Many service orders are initiated by customers through the Enterprise Portal. Before service orders can be dispatched, however, each of these service orders must be reviewed in the Web Service Order Detailsform in order to verify that they are valid and to determine which team or employee should handle each particular service order.

1. Click Service> Common Forms> to open the Web Service Order Detailsform.

2. Review the details of the service order request on the Overviewtab.

   Note
   If the request is invalid, click Edit> Deleteto cancel the service request.

3. On the Generaltab, review and make any necessary changes in the Identification, Customer relation, and Administrationareas, including the ID of technician to which the service order will be assigned.

4. On the Addresstab, verify or update the address that appears in the Service addressarea.

5. (Optional) Click the Repairbutton to review any attached repair lines that the customer may have created.

6. When you finish verifying the service order, click Transferto move the service order from the Web service orders list and into the Service ordersform.

Note
By default, the Service ordersform does not display any Web service orders that you have not transferred yet from the Web service orders list.