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How to: Check Service Orders Before Posting Them

Before you post a service order, you can check whether there are any errors, or missing or incorrect information. The service order must contain at least one service item line and one service line before you can post the service order.

To validate service orders prior to posting

  1. In the Search box, enter Service Orders, and then choose the related link.

  2. Open the order you want to check.

  3. On the Actions tab, in the Posting group, choose Test Report.

    All parts of the order are validated and the results are presented in a report. If the report indicates any errors or lack of information, you must correct the problem. You can then print a new test report.

See Also

Tasks

How to: Post Service Orders
How to: Post Service Lines
How to: Post Invoices from Service Orders
How to: Create Combined Invoices