You use the Services subtab on the Plans tab to view services and add line types of Service or Standard Service (STD SERVICE) to the work plan. Standard services are services such as grounds maintenance, janitorial services, or freight, for which your company may maintain a vendor catalog.
If the work order was generated from a PM with a job plan, or if the work order was created with a job plan, the system copies the services and all related information from the job plan to the Services subtab.
You can plan services in either of the following ways:
Display the work order for which you want to plan standard services.
On the Plans tab, click the Standard Services subtab.
Click Select Standard Services to open the Select Standard Services dialog box.
To narrow your search, click Filter.
To select a service, select the Select Row check box. You can select more than one service.
Note: To select all records displayed in the Services Items table window, select the Select All Records check box in the table header.
To return with the selected values, click OK. Each service you selected creates a new row in the Services table window.
To return to the record without selecting a service, click Cancel.
If appropriate,
you can edit the services' details. To make changes, click View Details
for the service and edit such fields as Task,
Quantity, Line
Cost, and Unit Cost as
needed.
Click Save Work Order .
Display the work order for which you want to plan services.
On the Services subtab, click New Row. The Row Details open.
In the Line Type field, select either Service or Standard Service from the drop-down list.
To plan a service for a specific task, enter a value or click Select Value in the Task ID field to select a value.
In the Service field, enter a service code or click the Detail Menu to choose an option to select a value.
Enter information in remaining fields as needed.
Click Save Work Order .