Link to Completed Work Order

Use the Link to Completed Work Order screen to link a service agreement job to a completed work order. The screen only lists completed work order segments that correspond to the Job Code loaded on the Contract Details tab and are not yet linked to a service agreement.

The Link to Completed Work Order screen can be accessed from the Contract Details tab by moving the cursor over the Status and selecting the Link to Completed W/O from the pop-up menu.

Topics in this section are:

Linking a Service Agreement to a Completed Work Order

  1. From anywhere in IntelliDealer, navigate to Product Support then select one of the Equipment, Service, or Rental lists and click the Service Agreements link.

    Service Agreements

  2. To search for a specific service agreement, fill out the appropriate fields and click Go >>.

    The Service Agreements tab refreshes, listing the generated search results.

  3. Click on a Contract Number.

    Contract Details


  4. Move your cursor over a Status and select Link to Completed W/O from the pop-up menu.




    The Link to Completed Work Order screen is automatically populated with work orders that have been completed in the current month. You can also search for completed work orders in prior months by entering a Customer Number and Date Range.

  5. Click on the Work Order you wish to link the corresponding service agreement.

  6. A Confirmation screen appears asking you to verify your request.



  7. Click Yes .

    The Contract Details tab appears with Status field changed to Completed and the Work Order and Location fields populated.



Screen Description

The search fields on the Link to Completed Work Order screen are:

Field Description
Select Stock Number The stock number is pulled from the Contract Details tab and cannot be changed. Click the Stock Number to open the Equipment Profile screen.
Select Customer Number Search for completed work orders by entering a customer number.
Select Date Range Narrow down the completed work orders search results by entering a date range.
Select Job Code The job code is pulled from the Contract Details tab and cannot be changed.

The fields on the Link to Completed Work Order screen are:

Field Description
Work Order The number of the completed work order.
Customer Name The name of the customer on the completed work order.
Description A brief description of the completed work order.
Billing Date The completed work order billing date.

Click the Customer Name to open the Customer Profile screen.

Click Close to complete your work on the Link to Completed Work Order screen.

Security: 805 - Product Support, SAM

Revision: 2025.05