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 > Dispatch