Labeling Workorder Names

Service Management ships with five predefined workorder formats. Use this window to rename the workorder labels that display in the Print dropdown list on the Service Manager window. See Printing a Workorder.

The default size for Workorders 1 and 2 are 8 ½" x 11." Workorder 3 is the T Card format. Workorder 4 lists task detail and workorder 5 lists appointment detail.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > User-Defined Label Setup > Workorder Names.

2. Enter the workorder names.

3. Select Save.

Additional Workorder Information

• Workorder 1
  Workorder 1 breaks down key service call information. Technicians can quickly see the date and time a service call was received. This report lists the service call ID and invoice number along with brief service call details and the customer's address. The contact name, email address, and telephone number are also included. Default size 8-1/2" x 11".
• Workorder 2
  Workorder 2 is useful for salespeople. It could be stored in your customer's file. It lists the customer's billing address, service call location, salesperson information, and service call details. The contact name, email address, and telephone number are also included.  Default size 8-1/2" x 11".
• Workorder 3
  Workorder 3 is a T-card, combining service call information with customer billing information. The contact name, email address, and telephone number are also included. Default size is T Card format.
• Workorder 4
  Workorder 4 includes task detail with the service call information. The contact name, email address, and telephone number are also included.  Default size 8-1/2" x 11".
• Workorder 5
  Workorder 5 includes appointment detail with the service call information. The contact name, email address, and telephone number are also included.  Default size 8-1/2" x 11".