Items grid

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ServiceWorkordersgrid2

The Items grid displays information from:

the Service Workorder grid above
from each workorder item in a Service Workorder such as the workorder item summary, status, priority, type and request date
from each workorder items selected unit (unit service type, unit serial and model)
and from outside service (RMA number, sent date, who shipped by, who sent to and, tracking number and ETA)

 

The Items grid is useful for:

 

create a new workorder
an overview of each workorder items status and priority
for a receiver/shipper to view information on items sent out for service (Outside Service sub-screen in a Service Workorder)
to view units that were/are selected for service
and to filter and sort columns to display specific records for printing a report that is related to its available columns

 

See also:

Service Workorder Items

Service Workorder Items - Unit

Service Workorder Items - Outside Service

Accessing data displayed in main grids

Filtering a grid

Using the Filter Drop List

Moving and sorting columns in a grid

Pinning a column

Setting what columns display in a grid

Create a new service workorder

Edit an existing service workorder

Listing all workorders for a specific client or unit

Printing from a grid