Work Orders - SKY Order

Work Orders are saved as Agvance Delivery Tickets.

Note: Work Orders must be enabled in SKY Admin before they can be viewed in SKY Order.

View Work Order information including the Ticket #, Date, Location, Customer, Service Name, Field, and Status. Select the Ellipsis icon to Reverse or Void.

Add a Work Order

Work Orders can be added by selecting the + Add Order icon at the bottom right corner of the page then choosing + New as Work Order. Use the navigation on the left to move to different sections of the order form.

Location

1. Indicate the Location.
2. Once the Location is selected, choose the Work Order Service.
   Note: Work Order Services are set up in SKY Admin.
   

Field

1. Select + Add Field. A grid of Fields displays. Use the Search field to find the specific Field or scroll through the list.
   
2. The Filters button to the far right of the Search bar can be used to narrow down the list of Customers.
3. Check the Field(s) for the Work Order, then choose Save & Close.
4. If needed, adjust the split percentages if there are multiple Customers on the Field. The Delete icon can be used to remove that Field from the Work Order.
   

Order Details

1. If autonumbering is enabled for Delivery Tickets, the Order Number populates automatically.
   
2. The Salesperson defaults as the Salesperson selected on the User profile in SKY Admin and can be adjusted.
3. Optionally select a Crop and enter any necessary Billing Comments.
4. If applicable, select a Requested Date, Priority, and check the Ready checkbox if the job is ready to be assigned in Dispatch. Leaving this unselected will mark the job as On Hold in Dispatch.

Notes

1. Enter any necessary Additional Comments
2. When satisfied with the Work Order details, select Create Order. The Work Order is saved as a Delivery Ticket.
   

Add a KSI Work Order

Customers using KSI laboratories can have soil test orders sent from the SKY Work Order directly to the lab. To use this option, please contact SSI.

A Work Order Service must first be set up in SKY Admin with a Service Type used for soil testing.

Location

Choose the Location then the Work Order Service from the drop-downs.

Field

1. Select + Add Field. A grid of Fields displays. Use the Search field to find the specific Field(s) or scroll through the list.
   Note: A Delivery Ticket will be created for each Field selected on the Work Order.
   
2. The Filters button to the far right of the Search bar can be used to narrow down the list of Customers.
3. Check the Field(s) for the Work Order, then choose Save & Close.
4. If needed, adjust the split percentages if there are multiple Customers on the Field. The Delete icon can be used to remove that Field from the Work Order.
   
5. Enter an Event ID for 3rd party lab use if needed.
   Note: This field displays after checking Send Order to Lab under the Order Details section.

Order Details

1. The Order Number defaults once a Location is selected.
2. The Salesperson defaults depending on the setting selected in SKY Admin under Order but can be adjusted. More information on this setting can be found here.
3. Optionally indicate the Crop.
4. Check Send Order to Lab.
5. Mark the Lab Pulling Samples checkbox to automatically populate the Sample Pull By.
   
6. Fill out the Soil Lab Details, Submitter Information, and Operator Information. Required fields are indicated with an asterisk (*).
   
7. Select the Ready checkbox if the job is ready to be assigned in Dispatch or leave unchecked to mark the job as On Hold.

Notes

1. Additional Comments can be entered in the Notes area and will only be visible to internal users.
   
2. When finished, select Create Order.