Creating service orders manually

You can create service orders from the Service Order Monitor. After you define the parameters for the new service order, IEE sends a request to the external service order management system.

The service order management system validates the request and returns confirmation to IEE indicating whether the service order was created or rejected. You can verify the status of service order requests in the Service Order Monitor. For example, you can search for service orders related to a specific service point, or filter the list to display only service orders with a status of Open or Rejected. For more information, see Filtering service orders and Searching for service orders by entity.

  1. Go to Service Orders > Service Order Monitor.

  2. Click the Create button.

    Tip: If you have a service order selected in the list, the meter ID of the selection populates the Meter ID in the Create New Service Order dialog. If you are creating an additional service order for the same meter, you can select that meter in the service order list and then click Create. The new service order must have a different Code and Category combination than the existing service orders for the same meter.

  3. In the Create New Service Order dialog, enter the Meter ID or click Search to locate the meter. The Search Utility allows you to search by other entities and parameters, such as Service Point ID, Customer Description, or Account Type. In the search results, click the meter to enter it into Meter ID.

  4. From the Select Category dropdown menu, select the service order category for the new service order.

  5. From the Select Code dropdown menu, select the service order code for the new service order.

    Note: Only valid category and code combinations can be selected.

  6. Click OK.

  7. (Optional) Filter the service order list by Status with three values: Requested, Rejected, and Open. Include the Meter ID in the filter by using Common Filter pane in the Filter dialog. The new service order appears in the list with the Requested status until IEE receives confirmation from the external system that the service order has been created (Open status) or rejected (Rejected status).