How do I Create a Work Order?

Updated on January 13, 2018 06:48PM by Admin


The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site. It also provides a method for employees to track the hours & products used to resolve each work order.
Let's create a Work Order.

Steps to Create a Work Order

  1. Log in and access Work orders app from your universal navigation menu bar.
  2. Click on “Create” button from the left navigation panel.
    click on create
  3. Select whether to create work order for items or services or both. 
  4. You can view "Create" page, in which provide:
    • Customer - Select customer by search.
    • Sales order Approver - Select sales order approver.
    • Work Order # - Work order number.
    • Item Being Serviced - Include items to be serviced.
    • Case Assigned To - Case assigned to employee.
    • Reported Date - Problem reported date.
    • Status - Status of the work order.
    • Template - Template to be included in work order.
    • Service Location - Customer's location (Country, state).
    • Problem Summary - Provide summary of the problem.
    • Service Delivery Window - Service date, start and end time.
    • Services Provided - Specify provided services to customer.
    • Product/Item Sold - Search product/item to be sold to customer.
      create work order
  5. Click on “Create” button to complete.

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