Change As Needed Service with No Work Tickets

Change As Needed Service without Work Tickets 

What's New?

 You can change an As Needed Service without having to create a new Work Ticket if there are no work tickets under an Opportunity. Eliminating the need to create a new work ticket that will need to be deleted later just to create a change order. 

How do I Create an As Needed Service without a Work Ticket?

1. Go to the Opportunity containing an As Needed service without a Work Ticket. 
2. Click on the More Actions menu on the Opportunity details screen.    
3.  Select Change.  
4. Change the date to reflect when the updated As Needed Service is to begin.  
5. Navigate to the Estimate tab.
6. On the estimate screen, open the kebab menu of the As Needed service you wish to change, and select Change to initiate a change to the service.
   1. You will notice that there is a new field under Optional Services to input your change order. Every time a change order is saved, it will be denoted with a version number to the left of the Add icon. 
      
      

Keep in Mind 

• If work tickets exist under the Opportunity that you are trying to change, a list of the current open work tickets will appear and you will need to select one of the work tickets before submitting a change. You can only add a change to a new or open Work Ticket. That change will then be applied to the selected and following work tickets. 
• You can only add change orders to Opportunities with an invoice type of T&M and Per Service.