Service Orders

  • Service Order Terminology

    Booking Order – Service orders that Enterprise automatically creates for space rental charges. When you book a space and assign a rate, the system...

  • Add a Service Order

    You can add service orders from lots of different areas in the software. Below are the most common workflows for adding service orders. The informa...

  • Order Packages

    Packages are ordered the same way as non-package items but depending on how the package is configured, you may receive prompts for additional infor...

  • Add Items to Service Orders

    You can add items to an existing service order or you can add items to multiple orders at one time. Add Items to an Existing Service Order Once you...

  • Move Items to a New Service Order

    You can split out items on an existing service order to a new order using Split Order. This is often used when you need to bill some items separate...

  • Advance, Standard and Late Pricing with Service Orders

    You can configure three different rates (Advance, Standard, and Late) for each item on a price list. When each rate is used is determined by dates ...

  • Service Order Item Dates

    You use service order item dates and times to create the work order item dates and times. When you add a new service order, the service order item ...

  • Edit Multiple Service Orders and Service Order Items

    You can update multiple service orders at one time and you can update multiple service order items at one time. Edit Multiple Service Orders You ca...

  • Track Lost Revenue for Cancelled Service Orders

    When an event cancels, you can use summary fields to track the lost revenue for the service orders on the event. You must have the Report Builder u...

  • Add a Payment to a Service Order

    You can add payments directly to service orders. You can add a payment that is part of the ordered amount or for the full service order amount. To ...

  • Add a Payment Plan to a Service Order

    You can add a service order to a payment plan so a payment schedule is created for the amount due. The payment plans available for selection are pr...

  • Report that Shows How Resources Have Been Used

    Many times you need to see how resources have been used over a period of time.  The easiest way to view that information is from the Work Order Ite...

  • Using the Service Order Items Screen

    The Service Order Items screen, accessed by clicking the Service Orders -> Service Order Items button on the Global Navigation Bar, displays a line...

  • Editing a Service Order Item

    Information for a service order item, such as the item description, unit charge, start and end dates and times, can all be edited if the item is op...

  • Internal Service Order Items

    Internal items are items that you need or provide that you do not want visible or charged to your customer. Internal items have no charge and do no...

  • Non-Billable Service Order Items

    You use non-billable items when you provide a service to a customer but do not want to charge for it. When an item is marked as non-billable, it di...

  • Use Attendance for Order Quantities

    You can configure the software to use the ordered event or function attendance for a service order item quantity. This is the most accurate way to ...

  • View the Service Order Item Original Rate

    The Original Rate field displays the price of a service order item before any discounts have been applied.  This price is defined by the Price List...

  • Service Order Item is Outside the Order Functions Date

    If you receive a warning message that says the service order item is outside the order function date, correct this by making sure the start/end tim...

  • Service Order Discounts

    Service Order Discounts are applied in one of two ways: Create a line item on the order with the discount amount (with a discount resource) Update...

  • Service Order Item Discounts

    Service Order Item Discounts are applied in one of two ways: Create a line item on the order with the discount amount (with a discount resource)  ...

  • Service Order Surcharges

    Service Order Surcharges are applied in one of two ways: Create a line item on the order with the surcharge amount (with a surcharge resource) Upd...

  • Service Order Item Surcharges

    Service Order Item Surcharges are applied in one of two ways: Create a line item on the order with the surcharge amount (with a surcharge resource...

  • Manage a Service Order if the Account is on Hold

    To cancel, reinstate or manage an order for an account that has been placed on Hold, you need to remove the Hold on the account, make the necessary...

  • Adding a Note to a Service Order Item

    Service order notes can be added to an order item to provide additional information about the service order item.  To add a note to a service order...

  • Delete a Service Order

    A service order can be deleted if it is at an active status, does not have any payments and does not contain any actuals. Deleted orders cannot be ...

  • Delete a Service Order Item

    You can delete service order items on active orders. Deleted items cannot be restored.  To remove order items but keep the record, you should Cance...

  • Open a Closed Service Order

    You can open a non-invoiced closed service order so you can update or add information to the order. To open a closed service order: Click the Even...

  • Close Service Orders

    You must close a service order before you can invoice it. When you close a service order, it signals that the related work orders are complete and ...

  • Copy Service Orders

    You can copy service orders, including forecast and revised forecast orders, to create new orders for the same event and function or to create new ...