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Service Order Types

Form ID: (FS202300)

Use this form to create and configure service order types. You can define settings such as behavior, posting rules, problem codes, attributes, and mailing options. These settings apply to all service orders and appointments that use the specified service order type. You can also view and modify existing service order types on this form.

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The form toolbar has only standard buttons.

Back to TopSummary Area

Element Description
Service Order Type The alphanumeric identifier of the service order type. You can specify an identifier of up to four characters.
Active A check box that indicates (if selected) that the service order type is active in the system. When selected, you can create service orders of this type.
Description A text box for describing the service order type.

Back to TopGeneral Tab

On this tab, you can select all the preferences related to the service order type, such as billing options, appointment options, posting settings, and settings related to time and expenses integration.

General Settings Section

Element Description
Numbering Sequence The numbering sequence used for generating reference numbers for service orders of this type.
Behavior Specifies the category of the service order type, which determines how the system processes service documents. You can select one of the following options:
  • Regular: For standard service orders fulfilled through appointments for individual customers.
  • Route: For service orders fulfilled through route appointments involving multiple locations, where route planning, driver assignment, and vehicle management are required.
  • Internal: For internal service orders performed within your organization that do not involve a customer.
  • Quote: For service orders that serve as agreements to provide services at a specified price in the future.
Service Order Workflow Type A read-only box that displays the workflow type used to process service orders of this type. The value depends on the selected behavior and can be one of the following:
  • Simple: For Regular, Route, or Internal behavior.
  • Quote: For Quote behavior.
Appointment Workflow Type A read-only box that displays the workflow type used for appointments of this type. It can be one of the following:
  • Simple: For Regular, Route, or Internal behavior.
  • This box is hidden if Quote is specified in the Behavior box.
Complete Service Order When Its Appointments Are Completed A check box that indicates (if selected) that the system automatically sets the service order status to Completed when all its related appointments are completed and contain no lines with the Not Performed or Not Finished status.
Close Service Order When Its Appointments Are Closed A check box that indicates (if selected) that the system automatically sets the service order status to Closed when all related appointments are closed.
Require Contact A check box that indicates (if selected) that a contact person from the customer must be specified on the Service Orders (FS300100) and Appointments (FS300200) forms.
This check box is unavailable if the service order type has the Internal behavior.
Require Room A check box that indicates (if selected) that a room must be specified in the Room ID box on the Service Orders (FS300100) or Appointments (FS300200) form when services are performed in rooms at the branch location.
This check box is available only if the Enable Rooms box is selected on the Service Management Preferences (FS100100) form.
Require Customer Signature on Mobile App A check box that indicates (if selected) that the system requires a customer signature to complete an appointment via the mobile app.
Copy Notes from Customer A check box that indicates (if selected) that the system copies notes from the customer to newly created appointments or service orders.
Copy Attachments from Customer A check box that indicates (if selected) that the system copies attachments from the customer to newly created appointments or service orders.
Copy Notes from Customer Location A check box that indicates (if selected) that the system copies notes from the customer location to newly created appointments or service orders.
If both this and Copy Notes from Customer are selected, and both contain notes, they are concatenated.
Copy Attachments from Customer Location A check box that indicates (if selected) that the system copies attachments from the customer location to newly created appointments or service orders.
Copy Notes and Comments to Appointment A check box that indicates (if selected) that when an appointment is created from a service order of this type, notes from service order detail lines, header notes, and the Other tab comments are copied to the appointment.
If either Copy Notes from Customer, Copy Notes from Customer Location, or both are selected for the service order type, the customer or location notes take precedence. That is, if notes exist for the customer or location, they override any notes entered directly on the service order.
Copy Attachments to Appointment A check box that indicates (if selected) that attachments are copied to an appointment created from a service order of this type when the appointment is saved.
Copy Notes to Invoice A check box that indicates (if selected) that notes are copied to the generated billing document (invoice, sales order, or AP bill).
This check box is not shown if Project Transactions is selected in the Generated Billing Documents box on the current form.
Copy Attachments to Invoice A check box that indicates (if selected) that attachments are copied to the generated billing document.
This check box is not shown if Project Transactions is selected in the Generated Billing Documents box on the current form.
Copy Line Notes to Invoice A check box that indicates (if selected) that line-level notes are copied to the generated billing document.
Copy Line Attachments to Invoice A check box that indicates (if selected) that line-level attachments are copied to the generated billing document.
Start Appointments When Travel Is Completed A check box that indicates (if selected) that the system automatically starts the appointment once the travel time is completed. This automation applies only if the appointment includes a travel line.

