Operations - New Split Order Feature Available (14567)[Enhancement]

A 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.

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.

Open

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.

Open

Pathway: Operations > Dispatch > Services List > Service Record

Articles: Create A Split Order; Split Order Setup