You can create service orders manually by using a service agreement or by using the form. You can also create a service order from a project.

Create a service order manually from the service agreement

  1. Click > Common Forms> to open the form.

  2. Select a service agreement or create a new service agreement.

  3. Click > to open the form.

  4. Press Ctrl+N to create a new service order. The field on the tab is populated with the service agreement from which you opened the form.

  5. Create the service order lines for the service order.

Create a service order manually in the Service orders form

  1. Click > Common Forms> .

  2. Press Ctrl+N to create a new service order.

  3. Create service order lines for the service order.

Note Note

If the check box in the form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

Create a service order from Project

  1. Click > Common Forms> .

  2. In the form, click > .

  3. Follow the procedure to create a service order manually in the Service orders form. The field is populated with the project reference.

Note Note

If the check box in the form is selected, you can post the transactions from the service order lines without attaching the service order to a service agreement. If the check box is cleared, you must attach the manually created service order to a project before posting the service order lines.

See Also