Default Settings Section

Element Description
Take Address and Contact Information From The source of the address that will be copied to an appointment of this service order type. Select one of the following options:
  • Business Account: The address is the main address of the customer for which the service is provided.
  • Contact: The address is the address of the customer’s contact person.
  • Branch Location: The address is the address of the branch location that provides the service.
Cost Code The cost code that will be assigned by default to items of service orders and appointments of this service order type.
Salesperson ID The salesperson that will be assigned by default to the service orders and appointments of this service order type.This box is not shown if Project Transactions is selected in the Generated Billing Documents box.
Commissionable A check box that indicates (if selected) that by default, commission is paid to the salesperson for services or inventory items related to a service order or appointment of this service order type.
This check box is not shown if Project Transactions is selected in the Generated Billing Documents box.
Default Travel Item The travel item that the system inserts in the Inventory ID column of the Log tab of the Appointments (FS300200) form when travel is started. If the travel item is assigned to the appointment before travel is started, the system adds the travel item to the appointment.
You can select only an item of the Service type with the Is a Travel Item check box selected on the General tab of the Non-Stock Items (IN202000) form.
Copy Lot/Serial Nbrs. to Appointment from Service Order A check box that indicates (if selected) that the lot or serial numbers assigned to the items in the service order are automatically copied to the appointment when the appointment is scheduled from the service order or when you add detail lines to the appointment from the service order. This check box is shown only if Sales Orders, SO Invoices or Project Transactions is selected in the Generated Billing Documents box of the Billing Settings section of the current form.

Billing Settings Section

In this section, you can specify which billing documents are generated for service orders or appointments of the service order type. You can also specify settings related to the generation of this document.

Element Description
Generated Billing Documents The type of documents the system generates when billing is run for a service document. You can select one of the following options:
  • AR Documents: To bill the customer, the system generates an AR invoice, which can be viewed on the Invoices and Memos (AR301000) form, for the service order or appointment of this service order type. If the service order or appointment has a negative balance, the system generates a credit memo. If the Create a Bill Document in AP for Negative Balances check box (which is available if you select this option button) is selected, for a service order or appointment with a negative balance, the system instead creates an accounts payable bill on the Bills and Adjustments (AP301000) form.
  • Sales Orders: To bill the customer, the system generates a sales order, which can be viewed on the Sales Orders (SO301000) form, for the service order or appointment of this service order type. If needed, you can create any shipments for the sales order and add freight costs; you then generate the SO invoice on the Invoices (SO303000) form. (If quick processing has been invoked, the system can automatically generate the invoice when it generates the sales order.)
    • You can select this option only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.
  • SO Invoices: To bill the customer, the system generates an SO invoice, which can be viewed on the Invoices (SO303000) form, for the service order or appointment of this service order type.
    • You can select this option only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
  • Project Transactions: To bill the customer, the system generates a project transaction, which can be viewed on the Project Transactions (PM304000) form, for the service order or appointment of this service order type. If the service order or appointment of this service order type contains stock items, the related issue is also generated and can be viewed on the Issues (IN302000) form.
    • You can select this option only if the Projects feature is enabled on the Enable/Disable Features form and the Regular option is selected in the Behavior box of this form for the service order type.
  • None: No document is generated for a service orders or appointment of this service order type, and the other settings of the Billing Settings section do not appear on the form.
Create AP Bills for Negative Balances A check box that indicates (if selected) that the system creates an AP bill for a service order or appointment of this service order type if it has a negative balance.
This check box is shown only if AR Documents is selected in the Generated Billing Documents box.
Post Pickup/Delivery Items to Inventory A check box that indicates (if selected) that any pickup and delivery items for a service order or appointment of this type are posted to inventory.
This check box is shown only for service order types with the Route behavior.
Allow Quick Process A check box that indicates (if selected) that you can launch quick processing for a service order or appointment of this service order type. If this check box is selected, the Quick Process Settings tab appears on this form so that you can select the specific actions to be performed during quick processing of an appointment or service order of the type.
This check box is shown only if Sales Orders or SO Invoices is selected in the Generated Billing Documents box.
Order Type for Billing The sales order type that is used when the system generates sales orders for service order documents with a positive balance. We recommend that you use the IN order type or an order type based on the IN template—that is, an order type for which IN is selected as the Order Template in the Summary area of the Order Types (SO201000) form. Otherwise, shipping will be required for the generated sales order.
This box is shown only if Sales Orders is selected in the Generated Billing Documents box. An order type is available for selection in this box only if the Enable Field Services Integration check box is selected on the General tab of the Order Types (SO201000) form.
Order Type for Negative Balance Billing The sales order type that is used when the system generates sales orders for service order documents with a negative balance. Usually the CM order type is used; however, you may want to generate a sales order of another type.
This box is shown only if Sales Orders is selected in the Generated Billing Documents box. An order type is available for selection in this box only if Enable Field Services Integration check box is selected on the General tab of the Order Types (SO201000) form.
Order Type for Allocation The default sales order type used when the system generates sales orders for service documents with allocated items.
Only order types configured with the SO (Sales Order) template must be selected.

