Recurring Orders - Revision history

DavidG: Fixed video player

2021-01-21T16:52:44Z

Fixed video player

2015-03-24T14:33:20Z

Processing Recurring Orders

2012-10-18T17:09:42Z

Linking Customer Equipment to Item Repair tab

2012-10-18T17:09:11Z

Linking Customer Equipment to Item Repair tab

2012-10-18T17:03:06Z

Linking Customer Equipment to Item Repair tab

2012-10-18T17:01:36Z

Linking Customer Equipment to Item Repair tab

2012-10-18T16:57:23Z

2012-10-16T23:32:08Z

Custom Fields on Recurring Orders

2012-10-16T23:31:56Z

Custom Fields on Recurring Orders

2012-10-16T23:31:23Z

@@ Line 5: / Line 5: @@
 See the video below for an overview of Recurring Orders
-<videoflash>HV784mlJmVQ</videoflash><br>
+{{#ev:youtube| HV784mlJmVQ }}
 '''Purpose'''<br>

← Older revision		Revision as of 14:33, 24 March 2015
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	Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order.		Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order.

		+	== Generate Now ==
		+
		+	If you want to generate the recurring orders immediately for an order, follow these steps:
		+	# Go to the recurring order you want to generate
		+	# Go to Order Items and check all the line items you want to generate now
		+	## [[File:GenerateNow.png]]
		+	# Select Actions>Generate Now

	== View Recurring Order History ==		== View Recurring Order History ==

@@ Line 131: / Line 131: @@
 <br>[[File:AddEQItemOnTheFly.png]]
-<br>If you don't see the Item Repair tab, you will need to add it to your User Group on the Tab Settings Tab.
+<br>If you don't see the Item Repair tab in Recurring Orders, you will need to add it to your '''User Group''' on the '''Tab Settings''' tab.
 <br>[[File:UserGroup_RecurringOrderItemRepairTab.png]]

@@ Line 114: / Line 114: @@
 == Linking Customer Equipment to Item Repair tab ==
-If you want to track what customer equipment your technician will be working on every time this order is generated, you can add it to the Item Repair tab on the Recurring Order. If you don't see the Item Repair tab, you will need to add it to your User Group on the Tab Settings Tab.
+If you want to track what customer equipment your technician will be working on every time this order is generated, you can add it to the Item Repair tab on the Recurring Order. If you don't see the Item repair tab, you will need to edit your user group settings. See bottom part of this section.
 <br>[[File:RecurringOrder_ItemRepairTab.png]]
@@ Line 130: / Line 130: @@
 <br>4. Click '''OK'''. The equipment is added to the Item Repair tab and will also be listed in your customer's Customer Equipment list.
 <br>[[File:AddEQItemOnTheFly.png]]

@@ Line 128: / Line 128: @@
 <br>2. In the Item Repair window that opens, enter the item name, description, number.
 <br>3. Check '''Add to Customer Equipment''' (image below)
-<br>4. Click '''OK'''.
+<br>4. Click '''OK'''. The equipment is added to the Item Repair tab and will also be listed in your customer's Customer Equipment list.
 <br>[[File:AddEQItemOnTheFly.png]]

← Older revision		Revision as of 17:01, 18 October 2012
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	<br>4. A list of your customer's equipment will open. Double click to select the equipment.		<br>4. A list of your customer's equipment will open. Double click to select the equipment.
	<br>5. Click '''OK''' and the equipment is added to the Item Repair tab. When the order is generated, the equipment will be listed on the orders Item Repair tab.		<br>5. Click '''OK''' and the equipment is added to the Item Repair tab. When the order is generated, the equipment will be listed on the orders Item Repair tab.
		+
		+	<br>If the equipment you need to add to the Item Repair tab isn't listed in the customer's equipment list, you can either go to the Customer Equipment module and add it, or you can add it on the fly by following these steps:
		+	<br>1. On '''Item Repair''' tab click New.
		+	<br>2. In the Item Repair window that opens, enter the item name, description, number.
		+	<br>3. Check '''Add to Customer Equipment''' (image below)
		+	<br>4. Click '''OK'''.
		+	<br>[[File:AddEQItemOnTheFly.png]]

← Older revision		Revision as of 16:57, 18 October 2012
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	Click '''[[Custom Tabs and Fields]]''' to learn how to create custom fields.		Click '''[[Custom Tabs and Fields]]''' to learn how to create custom fields.
		+
		+
		+	== Linking Customer Equipment to Item Repair tab ==
		+	If you want to track what customer equipment your technician will be working on every time this order is generated, you can add it to the Item Repair tab on the Recurring Order. If you don't see the Item Repair tab, you will need to add it to your User Group on the Tab Settings Tab.
		+
		+	<br>[[File:RecurringOrder_ItemRepairTab.png]]
		+
		+	<br>1. Click the '''Item Repair''' tab.
		+	<br>2. Click '''New''' on the tab.
		+	<br>3. In the Item Repair window that opens, click '''Search''' to the right of the '''Customer EQ Item''' field.
		+	<br>4. A list of your customer's equipment will open. Double click to select the equipment.
		+	<br>5. Click '''OK''' and the equipment is added to the Item Repair tab. When the order is generated, the equipment will be listed on the orders Item Repair tab.

← Older revision		Revision as of 23:32, 16 October 2012
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	<br>[[File:RecurringOrderCustomFieldFollows.png]]		<br>[[File:RecurringOrderCustomFieldFollows.png]]

−	Click [[Custom Tabs and Fields]] to learn how to create custom fields.	+	Click '''[[Custom Tabs and Fields]]''' to learn how to create custom fields.

← Older revision		Revision as of 23:31, 16 October 2012
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	<br>[[File:RecurringOrderCustomFieldFollows.png]]		<br>[[File:RecurringOrderCustomFieldFollows.png]]

−	Click [[Custom Fields]] to learn how to create custom fields.	+	Click [[Custom Tabs and Fields]] to learn how to create custom fields.

← Older revision		Revision as of 23:31, 16 October 2012
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	<br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name.		<br>5. In Enter View Name window, either enter a new name or click OK to overwrite the existing name.
	<br>To learn more about the search window, click [[Search Window]]		<br>To learn more about the search window, click [[Search Window]]
		+
		+
		+	== Custom Fields on Recurring Orders ==
		+	You can create custom fields in a recurring order. If the Service or Install order has the exact same fields, then the data filled out in the recurring order custom field will follow to the custom field on the generated service or install order.
		+
		+	<br>[[File:RecurringOrderCustomFieldFollows.png]]
		+
		+	Click [[Custom Fields]] to learn how to create custom fields.