Using Contracts to Generate Service Orders

Follow these steps to create a service order from a contract:

  1. Open the Service Contracts form and select the contract that you want to use. Or, follow the steps in Adding a Contract to create a new contract.
  2. On the Maintenance tab, click Contract Maintenance Schedules to launch the Service Contract Maintenance Schedules form, filtered for the current contract.
  3. On the Service Contract Maintenance Schedules form, select the SRO or SRO Template that you want to use as the basis for the new SRO.

    Specify the fields on the form to set up a recurring service schedule for the units under the contract.

    Save the schedule.

  4. Launch the Contract SRO Generation Utility to create a service order from the contract.
  5. Specify these fields on the utility:

    Contract Starting/Ending

    Select the range of contracts to include.

    Customer Starting/Ending

    Select the range of customers to include.

    Through Date

    Specify the date through which to automatically generate the SROs. This date is used in conjunction with the other ranges specified to determine if any units are due for planned maintenance. SROs are created accordingly.

    Preview/Commit

    To view the results of running the utility without saving the results in the database, select Preview.

    To save the results in the database, select Commit.

    Process button

    Click this button to run the utility.

  6. After successfully processing the utility, the new SRO number is displayed in the grid.
  7. Review the results of the new SRO on the Service Orders form.

Contract SRO Generation

You can run a utility in the foreground or background that evaluates all maintenance schedules to determine if they are due for service. If the Last SRO field is populated on the Maintenance schedule, the SRO Maintenance Date/Close Date/End Date (depending on the schedule basis) and the Frequency are used to calculate whether or not another SRO should be created.

Related Topics

About SyteLine Service

Using Contracts to Track Maintenance Agreements for Customers