This box is shown only if Sales Orders, SO Invoices, or Project Transactions is selected in the Generated Billing Documents box.
Default Terms for AR and SO The credit terms that are used when the system generates a sales order or accounts receivable document to bill the customer if the customer has no default terms defined.
This box is shown only if AR Documents, Sales Orders, or SO Invoices is selected in the Generated Billing Documents box.
Default Terms for AP The credit terms that are used when the system generates a document in accounts payable if the vendor has no default terms defined.
This box is shown and available only if both the AR Documents option is selected in the Generated Billing Documents box and the Create AP Bills for Negative Balances check box is selected on the current form.
Use Sales Account From The source of the sales account used for the transaction. Select one of the following options:
  • Inventory Item: The account used is the sales account of the stock item or non-stock item when the system generates a sales order or accounts receivable document. The account used is the non-stock item’s expense account when the system generates an AP document. These accounts are specified on the GL Accounts tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
  • Warehouse: The account used is the warehouse’s sales account when the system generates a sales order or accounts receivable document. The account used is the warehouse’s expense account when the system generates an AP document. These accounts are specified on the GL Accounts tab of the Warehouses (IN204000) form.
    • This option appears on the form only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
  • Posting Class: The account used is the sales account of the posting class when the system generates a sales order or accounts receivable document. The account used is the expense account of the posting class when the system generates an AP document. These accounts are specified on the GL Accounts tab of the Posting Classes (IN206000) form.
  • Customer/Vendor Location: The account used is the customer location’s sales account when the system generates a sales order or accounts receivable document. This account is specified on the Customers (AR303000) form.
    • The account used is the vendor location’s expense account when the system generates an AP document. This account is specified on the Vendors (AP303000) form.
Combine Sales Sub. From The rule of composing the subaccount from other subaccounts associated with the records related to the billing document for a service order or appointment of this service order type. (You should make sure that the subaccounts have been defined for the sources of the segments.) To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
  • A: The subaccount associated with the branch location. The subaccount of a branch location is specified on the Branch Locations (FS202500) form, in the General Subaccount box (in the Financial Settings section of the General tab).
  • C: The subaccount associated with the branch. The subaccount of a branch is specified on the Branches (CS102000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub. box (GL Accounts tab) for an AP bill.
  • I: The subaccount associated with the inventory item. The subaccount of a non-stock item is specified on the GL Accounts of the Non-Stock Items (IN202000) form as follows: in the Sales Sub. box for an SO or AR document; and in the Expense Sub.box for an AP bill. The subaccount for a stock item or pickup or delivery item is specified on the Stock Items (IN202500) form, in the Sales Sub. box (GL Accounts tab).
  • L: The subaccount associated with the customer or vendor location. For a customer location, the subaccount is specified on the Customer Locations (AR303020) form in the Sales Sub. box (GL Accounts tab) for an SO or AR document. For a vendor location, the subaccount is specified on the Vendor Locations (AP303010) form in the Expense Sub. box (GL Accounts tab) for an AP bill.
