Costpoint Help

Manage Service Requests

Use this screen to create and manage service requests. Service requests store key information such as accounting values (Project/Organization/Account), services to be performed, components that will be needed to do the work and any work orders that are needed. Service requests can also collect material and labor changes that can be invoiced and posted.


Display the Manage Service Requests Screen

You access the Manage Service Requests screen from the Materials domain.

Contents of the Manage Service Requests Screen

Use the fields and options to configure the Manage Service Requests screen.

Table Information for the Manage Service Requests Screen

Changes to the Manage Service Requests screen update the following tables.

Tabs of the Manage Service Requests Screen

The Manage Service Requests screen has the following tabs: Header Info, Accounts, Order Details, User Defined Info, and Notes.

Subtasks of the Manage Service Requests Screen

The Manage Service Requests screen has several subtasks.


Parent Topic:

Service Requests