View Open Service Orders for a Salesperson

(Open Service Order By Salesperson)

Access

Tab When a routine is too large to fit on one screen, it is separated into one or more tabs, so called because they resemble the tabs on filing folders.s:  Details, General

Use this inquiry screen to view all open service orders for the selected salesperson.

 The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Type your expanding text here. SalespersonEnter the code of the salesperson whose open service orders you want to view. You can click the Search button to select a salesperson code from the list. Once you select a salesperson, the name and phone number display.

Details

Once the Salesperson code has been indicated, the grid lists open service orders for that salesperson. Displayed in the grid are the Order Number, Ord Date, Type, Coor (Coordinator), Stat (Status), and Product for each open service order listed. For additional detail, you may double-click an order line in the grid to view a copy of the original order. (The format of this inquiry screen is the same as the order entry screen, but without the ability to change information shown.)

General

The following fields of information display from the Create a User (Staff File ) screen on the General tab for the selected coordinator:

• User ID,

• User Name,

• Phone Address 1,

• Address 2,

• City/Town,

• State/Province, and

• Zip Code/Postal Code.