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Troubleshooting - How to Change a Service Type on a Workshop Order

Modified on: Tue, Jan 5 2021 3:38 PM

How to change the Service on a Workshop Order

Scenario:  You created a WSO assuming it would be billable to a project, but somewhere along the way you decide that it is not billable and need to change the "Service" type


STEP 1: Choose Asset Ops

STEP 2: Choose Workshop Entry


STEP 3: Choose the WSO you want to change

STEP 4: Click Swap Service Code Icon

STEP 5: Click the magnifying glass next to New Service ID

STEP 6: Choose new Service Code

STEP 7: Click OK

STEP 8: Click OK


STEP 9: Click Save and Close

STEP 10: Click Yes


STEP 11: Type the Reason for Change

STEP 12: Click Ok

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