Service Order Query

The Service Order Query screen allows you to search for and view Service Orders in M5.

 

You can filter on a variety of selection criteria including: Location, Vendor, Status, Service Order Number, Service Code, Reserve Code, and PO Open Date Range.

 

When you have finished entering your criteria, click the Retrieve button to display the results. Record that match your criteria will display on the i-frame below.

 

Each record will display the Location, Service Order Number (which is a hyperlink that can be used to launch the Service Order screen), Service PO Amount, Status, Buyer, Vendor, and PO Ref.

 

To run a new query, click the Clear button to clear the results and selection criteria. Enter new criteria and click Retrieve again to display the new results.

System Flags

2031 - Use Auto-generate P.O. number? (N - No, Y - Yes, R - Restricted) - If the flag is set to "Y" then M5 will always generate a NEW PO. If the flag is set to "N" then the user MUST provide a PO #. If the flag is set to "R" then M5 will use auto-generated PO on Part Purchase Order and Service Order frame, but prevent auto-generation of PO’s on work order main, commercial work order entry, part issue and work order express. Applies to service orders.

 

5115 - Use Receive All Functionality from Part Receive? (Y/N) - When set to "Y", a button labeled "Receive All" will display from the Parts Receive screen only from System PO's and Transfer Tickets. This button will auto populate all quantity received fields with the remaining quantity for each open line item. When set to "N" this functionality will be disabled. Applies to service orders.

 

5452 - Default Vendor on Service Requests - This value will be the default vendor for approved service requests. If a vendor is entered, ALL approved service requests will be assigned this number in the vendor column on the Commercial Request for Service Handling screen.

 

5453 - Auto Create PO and Receive Approved Service Requests? (Y/N) - If this flag is set to Y, the system will automatically create a service order and receipt with the vendor number entered as the default vendor for flag 5452 (above) upon approving the service request. The request will then be in READY status and able to be issued.

Role Privileges

APP OWN SVC REQUEST - Allows the user to approve their own commercial requests for service.

 

APPROVE SERVICE REQUEST - Allows the user to approve commercial requests for service.

 

Last Updated: 01/04/2019

 

 

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

 

Additional training and technical documents on this subject may be available in the Resource Files area.