When a field tech is doing something non client related, how do you enter that?

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Posted on by iruser2

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When a field tech goes to a vendor to pick up goods for a PO, or some other non 'customer' related activity, how do we enter that onto a work order so that we do not show the field tech as available?

Do we have to entered the vendor as an account and make a work order that has a type of pick up PO?

thanks!

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Scheduling (URS)

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iruser2 2,046 on at

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RE: When a field tech is doing something non client related, how do you enter that?

thanks!
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antc 2,909 on at

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RE: When a field tech is doing something non client related, how do you enter that?

As Thomas said create new Booking Status Name and leave status as "committed".
iruser2 2,046 on at

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RE: When a field tech is doing something non client related, how do you enter that?

I could create the booking status for that, and have to create the vendor as an account. I was hoping there would be a different more intuitive way.

thanks!
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Thomas David Dayman 11,323 on at

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RE: When a field tech is doing something non client related, how do you enter that?

You could create a new Booking Status of 'Pick up PO' under the In-Progress status?