Press F5 to open the Service Order List window. Select the
relevant document and click OK
to open the Service Order
window containing the selected document.
Select the service item line corresponding to the service task
you want to allocate a resource to and click Line, Resource
Allocations. The Resource
Allocations window appears.
In the Resource Allocations
window, select an allocation entry with the service task you want
to reallocate the resource to. In the Resource No. field, click the AssistButton
to open the Resource List window. Select the relevant
resource and click OK to copy the resource number to the
field. It overwrites the resource number already in the field.
Press Enter. A dialog box appears, asking
whether you want to reallocate this entry. Fill in the Reason Code field if
appropriate and click OK to confirm the reallocation.
Fill in the Allocation
Date and Allocated
Hours fields. The entry now
contains the new resource and its status isActive.
Note
The old entry still exists but the program
updates its status in the following ways:
If service was started while the allocation
was Active
(that is, if the repair status of the service item in the entry was
changed to In Process),
the program changes the allocation status from Reallocation Needed to
Finished.
If service was not started while the
allocation was Active, the program changes the
allocation status from Reallocation Needed to Canceled.
If you are reallocating a service order that
you have converted from a quote, the program always changes the
status of the allocation entries registered for the quote to
Finished
when you reallocate the service items in the service order.
Repeat steps 3 to 6 for each service task you want to
reallocate.
For Help about a specific field, click the field and press
F1.
Service Order
window.
to open the Resource List window. Select the relevant
resource and click OK to copy the resource number to the
field. It overwrites the resource number already in the field.