Operations App is continuously updating and page layouts may differ. See here for other versions. |
Service types are used to group or filter order types available for an order during order entry. Service types are often used to represent geographic regions (for example: "Downtown", "East Valley", or "Mid-Town"), work types (for example: "Distribution", "Medical", or "Rush"), and vehicle types (for example: "Car", "Minivan", or "Truck").
Service types are set up in Maintenance > Service Types.
Field Name | Description |
---|---|
Service Type ID | Unique ID number. |
Description | Description or name of service type. |
Service types should only be edited if not in use. |
Service types should only be deleted if not in use. |
You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer.
Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
You can set a Default Service Type in the internet user record. See Internet Users - New / Edit Internet User.
Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
There is a Service Type Filters tab in the order type form to allow which service types are available for the order type. See Order Types - New / Edit Order Type.
When creating or editing an order you can select a Service Type. This creates a way to filter the available order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Orders.
An internet user can select the Service Type when placing an order. This creates a way to filter the order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Place Order.
In version 19.0 or newer, Service Type is only visible when Service Type Required is selected on the customer record. See Customers - New/Edit Customer. |
Users need to have permission to be able to add or edit service types. See Users (Desktop Operations App).
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