View or Changing the Status of a Field Service Order

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View or Changing the Status of a Field Service Order

Every field service order in Micronet has a status which tells you how far the order has progressed. The status of field service orders changes automatically when they are downloaded to PDAs and then completed and posted back to Micronet.

You can view the status of a field service order using the Wide Warehouse Scheduler - Field Service tab. You can also use this tab to manually change the status of an order.

Field service orders can have the following statuses:

Paperless Queue - the order is waiting to be assigned to an employee and scheduled.
Scheduled - the order has been assigned to a field service employee and scheduled. Micronet will download the order next time the assigned employee synchronises their PDA with Micronet.
On PDA - In Progress - the order has been downloaded to the field service employee's PDA and is currently in progress.
On PDA - Completed - the order has been completed on the field service employee's PDA and is waiting to be processed by Data.Connect and returned to Micronet.
Completed - the order has been completed, processed by Data.Connect, returned to Micronet, and is ready to be invoiced.

Warning

Field service orders progress through each of these statuses automatically. You should only change an order's status manually when there has been a data processing error. If you reset an order's status back to Paperless Queue or Scheduled, you will lose any changes that have already been made to that order on the PDA or in Micronet.

To view or change the status of a field service order:

Open the Wide Warehouse Scheduler screen.

Refer to "Displaying the Wide Warehouse Scheduler".

Select the 7. Field Service tab.

Micronet displays the Wide Warehouse Scheduler - Field Service tab showing all field service orders created in MDS.

This tab displays the following information:

	Field	Value
	Action	Any action performed on a field service order through the Wide Warehouse Scheduler that has not yet been processed, e.g. a change to the order status. When you process the action by following the steps below, this reverts to No Action.
	Date	The scheduled date for the field service order if set. To schedule an order or to change an order's scheduled date or times, refer to "Assigning and Scheduling a Field Service Order".
	Time	The scheduled start time for the field service job if set.
	Job No	The field service order number which is a combination of the field service prefix entered in the Warehouse master file and the last held invoice number. For information on how these numbers are assigned, refer to "File - Warehouse - Warehouse".
	Name	The name of the customer the order is for.
	Address 1	The first line of the customer's address.
	Address 2	The second line of the customer's address.
	Des	The job description if entered.
	Employee	The ID of the employee the job has been assigned to if set. To assign an order to an employee or to change the employee to whom an order is assigned, refer to "Assigning and Scheduling a Field Service Order".
	Status	The status of the picking slip as listed above.

Technical Tip

This screen is not automatically updated. It is a good idea to select FILE | REFRESH every now and then to ensure you are viewing the most recent data.

If you want to change the status of:

a single field service order, select that order
more than one field service order, use the Shift key to select several orders in a row, or use the Ctrl key to select several orders that are not sequential.

Select EDIT SCHEDULE then select one of the following statuses:

SET SELECTED TO PAPERLESS QUEUE - set the order's status back to Paperless Queue and reset all the assignment and scheduling details to those it was created with
SET SELECTED TO COMPLETED - set the slip's status to Completed, e.g. if the order has been completed on the PDA but there has been a data processing error so the status has failed to update in Micronet.

Note that the Action field has now changed to the status you selected.

To process the status change(s), select FILE | PROCESS.

Micronet processes your changes and then redisplays the Wide Warehouse Scheduler - Field Service tab. Note that the Action field now displays No Action again and that the Status field has been updated.