This tool splits to an existing work order if a service is not complete and allows a child account to be created. The child account will be assigned the rest of the Service and a Work Order can be created. Parent order must be posted and billed before a child WO can be created.
Split Orders
Click the two half circle icon to open the Split Service Record tool. Select Scheduled Date, Order Type, Route, and add Order Notes. Then Process the split.
Once the Split has been processed a number will appear below the Split icon. Click the number to open the Split Orders List. Then select the child split you would like to view to open the Edit Service Record for the child.
To get back to the parent you must select the back button below the split icon.
Pathway: Operations > DispatchA new Split Order feature has been added to Service Records in Dispatch. Split Orders are manually created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing that task requires a new work order to be created. Split orders act the same as the work order they are split from and can be used to schedule and record servicing details. However, a split order can not be posted unless the parent work order is in either a billed or posted status.
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Review the articles linked at the bottom for additional information on Split Order setup and use. |
Split Orders
Create a Split Order: A Split Order icon displays at the top of the Service Record. Selecting this will open the ‘Split Service Record’ popup to create and process a split.
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Parent Work Order: After a Split has been processed, a number ‘1' will display for the original 'parent’ work order. Click on the number icon to open the Split Order linked to it.
Child ‘Split’ Order: When viewing the Split Order (child) the Back icon displays below the Split Order icon. Select ‘Back’ to return to the parent work order.
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Pathway: Operations > Dispatch > Services List > Service Record
Articles: Create A Split Order; Split Order Setup