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Create a Split Order

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When a driver marks a stop with an exception AND includes an Exception Reason, the stop will display under the Exceptions column in Dispatch. In addition, the work order’s Work Status for a stop marked with an exception will update to match the WO New Status’ for the selected reason and display the Exception Reason.

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  1. Select the value from the Exceptions column to open the Services List.

  2. Select the Service Record you would like to create a split order from.

  3. Select Click on the Split Order icon from the top of the screen. Upon selection, the Split Service Record popup editor will display.

  4. Enter a Scheduled Date to schedule the service for.

  5. Select an Order Type from the drop down.

  6. Select a Route for the service to be added to.

  7. Enter any Order Notes for the driver.

  8. Click Process Split.

Parent/Child

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Records

Once a split order has been created, a parent/child relationship between the two records is formed. Because of this relationship, a split order can not be posted unless the parent work order is in a posted or billed status. Icons to navigate between the two records displays at the top of each work order.

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