SRO & PROCESS
This process is used to generate recurring maintenance work
What is Contract SRO Generation Utility?
This report is used to generate a proforma (acknowledgement) and identify what is ready to invoice
What is OTBIR (Orders To Be Invoiced Report)?
This option is used when customers want full transparency of all work completed
What is Include Transaction Details (Default view)?
You can continue using CSD for service orders after ISM transition
What is FALSE?
You try to bill, but the SRO is still in “WIP” working status
What is working status not updated to Billing?
This type of SRO is best used for one-time or non-recurring work
What is Quick SRO Create?
This action must be completed for an SRO transaction lines to appear on OTBIR
What is Posting?
This option prints notes entered at the SRO header level
What is Print SRO Notes?
Output selection impacts what the customer sees
What is TRUE?
SRO is ready, transaction lines are posted but not showing on OTBIR
What is operation status: Open?
This must align with the scheduled appointment date
What is SRO Start Date?
This form is used to submit SROs for billing or cancellation
What is ISM SRO Invoicing & Cancellation Form?
This should be reviewed before printing to avoid rework
What is OTBIR / output requirements?
Posting SRO transaction confirms it is ready to appear on OTBIR
What is TRUE?
Creating service orders here is incorrect (except parts only)
What is CSD?
This should be reviewed first to avoid creating duplicate records for history tracking
What is existing units/contracts?
Changing values after this may trigger a hold again
What is un-posting?
This output option is used when you want to show a line subtotal but hide all transaction-level details
What is Include Line Subtotal, Hide Transaction Details?
An SRO can be billed even if it is still in “Confirmed” appointment status
What is FALSE?
This SRO issue occurs when an operation is added but no work is performed against it
What is unused SRO operations?
Creating multiple SROs for the same work without checking first leads to this issue
What is duplicate SROs?
Delays in billing have the biggest impact during this period
What is month-end?
This output approach is used when multiple technicians perform the same work for a discipline (e.g., 371) and you want it grouped into a single summarized line
What is Summarized Labor Work?
Incomplete information on an SRO may delay billing
What is TRUE?
Misc and SRO calendar appointments not removed from tech queue after completion date
What is checked completed and closed in queue scheduling/calendar scheduling?