Editing Field Service Orders

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Editing Field Service Orders

You can change the assignment details of a field service order that has a status of Paperless Queue, Scheduled or On PDA - In Progress. Once an order has been completed on a PDA (with a status of On PDA – Completed), you can only change these details by first overriding the status.

Technical Tip

You can only delete a field service order via Invoice Creation (refer to "Invoice Creation - File - Delete").

To edit a field service order:

Select SALES | WIDE SCHEDULER.

Micronet displays the Wide Warehouse Scheduler screen - Picking Slips tab.

Select the 7. Field Service tab.

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

If you need to change the details of an order that has already been downloaded to a PDA, you must first change the status of the order. To change the status of:

a single order, select that order
more than one 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 Paperless Queue or Completed, depending on 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. You can now edit the assignment details if required.

Double click on the field service order you want to edit, 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.

Optionally, you can:

select the Checks button to view the answers the field service employee entered for any pre or post checks. You can edit a check result by double clicking a line.
select the Notes button to view any notes added to the job by the field service employee
select the Images button to view any images added to the job by the field service employee.

When you have finished maintaining the job assignment, select the Accept button.

If you removed the job assignment, Micronet displays a message that the job will be reassigned to the paperless queue.

Select Yes to save your changes or No if you don't want to.

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

Repeat the steps above to add or edit assignments for other field service orders if required.