A user can create an Installation Job in one of two ways. It is up to the local project manager to make that call as to what makes the most sense. If there is a small number of tags to be installed in a short period of time they may create a new job however if it is a large number of tags and they installation will be over a longer period of time it may make more sense to add to the existing job at that location.
- They can create a new installation job for that location
- They can add the installation job to an existing job at that location
Step 1: Is to open the relevant sales order for either a job made in Cleveland or a Cart Batch made locally. Then the user must choose one of the option below to create or select an existing installation job.