Search Work Orders

When working with work orders in SM Work Orders, you can use the Search feature to filter work orders so that you see only those you want to work with.

Using the expandable/collapsible Search panel above the work order header in SM Work Orders, you can search for work orders based on selected criteria so that the form loads only those work orders you want to see.

Once you enter your filter values and initiate the search process, the system pulls in all work orders meeting the selected criteria. If desired, you can save your filter values by clicking the Save button. The system defaults the saved filter values each time you open the SM Work Order form and automatically loads only those work orders meeting the specified criteria. You can remove a saved search any time by clicking the Delete button. The system clears your saved values and sets them to the system default values.

Note: Saved searches apply only to the current user; they are not visible to other users. In addition, saved search filter values override any F3 settings you have defined for fields in the Search panel. Once you delete a saved search, the F3 settings are applied.

For more information about each of the search fields, see the F1 help.

  1. From the main menu, select Service Management > Programs > SM Work Orders.
  2. Click the Search section drop-down to expose the search fields.
  3. In the Search By drop-down, select one of the following:
    • C-Customer
    • S-Service Site
    • J-Job
    • A-All
  4. In the Status drop-down, select the status by which to filter work orders.
    • Not Closed
    • New
    • Open
    • Closed
    • All
  5. Depending on the Search By option you selected, do one of the following:
    1. If searching by Customer, use the Customer field to enter the customer by which to filter work orders or press F4 to select from a list of SM customers.
    2. If searching by Service Site, use the Service Site field to enter the service site by which to filter work orders or press F4 to select from a list of valid service sites.
    3. If searching by Job, use the JCCo and Job fields to enter the Job Cost company and job by which to filter work orders.
  6. In the Center field, enter the service center by which to filter work orders. Press F4 for a list of valid service centers.
  7. In the Date fields, enter the beginning and ending in a range of dates by which to filter work orders.
  8. If searching for work orders that are ready to bill, select one of the following Ready for Review options.
    • Primary - Show ready to bill work orders for which you are the primary reviewer.
    • Alternate - Show ready to bill work orders for which you are an alternate reviewer (that is, you are not assigned as the primary reviewer)
    • All - If the Use Review Process check box is selected in SM Company Parameters, select this option to show all ready to bill items that you are assigned to review. If the Use Review Process check box is not selected, select this option to show all work orders that are ready to bill.
  9. Click Search.
    The grid populates with work orders meeting your selected search criteria.
    Note: You can enter additional filter values or change the saved filter values at any time to change the search results. If you want to clear the filter values, click Reset. This resets the search filters to their default saved values or system default values (if not a saved search).
  10. If saving your search values, click Save.
    Note: The system saves the specified filter values for the current user only. Each time you open the SM Work Order form, the system defaults your saved filter settings and loads only those work orders meeting the selected criteria.

    You can delete the saved search by clicking Delete; however, to clear the filter values, you must click Reset or close the form.

    Note: Saved search filters override any F3 settings you have applied to fields in the Search panel. Once you delete a saved search, the F3 overrides are applied.