Using the Dispatch Board

You may often need to see the list of service orders and/or service quotes that meet certain requirements to be able to perform specific actions with them one by one. For example, you may need to allocate resources to service orders that belong to a specific customer.

To See an Overview of the Service Orders/Quotes:

  1. Open the Dispatch Board window.

  2. In the Document Filter field, select the type of the documents you want to see. There are three options: Order, Quote and All.

  3. If you want to get a list of documents that contain service tasks a certain resource/resource group is allocated to, fill in the Resource Filter and Resource Group Filter fields and press Enter.

  4. If you want to get a list of documents with a certain response date or response dates within a certain date period, fill in the Response Date Filter field and press Enter.

  5. If you want to get a list of documents with a specified allocation state/document status, fill in the Allocation Filter/Status Filter field and press Enter.

  6. If you want to get a list of documents that belong to a certain contract/customer/zone, fill in the Contract Filter/Customer Filter/Zone Filter field and press Enter.

  7. Select a certain line that corresponds to a relevant service order/service quote and click Dispatch Board, Show Document to open the Service Order/Service Quote window where you can work with the document as appropriate. To return back to the Dispatch Board window, press Esc in the Service Order/Service Quote window.

For Help about a specific field, click the field and press F1.

Related Topics:

Allocating Resources Using a Service Order

Allocating Resources Using Resource Availability

Allocating Resources Using Resource Group Availability

Allocating Resources to All Service Items in a Service Order

Allocation Status and Repair Status

Canceling Allocations

Reallocating Resources Using the Dispatch Board