VISION ERP – request Saved Searches

List of Saved Searches to View Field Service Requests

All Department Searches:  This list of searches can be used to locate and manage VSM requests across all depts.  GM or Office supervisors primarily use these to review all requests at the store level.   Filters do exist so that all users can refine results as needed.

• DW All Requests - Will display a list of all VSM Requests regardless of status, date or dept.  There are many filters available to help find requests by different parameters.
• DW Open Requests – Will display a list of all Open Requests with status that is not closed or billed, regardless of date or dept.
• DW Open Requests – To Be Closed - Will display a list of all Open Requests with status that is Canceled, regardless of date or dept.  At this point the interface does not close a NS SO when the request is canceled, therefore this list helps us see where requests are opened and they need to be closed.   

All Service Dept Searches:  This list of searches can be used to located and manage VSM requests where the request type is NOT delivery.  The Service Coordinator will primarily use these to review all requests at the store level.  Filters do exist so that all users can refine results as needed.

• DW All Service Requests - Will display a list of all service requests with any type of open status; regardless of date or tech.   There are filters available to help find requests by different parameters.
• DW Open Service Requests – Will display a list of all open service requests with status that is not closed or billed, regardless of date or tech.
• DW Open Service Requests – To Be Billed – Will be a list of all open service requests where the VSM status is complete and a SO status that is not closed or billed, regardless of date or driver.  This search should be set as a reminder for the CSR responsible for billing service transactions.
• DW Open Service Requests - Pending Fulfillment – Will be a list of all open service requests where the VSM status is resolved or complete and items on the request need to be fulfilled. This search should be set as a reminder for the CSR responsible for billing delivery transactions.

All Route Dept Searches:  This list of searches can be used to located and manage VSM searches where the request type is ONLY delivery.  The Delivery Coordinator will primarily use these to review all requests at the store level.  Filters do exist so that all users can refine results as needed.

• DW All Delivery Requests - Will be a list of all delivery requests regardless of status, date or driver
• DW Open Delivery Requests – Will be a list of all open delivery requests with status that is not closed or billed, regardless of date or driver.
• DW Open Delivery Requests with Address – Same as above - Will be a list of all open delivery requests with status that is not closed or billed, regardless of date or driver.  Includes Shipping Address, Shipping City, Access Code & Access Comments
• DW Open Delivery Requests – To Be Billed – Will be a list of all open delivery requests where the VSM status is complete and a SO status that is not closed or billed, regardless of date or driver.  This search should be set as a reminder for the CSR responsible for billing delivery transactions.
• DW Open Delivery Requests - Pending Fulfillment – Will be a list of all open delivery requests where the VSM status is resolved or complete and items on the request need to be fulfilled. This search should be set as a reminder for the CSR responsible for billing delivery transactions.