Ticket to Order or Field Job
From a live SM ticket you generate the next document. Landscape for quote vs sales order vs service order: Service Management landscape. Conversion is guarded so the same ticket is not turned into two live service orders.
Apps involved: Service Management · Sales (quotation) · Field Service
Ticket → quotation
When the work is outside the contract (upsell). Contact and account inherit; the quote then follows Lead-to-Cash / Order-to-Cash.
Ticket → service order
When you need a billable service order with its own lifecycle. Double convert is blocked.
Ticket → field job
When a technician must go on site. Context (asset, site, contract, checklist) is copied — see Field Service Execution.
Service order → job → invoice
A service order can dispatch one or more jobs, then roll complete work into an invoice (and goods issue for parts).
Create the next document from the ticket (or via a “new” URL that carries jobId / source). Filtering a listing is not the same as inheriting context.
