Wizards

The
(Wizards) feature is found in the toolbar of the PANTHEON form, and it opens a list of useful additional predefined features and tools.
Clicking the
(Wizards) button on the Service Order form displays the following options:
Add Documents/Lines |
By clicking this wizard, a Add document to billable issue form is opened for linking the document with a billable issue document. |
Insert Line (Ctrl + N) |
By clicking this wizard, a line is added into a tab on which you are positioned. |
Renumber Lines |
By cliking this wizard, a Renumber Document Lines form is opened for renumbering document lines. |
Remove Link to Credit Note |
By clicking this wizard, link to credit note is removed. |
Customer Balance Summary |
By clicking this wizard, a Balance Summary form opens with financial details of a customer from a Financial Details panel of a Subjects register. |
Remove Link to Billable Issue |
By clicking this wizard, link to billable issue is removed. |
Remove Link to Claim |
By clicking this wizard, link to claim is removed. |
Remove Link with Order |
By clicking this wizard, link with sales order is removed. |