Assigning and Scheduling a Field Service Order

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Assigning and Scheduling a Field Service Order

Once an invoice has been created in MDS and saved as a field service order, it waits on the Wide Warehouse Scheduler - Field Service tab in a status of Paperless Queue until it is assigned to a field service employee and scheduled. Once a field service order has been assigned and scheduled (i.e. the job date and start and end times have been entered), the status of the order changes to Scheduled. The next time the assigned employee synchronises their PDA to Micronet, the order is downloaded to that PDA along with all item lines and text lines. The status of the order then changes from Scheduled to On PDA.

Follow this procedure to assign a field service order to an employee and to schedule the order.

To assign and schedule field service orders:

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.

For more information about the fields on this tab, refer to "View or Changing the Status of a Field Service Order".

Double click on the field service order you want to assign, or select an order and press Enter.

Micronet displays the Edit Field Service Details screen.

Complete the following fields:

	Field	Value
	Job Number	Micronet displays 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".
	Debtor	Micronet displays the debtor ID for the order.
	Job Description	Enter a description of the job or the type of order. You can change this if required.
	Assigned To	Enter the ID of the field service employee you want to assign this order to. You can also press spacebar then Enter to select from a list of employees. The order will be downloaded to this employee's PDA the next time they synchronise with Micronet. You can change the employee the order is assigned to by deleting the employee ID displayed and entering the ID of another employee. Leave this field blank if you don't want the job downloaded to a PDA yet.
	Date	Enter or select the date the employee should perform this job. You can change the date if required.
	Start Time	Enter the job start time. You can change the start time if required.
	End Time	Enter the job end time. You can change the end time if required.

Field Service Status

Micronet displays the status of the field service order. You can only change the status on the Wide Warehouse Scheduler - Field Service tab (refer to "View or Changing the Status of a Field Service Order"). Options are:

Paperless Queue - the order is waiting to be assigned to an employee and scheduled
Scheduled - the order has been assigned to the field service employee selected in the Assigned To field. Micronet will download the order to the PDA the next time the PDA user synchronises 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.

When you have finished entering the assignment details, select the Accept button.

Micronet displays a message that the job has been scheduled.

Select the OK button.

Micronet redisplays the Wide Warehouse Scheduler - Field Service tab showing the Status of the order as Scheduled.

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.