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To Change or Edit a Scheduled Service Order

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Option 1: From the Service Orders Data Management Center (DMC)

1.  On the Services & Projects tab, in the Service Orders group, click Manage. The Service Orders Data Management Center will appear.
2.  Conduct a search for the Sales Opportunity.
3.  Double-click on the Sales Opportunity you would like to open
4.  The Service Order screen will appear. Edit the information as necessary.
5.  Click the Save icon to save the record.

Option 2: From a Contact Record.

1.  From the Contact Record (Refer to How to Open an Existing Contact Record), navigate to the Services tab.
2.  Highlight the Service Order that you would like to edit.
3.  Click the Open button under the Services tab.
4.  The Service Orders screen will appear. Edit the information as necessary.
5.  Click the Save icon to save the record.
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