  • P: The subaccount associated with the posting class. The subaccount of a posting class is specified on the Posting Classes (IN206000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub. box (GL Accounts tab) for an AP bill.
  • S: The subaccount associated with the salesperson. The subaccount of a salesperson is specified in the Sales Sub. box of the Summary area of the Salespersons (AR205000) form for a sales order or AR document.
  • T: The subaccount associated with the service order type. The subaccount of the service order type is specified in the Subaccount box on the current form (also in the Billing Settings section on the General tab).
  • W: The subaccount associated with the warehouse. The subaccount of a warehouse is specified on the GL Accounts tab of the Warehouses (IN204000) form as follows: in the Sales Sub. box for an SO or AR document; and in the Expense Sub. box for an AP bill.
    • This option appears on the form only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
This box is shown only if the Subaccounts feature is enabled on the Enable/Disable Features form.
General Subaccount The subaccount used for the service order type.
If T is specified in the Combine Sales Sub. From box of the current form, the system uses the subaccount specified in this box to post transactions. If this box is empty, the system uses 000-000 for posting.
This box is shown only if the Subaccounts feature is enabled on the Enable/Disable Features form.
Account Group The account group that is assigned by default to project transactions generated from an appointment or service order of this service order type. You can select one of the account groups specified on the Account Groups (PM201000) form.
This box is shown only if Project Transactions is selected in the Generated Billing Documents box.
Reason Code The reason code that is used by default in issues generated for stock items from appointment or service order of this service order type. You can select one of the account groups specified on the Reason Codes (CS211000) form.
This box is shown only if the Inventory feature is enabled on the Enable/Disable Features form and the Project Transactions option is selected in the Generated Billing Documents box.
Billing Type The type for project-related appointments and service orders of this service order type, which defines how the items are billed. You can select one of the following options:
  • Cost as Cost (default): The items are billed based on the unit cost specified in the document.
  • Revenue as Cost: The items are billed based on the unit price specified in the document.
This box is shown only if Project Transactions is selected in the Generated Billing Documents box.
Automatically Release Project Transactions A check box that indicates (if selected) that the system releases the project transaction when the transaction is created. If this check box is cleared, the transaction is created with the Balanced status.
This check box appears on the form only if Project Transactions is selected in the Generated Billing Documents box.
Automatically Release Issues A check box that indicates (if selected) that the system releases the issue when it is created. If this check box is cleared, the issue is created with the Balanced status.
This check box is shown only if Project Transactions is selected in the Generated Billing Documents box. This check box is selected and unavailable for editing if Cost as Cost is selected in the Billing Type column.
Bill Only Closed Appointments A check box that indicates (if selected) that a billing document can be created only if the appointment of the service order type has the Closed status.

