R2 Core
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Open Order from the Left-Hand Side Panel of the Equipment Usage View window

Reference No: R2-3712

Version No: 06.00.04-00

Details

Support has been provided for opening the following types of Orders excluding Purchase Order from the left-hand side panel of the Equipment Usage View window.

  • Reservation

  • Quote

  • Hold

  • Sale Order

  • Billing Order

  • Operational Order

  • Service Work Order

  • Transfer Order

The functionality is explained in the below Sample Work Flow:  

Prerequisites

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL TUNER] and receive 10 Qty.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module. Tag a Company [JBL] and create an Order [ORD-69].

  2. Search and add the Serial Item [JBL TUNER] with [1] Qty and Unit Price [100.00], as shown in Figure 1.0.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/ORD69R23712.png
Figure 1.0 Order [ORD-69] with the Serial Item [JBL TUNER]

 

  1. Save and Exit the Order [ORD-69].

  2. Select the Search Inventory module.

  3. Search for the Item [JBL TUNER] and click the Equipment Usage View icon. The Equipment Usage View window is displayed, as shown in Figure 1.1.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/EUVR23712.png
Figure 1.1 Equipment Usage View window for the Item [JBL TUNER]

  1. Double-click the left-hand side of the Equipment Usage View window. The system displays a prompt with the message "Do you want to create a new version" with Yes, No, and Cancel buttons, as shown in Figure 1.2.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/EUVRLHSDoubleClickPrompt23712.png
Figure 1.2 Equipment Usage View window > left-hand side Panel > Double-click > Prompt displayed

  1. Click No. The system opens the Order [ORD-69] in read-write mode, as shown in Figure 1.3.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/ORD69ReadOnlyR23712.png
Figure 1.3 Order [ORD-69] in read-write mode

  • The above feature is supported only for Equipment Usage View and not for Asset Usage View and Asset Projection View.

  • The Order can be opened from the Equipment Usage View left-hand side in read-write mode, only when accessed from the Search Inventory window > Equipment Usage View icon > Equipment Usage View window.  The Order cannot be opened from the Equipment Usage View left-hand side when accessed from the Order > Item line > right-click > Equipment Usage View option > Equipment Usage View window.