Search for Work Order Charges
You can use the Work Order Charges search page to search for charges associated with field service work orders and third-party work orders.
You can’t search for work orders that don’t have charges.
The Work Order Charges search page includes the:
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Search bar
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Filter Chips suggestions bar
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Magnifying Glass icon
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Charges results table
These are described in the following table:
Field Name |
Description |
---|---|
Search bar |
Note: Technicians will only see the work order
charges assigned to them.
The search bar opens with filter chips, which you can add or delete depending on your search needs. The selectable filter chips include:
By default, the search page lists searches for charges associated with field service work orders and third-party work orders using the following criteria:
You can also enter free text, which will search the following charges and work order attributes:
Because the application supports autocomplete and fuzzy logic, you can partially type your search terms. The following
attributes support autocomplete:
The following attributes support fuzzy logic:
|
Field Chips suggestion bar |
The filter chips appear in the Search bar and provide suggestions for filtering your results set. For example, you might see a filter suggestion for a date range for the work order’s requested date. You can select this filter chip to filter your results. When you select one of the filter chips in the suggestions bar, it’s added to the Search bar and filters the Charges results table. |
Magnifying Glass icon |
You can use the Magnifying Glass icon to filter your results based on predefined filter chips and their associated values. Specifically, the magnifying glass shows filter chips with preselected values. Some examples are:
|
Charges results table |
The Charges results table lists the work order charges based on your search criteria and filters. You can also sort your results by selecting the arrows next to the column headers. When you first open the page, the work order charges are sorted by the document number. To edit existing work order charges, you can open the Work Order Charges details page by clicking the Manage Charges icon. To enter new charge lines, you can open the Work Order Charges header page by clicking the Create Charge button. |