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Internal Service Orders missing from Services Calendar Board


kyoung14
Varsity I
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We are researching the option to use the Services Module for our internal facilities team to use for managing repairs/services needed for the company.  There will be no billing in this case so I created “Internal” Service Order Type which then does not require Customer.  While I can create a Service Order, they do not appear on the Service orders tab on the Calendar Board.  I ran SQL Profiler on my local instance and it appears part of the WHERE clause for populating this tab is the Business Account must be something (not blank or NULL) as it is doing an inner join to BAccount table.  Anyone know if this is by deign that Internal Service orders are excluded or is this maybe an oversight?  Appointments show up but there are some reasons why I’d rather initiate with Service Order.

Best answer by spatel79

Hi! I hope this helps! 

https://youtu.be/pV9FYvIpS0U

 

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  • Freshman III
  • 3 replies
  • Answer
  • March 15, 2024

Hi! I hope this helps! 

https://youtu.be/pV9FYvIpS0U

 


kyoung14
Varsity I
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  • Varsity I
  • 43 replies
  • March 15, 2024

Thanks for the response.  I’ve thought about that approach you laid out in your video too.  Still evaluating other software for this purpose so we will see where this ends up.

 

Thanks again though!


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