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.

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

4. Select the Search Inventory module.

5. 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.

6. 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.

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

• 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.