Integrating with Time & Expenses Section

In this section, you can specify the settings that control tracking of time activities of staff members in the system. This section appears only if the Enable Time & Expenses Integration check box is selected on the Service Management Preferences (FS100100) form. This section does not appear on the form for service order types with the Quote behavior.

Element Description
Require Time Approval to Close/Bill Appointments A check box that indicates (if selected):
  • If the Bill Only Closed Appointments check box is selected on the current form for the selected service order type, for appointments of the Completed status of the service order type, the approval (by an appropriate person) of the actual time of the appointment is needed to close it.
  • If the Bill Only Closed Appointments check box is cleared on the current form for the selected service order type, for appointments of the Completed status of the service order type, the approval (by an appropriate person) of the actual time of the appointment is needed to run billing for it.
Automatically Create Time Activities from Appointments A check box that indicates (if selected) that the time activities are automatically created for staff members on the Employee Time Activities (EP307000) form when appointment is completed on the Appointments (FS300200) form.
Default Earning Type The default earning type to be used for the hours spent performing the appointments. It is used in time activities created for staff members of this service order type. In any appointment of this service order type, the default earning type can be overridden for every service performed.
You can also define an earning type for each service on the Non-Stock Items (IN202000) form, in the Field Service Defaults section of the Price/Cost tab. This setting would have a higher priority than the default earning type of the service order type.

Back to TopTime Behavior Tab

You use this tab to specify the settings related to the display of the times related to appointments of the selected service order type. Also, in this section you can configure the system to automatically change the statuses of particular lines of an appointment of this service order type, depending on the current status of the lines, when the appointment is started or completed.

Appointment Starting Settings Section

In this section, you can configure the system to perform particular actions when a user clicks Start on the form toolbar on the Appointments (FS300200) form for an appointment of this service order type.

Element Description
Set Start Time in Appointment A check box that indicates (if selected) that when an appointment of the selected service order type is started, the current business time is inserted in the Actual Start Time box in the Actual Date and Time section on the Settings tab of the Appointments form.
Set Not Started Items as In Process A check box that indicates (if selected) that when an appointment of the selected service order type is started, on the Details tab of the Appointments form, the system changes the status of the appointment lines with the Not Started status to In Process.
Start Logging for Unassigned Staff A check box that indicates (if selected) that when an appointment of the selected service order type is started, on the Log tab of the Appointments form, the system creates log lines for staff members that are assigned to the appointment but are not assigned to any service.
Start Logging for Services and Assigned Staff (If Any) A check box that indicates (if selected) that when an appointment of the selected service order type is started, the system starts the included services, and on the Log tab of the Appointments form, the system creates log lines for the services and for any assigned staff members.

Appointment Completion Settings Section

In this section, you can configure the system to perform particular actions when a user clicks Complete on the form toolbar on the Appointments (FS300200) form for an appointment of the selected service order type.

Element Description
Set End Time in Appointment A check box that indicates (if selected) that when an appointment of the selected service order type is completed, the current business time is inserted in the Actual End Time box in the Actual Date and Time section on the Settings tab of the Appointments form.
Status to Set for In Process Items On completion of an appointment of the selected service order type, the new status the system will insert for each line of the appointment that previously had the In Process status on the Details tab of the Appointments form. You can select one of the following options:
  • Not Finished.
  • Completed (default).
  • In Process. With this option selected,when a user attempts to complete an appointment of the service order type and any line has the In Process status, the system does not change the status of the line, and it does not allow completion of the appointment To complete the appointment, the user has to change the status of the line before clicking Complete on the form toolbar.
When the user completes an appointment, the system sets the time of appointment completion to the End Time column of the Log tab on the Appointments form for lines that are affected by this setting.
Status to Set for Not Started Items On completion of an appointment of the selected service order type, the new status the system will insert for each line of the appointment that previously had the Not Started status. You can select one of the following options:
  • Not Performed.
  • Completed (default).
  • Not Started. With this option selected,when a user attempts to complete an appointment of the service order type and any line has the Not Started status, the system does not change the status of the line, and it does not allow completion of the appointment To complete the appointment, the user has to change the status of the line before clicking Complete on the form toolbar.
When the user completes an appointment, the system sets the time of appointment completion to the End Time column of the Log tab on the Appointments form for lines that are affected by this setting.

Other Settings Section

In this section, you can configure the system to perform particular actions when a user clicks Complete on the form toolbar on the Appointments (FS300200) form for an appointment of the selected service order type.

