Setting Up the System for Service Request Orders (SROs)
Before you can create SROs, set up this information:
- Set up at least one
SRO Product Code that lists the accounts used for posting expenses.
- Set up Service Order Types
for the different types of service calls your company performs.
- Set up Work Codes.
- Set up Service Operation
Codes.
- Set up Miscellaneous
Codes.
- Set up Payment Types.
- Set up Service
Order Templates, for certain types of service orders, so that
information can default and not need to be typed when you create a
new SRO for a certain type of service.
- Set up Service Parameters
(Service Orders 1 and 2 tabs)..
Related Topics
Adding and Updating a Service Order