Select Standard Services

When you plan a work order, you can plan standard services. Standard services are services such as grounds maintenance, janitorial services, or freight, for which your company may maintain a vendor catalog.

To select standard services:

  1. Display the work order for which you want to plan standard services.

  2. On the Plans tab, click the Standard Services subtab.

  3. Click Select Standard Services to open the Select Standard Services dialog box.

To narrow your search, click Filter.

  1. 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.

  1. 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.

  1. 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.

  2. Click Save .

To find a particular value in the Select Standard Services dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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