Element Description
Update Log Start Time When Appointment Start Time is Updated A check box that indicates (if selected) that for an appointment of the selected service order type, when you modify the value in the Actual Start Time box in the Actual Date and Time section on the Settings tab of the Appointments form, the system updates the Start Time on the Log tab for all log lines.
Update Log End Time When Appointment End Time is Updated A check box that indicates (if selected) that for an appointment of the selected service order type, when you modify the value in the Actual End Time box in the Actual Date and Time section on the Settings tab of the Appointments form, the system updates the End Time in the log lines in the In Process status on the Log tab.
Manually Manage Time A check box that (if selected) makes the Manage Time Manually column available for an appointment of the selected service order type on the Log tab of the Appointments form.
Update Appointment Time Based on Logged Time A check box that indicates (if selected) that for an appointment of the service order type, if the Handle Manually check box is cleared on the Settings tab, the system updates the value in the Actual Start Time box on the Settings tab of the Appointments form with the earliest time specified in the Start Time column on the Log tab. Also, the system updates the value in the Actual End Time box on the Settings tab with the latest time specified in the End Time column on the Log tab.
Require Service Logs on Appointment Completion A check box that indicates (if selected) that you can complete an appointment of the selected service order type only if at least one log line has been created on the Log tab for each service that has been added to this appointment on the Details tab of the Appointments (FS300200) form.

Back to TopQuick Processing Tab

You use this tab to configure how the system should quickly process the service orders or appointments of this service order type. The settings on this tab are the default settings, but they can be overridden for a particular service order or appointment of the type before a user quickly processes it.

The tab appears if the Allow Quick Process check box is selected on the General tab ( Billing Settings section) of the current form.

Appointment Actions Section

In this section, you specify the operations to be performed during the quick processing of appointments of this service order type.

These settings are copied to the Process Appointment dialog box on the Appointments (FS300200) form when a user clicks Quick Process on the form toolbar. In this dialog box, the user can modify these default settings for the quick processing of a particular appointment of this service order type.

Element Description
Close A check box that indicates that when quick processing is run for an appointment of this service order type, the system closes the appointment.
The check box is selected by the system and read-only.
Email Signed Appointment A check box that indicates (if selected) that when quick processing is run for an appointment of this service order type, the system sends an email to the customer with the Appointment (FS642000) report and the customer's embedded signature.
Run Billing A check box that indicates (if selected) that when quick processing is run for an appointment of this service order type, the system generates for the appointment a document of the type specified in the Billing Settings section of the General tab.

Service Order Actions Section

In this section, you specify the operations to be performed during the quick processing of service orders of this service order type.

These settings are copied to the Process Service Order dialog box on the Service Orders (FS300100) form when a user clicks Quick Process on the form toolbar. In this dialog box, the user can modify these default settings for the quick processing of a particular service order of this type.

Element Description
Allow Billing A check box that indicates that when quick processing is run for a service order of this service order type, the system allows the generation of a billing document for the service order.
The check box is selected by the system and read-only.
Complete A check box that indicates (if selected) that when quick processing is run for a service order of this service order type, the system completes the service order.
Close A check box that indicates (if selected) that when quick processing is run for a service order of this service order type, the system closes the service order.
Run Billing A check box that indicates (if selected) that when quick processing is run for a service order of this type, the system generates for the service order a billing document as specified in the Billing Settings section of the General tab.

Sales Order Actions Section

In this section, you specify the operations to be performed during the quick processing of service orders and appointments of this service order type. The options in this section relate to the sales orders that may be (based on your invoice generation settings) generated as a first step of billing; invoices can be generated for the sales orders during quick processing or at a later time.

The section appears on the form only if the Sales Orders option is selected in the Generated Billing Documents box on the General tab of the form.

