The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are 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. 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.

Setup: Work Type

Pathway: Setup > Operations > Work Type

Create a ‘Work Type’ for each line of business a split order may be created in. In the image example below, a ‘Return Yard Box Only’ Work Type was created.

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Setup: Work Type Event Class

Pathway: Setup > Operations > Work Type Event Class

After adding Work Types, create a Work Type Event Class. It is important that when the Work Type Event Class is created, ‘Split Order’ is populated in the Event Type field.

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Create a Split Order Event Type

1. Select the Work Type from the upper grid to display the Work Type Event Class below.

2. From Work Type Event Class, select the green '+' icon.

3. Select ‘Split Order’ from the Event Type drop down.

4. Select the previously created Work Type from the Work Type drop down.

5. Enter a Note for internal referencing (optional).

Setup: Reason Code

Pathway: Setup > System > Reason Code

Review the Reason Codes created for Service Exceptions. If needed, add additional Reason Codes for the driver to select indicating the reason for a service exception.