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| 1. | Create a new workorder for the client Green, Frank |
| 2. | Enter text in the workorder item Summary column in the workorder item section of the service workorder Obtain Meter Reading just so we have some text there |
| 3. | Select the unit within this workorder item |
| 4. | You will now note that as soon as the unit is selected and you have tabbed off of it to confirm selection, that at the top of the workorder header is additional toolbar option- the Meter Reading toolbar option, but it is grayed out |
| 5. | This is because you can not enter a meter reading via a service workorder if the service workorder itself has not been saved. You need to save the workorder first. |
| 6. | Save the service workorder |
| 7. | Now you can select the Meter Reading toolbar option to open the Meter Reading grid |
| 8. | Select the  New… button on the toolbar within the Meter Reading grid to open the Meter Reading entry screen |
| 9. | Enter in the following fields: |
| a. | Description – i.e. possibly why entering or additional information |
| c. | Date of Reading – this will default to today’s date, but you can change it to correspond to when you actually took the reading |
| 10. | Click on the OK button to save and close the entry. |
| 11. | You will now see that the meter reading includes the service workorder automatically under the service workorder column. |
Once an entry has been saved to the Meter Reading grid it cannot be deleted or edited. If you made a mistake, enter in a new Meter Reading with the correct information and a note in the Meter Description field about this.
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