Element Description
Prepare Invoice A check box that indicates (if selected) that when quick processing is run for a service order or appointment of this type, the system creates a SO invoice for the generated sales order.
This check box appears on the form only if the Use Sales Order Quick Processing check box is cleared. This check box is available if the Run Billing check box is selected in the Appointment Actions or Service Order Actions section or in both sections.
Use Sales Order Quick Processing A check box that indicates (if selected) that when quick processing is run for a service order or appointment of this service order type, the system processes the generated sales order by using the quick processing settings specified for the order type on the Order Types (SO201000) form.
This check box appears on the form only if the Allow Quick Process check box is selected on the Order Types (SO201000) form for the order type selected in the Order Type for Billing box on the General tab of this form.
The Use Sales Order Quick Processing check box is available if the Run Billing check box is selected in the Appointment Actions or Service Order Actions section or in both sections, and the Prepare Invoice check box is cleared in the current section.
Email Sales Order/Quote A check box that indicates (if selected) that when quick processing is run for a service order or appointment of this type, the system sends an email to the customer with the generated sales order.
This check box is available if the Run Billing check box is selected in the Appointment Actions or Service Order Actions section (or in both sections).

Invoice Actions Section

In this section, you specify the operations to be performed during the quick processing of service orders and appointments of this service order type. The options in this section relate to SO invoices.

This section appears on the form only if one of the following conditions is met:

  • On the General tab of this form, the SO Invoices option is selected in the Generated Billing Documents box.
  • All of the following subconditions are met:
    • On the General tab of this form, the Sales Orders option is selected in the Generated Billing Documents box.
    • On the General tab, an order type based on the IN order template is selected in the Order Type for Billing box.
    • In the Sales Order Actions section of this tab, the Use Sales Order Quick Processing check box is cleared.
    • In the Sales Order Actions section of this tab, the Prepare Invoice check box is selected.
Column Description
Release Invoice A check box that indicates (if selected) that when quick processing is run for a service order or appointment of this service order type, the system releases the generated invoice.
Email Invoice A check box that indicates (if selected) that when quick processing is run for a service order or appointment of this service order type, the system sends an email to the customer with the generated invoice.

Back to TopProblem Codes Tab

On this tab, you can list and view the problems that can be addressed when the services of the selected type are performed. The problem codes are defined on the Problem Codes (FS201200) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Problem ID The identifier of the problem.
Description A description of the problem.

Back to TopAttributes Tab

On this tab, you can add, view, and modify the attributes to be listed (if they are active) for service orders and appointments of this service order type on the Attributes tab of the Service Orders (FS300100) and Appointments (FS300200) forms, respectively. The system also copies the active attributes on this tab to the service contract schedules of this service order type on the Attributes tab of the Service Contract Schedules (FS305100) and Route Service Contract Schedules (FS305600) forms.

On this tab, you can deactivate the attribute and then delete it by using the Delete Row button on the table toolbar. In this case, the attribute will be permanently deleted from the service order type, and all attribute values will be deleted from the database.

For an attribute to be added on this tab, it must first be defined in the system on the Attributes (CS205000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Active A check box that indicates (if selected) that the attribute is applied to all service orders, appointments, and service contract schedules of the selected service order type.You can deactivate an obsolete attribute by clearing this check box. The attribute will no longer appear on service documents or schedules, but any previously entered values will remain in the database. If you later reactivate the attribute, its values will be visible again.
Attribute ID The name of the attribute, which serves as its identifier. You can select an attribute from the list of existing attributes defined on the Attributes (CS205000) form.
Description The description of the attribute, copied from the Attributes (CS205000) form. This value is read-only and cannot be edited here.
Sort Order A numeric value that determines the display order of the attribute in the list of attributes.
Required A check box that indicates (if selected) that a value must be specified for the attribute on all service orders, appointments, and service schedules of the selected type.
Internal A check box that indicates (if selected) that the attribute is not available for portal users. This setting is copied from the Attributes (CS205000) form and cannot be edited.
Control Type The type of input control used for the attribute, such as Text, Combo, Multi Select Combo, Lookup, Checkbox, or Datetime. This value has been specified for the attribute on the Attributes (CS205000) form and cannot be changed.
Default Value The default value for the attribute. You can leave this field blank or specify a default value to be automatically inserted for the attribute.

