Scheduling Field Service Orders

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Scheduling Field Service Orders

Once an invoice has been created in MDS and saved as a field service order, it needs to be assigned to a field service employee on the Wide Warehouse Scheduler - Field Service tab, with the job date and start and end times entered. The order will not be downloaded to a PDA until it has been both assigned and scheduled.

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.

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 which is Paperless Queue for all newly created orders. You can't change the job status on this screen.

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.

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

The next time the user in the Assigned To field synchronises their PDA, the order will be downloaded to that PDA along with all item lines and text lines. The status of the order will change from Scheduled to On PDA.