additional information about a service order item. To learn how to set up a user defined field set, se...

  • Price Classes

    You can use Price Classes to automatically assign a price list to a service order based on the price class for the order account. Price classes are...

  • Personnel Account Not Assigned to User ID

    If you receive a message that "A personnel account has not been assigned to your user ID.  Please attach your user ID to a personnel account and tr...

  • Service Order Access Privileges

    You use access privileges to control the information roles/users can add, edit, delete or view. You use access privileges in conjunction with acces...

  • Work Order Access Privileges

    You use access privileges to control the information roles/users can add, edit, delete or view. You use access privileges in conjunction with acces...