Back to TopMailing & Printing Tab

The Mailing & Printing tab contains the list of the mailings for the appointments associated with the service order type. By default, the rows of the tables are copied from the Mailing & Printing tab of the Service Management Preferences (FS100100) form. Mailings are used to send notifications about an appointment to the scheduled staff members, the customer contacts, or the staff members of the appointment's service area. The mailing settings specified here are used as the default values for mailing settings of service order types. Emails for active mailings are sent when you invoke the action specific to the mailing. These emails can contain details on service orders, appointments, the equipment of the service, and other information.

The tab includes the Mailings table, with the list of mailings, and the Recipients table, with the list of recipient types.

Mailings Table

By using the Mailing table, you can create a list of active mailings for the service order type. You can select a report or an email template (notification template) to be used as the body of the emails generated for the mailing.

Column Description
Active A check box that indicates (if selected) that this mailing is active. Only active mailings can be used.
Mailing ID The unique identifier of the mailing. The following mailings are predefined to inform users and external contacts about the noted events:
  • NOTIFY CUSTOMER: To notify the customer contacts about the settings of an appointment
  • NOTIFY SERVICE AREA STAFF: To notify all the staff members of the appointment’s service area, so you can check for availability
  • NOTIFY SIGNED APPOINTMENT: To notify the customer that the appointment is signed
  • NOTIFY STAFF: To notify the staff members scheduled for the appointment about its settings
After you select the mailing ID from the list of available mailing IDs, you cannot change it. The list of available IDs consists of those in the Mailings table on the Service Management Preferences (FS100100) form.
Branch Read-only. The branch for which this mailing is defined.If you select a mailing ID for which a branch is specified on the Service Management Preferences (FS100100) form, the system inserts this branch in the column.
Email Account The system email account to be used by default for the mailing. If no account is specified in this box, the default system account is used.
Report The identifier of the report, such as Service Order (FS641000) or Appointment (FS642000), to be used as the email's body (if a report is used for this mailing). Select the report from the list.
Email Template The email template to be used to generate the body of the email (if an email template is used for this mailing).
For each mailing, you can use only one of the options as the body of the email: a report or a notification template (email template).
Format The format in which the report (if applicable) is sent by default if a recipient has no other preferences. Select one of the following options: Text, HTML, Excel, or PDF.
Recipients The way the system specifies recipients in the generated email. The following options are available:
  • Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Recipients table on this tab. The Recipients table is populated with the values from the Recipients table on the Mailing Settings tab of the Service Management Preferences (FS100100) form, and you can add any number of extra recipients to the table.
  • Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

Recipients Table

You use this table to create and modify the list of default recipient types for the mailing selected in the Default Sources area.

Column Description
Active A check box that indicates (if selected) that this contact or contact type is active. Only active recipients receive the emails.
Contact Type The type of contact to receive emails generated for the mailing. Select one of the following:
  • Billing: The contact of the customer listed on the Financial tab of the Service Orders (FS300100) or Appointments (FS300200) form.
  • Employee: An employee of your company who handles service management, which you specify in the Contact ID column of this table.
  • Customer: The contact of the customer listed on the Settings tab of the Service Orders (FS300100) or Appointments (FS300200) form.
  • Staff Members: A staff member who handles service management, which you specify on the Staff tab of the Service Orders (FS300100) or Appointments (FS300200) form.
  • Service Area Staff: A staff member of the appointment’s service area.
  • Salesperson: The salesperson assigned to the appointment in the Salesperson box, which is on the Financial tab of the Appointments form.
    • You have to associate a salesperson account with an employee account in the Salesperson box, which is in the Employee Settings section on the General Info tab of the Employees (EP203000) form. Emails will be sent to the email address of the employee. The email address has to be defined in the Email box, which is in the Contact Info section of the General Info tab.
Contact ID The identifier of the recipient. A particular recipient can be selected only if Employee was specified as the Contact Type. This employee receives all the emails generated for the selected mailing.
Format The format in which the report (if applicable) is sent. Select one of the following options: Text, HTML, Excel, or PDF.
Add To The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.