Print an In-Home Work Order

(In-Home Work Order)

Access

Use this process to print scheduled, open in-home service orders. Work orders that were not printed during service order creation may be printed, as well as re-prints of orders previously printed. The printed document includes the brand of each product being serviced. Service parts will be picked (assigned ) as part of the document print process.  

 The program excludes closed service lines (if any) from the work order document print process.

Service Order NumberThis field is used to indicate the service order number(s) to be printed. Work order documents may be printed for a single service order, All service orders, or multiple service orders. Enter a single service order number or click the Search button to access a menu of inquiry screens that can be used to locate the service order number(s) wanted. You may leave the field blank for All service orders, or click the Action button and select multiple service orders, using the Multiple Order Selection window. The order(s) entered here must be scheduled In-Home service orders.

Service LocationEnter (or select from the drop-down list) a valid service location code. Work orders to be printed must have been entered at this location.

Include ReprintsCheck the box at this field to include reprints of service orders previously printed, in addition to printing orders that were not previously printed.

CoordinatorSelect a specific coordinator from the drop-down list to print service (work) orders only for that coordinator, or leave the field blank to print orders for all coordinators.

Route CodeSelect a specific service route from the drop-down list to print service (work) orders only for that route, or leave the field blank to print orders for all service routes.

Date CodeSelect either CUS (Custom Date) to enter a specific  scheduled service date range (Start and End Date fields), or select a predetermined Date Code, which will cause the Start and End Dates to fill in automatically. Valid Date Codes at this field are: CUS (Custom Date), TDAY (Today), and TMRW (Tomorrow).

Start Date, End DateIf CUS (Custom Dates) was selected in the Date Code field, enter the starting and ending scheduled service dates to print orders for a date range. Leave these fields blank to use the Earliest and Latest scheduled service dates. If a Date Code other than CUS was entered, these fields will automatically fill in and will not be available for change.

Document by TechnicianCheck the box at this field if separate work orders are to be printed for each service technician on the service order. All service lines for a single technician will be printed on a single work order. If this field is not checked, a separate work order will be printed for each service order and service lines will be sorted by technician.

Primary Sort, Secondary SortSelect the first (mandatory) and second (optional) sorting criteria. Valid options are R = Route, C = Customer, O = Coordinator, and S = Scheduled Date.

Once all prompts are complete, click the Run button at the bottom of the screen to print the work orders.