Work Order Menu -> Work Orders -> auto-open after product entered -> W.O. Service Recommendations (Add check box enabled only)
This window is triggered after the non-bulk rental product has
been entered on the Work Order, if the Allow Service
Recommendations processing has been activated in the Divisional Work Order Parameters, and there are any
open service instruction details for this equipment in Service Recommendations.
It can also be accessed from the SERVICE REC button
on the Fast-Track Work Order Parts, and
Fast-Track Work Order Labor utilities.
Note: This button is disabled for service on sales products, customer products, and bulk rental products.
A list of Service Recommendations can be output to a spreadsheet using the W.O. Service Recommendations Report.
Leave the Add box unchecked if this service is still
pending, and should not be added to this Work Order.
Any remaining open recommendation details will display again the
next time the product is entered for service on a W.O.
Click OK to save the Add flags and exit the screen.
Service recommendation records cannot be added, changed or deleted
from this auto-generated window.
A separate Service Recommendations window can be accessed from the "Maintenance Scheduling Menu" menu to maintain these Repair/Service instructions for a non-bulk product, that can then be added to the W.O. when the selection window re-opens automatically with the Add to W.O. option.
The created Date & Time is captured when a record is
initially added to the 'W.O. Service Recommendations' for a product
to meet a reporting requirement for a Texada Analytics.
The Date & Time of the last modification is also captured.
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