Order Personnel

The Order Personnel dialog provides a quick list of all key personnel assigned to an order grouped by labor area. This dialog is available from within the following locations:

AR Detail

Billing Information

Claims

Order Information (Revenue Entry)

From the Revenue Entry module, click the Order Personnel button to access the Order Personnel screen.

Table

Description automatically generated

The following table describes the fields that display within Order Personnel.

Field	Description
Personnel	The name of the user associated to the order as defined within Personnel Setup displays in this column.
Vendor Number	The identification number of the Vendor assigned to the employee through their Personnel Setup displays in this field.
POS	Displays the Partial, Overflow, and Set-Off values associated to a particular order segment or third party vendor.

The following table describes the personnel groups that display within this dialog.

Personnel	Description
Claims Adjuster	The name of adjuster(s) assigned to claim(s) linked to the order display in this group. The claim adjuster is set within the Claim Detail screen within Claims.
Coordinator	The name of coordinator set for the order within the Transportation Coordinator and Logistics Coordinator fields within Name, Address, Phone and the OA Coordinator set within Agents.
Local Services Crew Member	All crew assigned to local services associated to the order display in this group. See Assign and Remove Crew for more information.
Long Distance Drivers	The driver assigned to trips that include this order will display in this group. See Long Distance Dispatch for more information.
OA Surveyor	The employee set within the OA Surveyor field in Agents display in this group.
Project Manager	Person identified as the Project Manager set on the Contacts and Locations tab for an Office & Industrial order.
Revenue Clerk	The employee set as the Revenue Clerk of the order through Order Information (Revenue Entry) or Billing Information displays in this group.
Salesperson	The employee set as the Sales Person of the order within Name, Address, Phone displays in this group.
Third Party Vendor	This group displays all vendors associated to third party items set within Transactions. See Add Third Party Item (Revenue Entry) for more information.