Adding work requests
Multiple operations product is now handled when creating a work order operation. User must select a service linked to the multiple operations product in order to create a work order operation.
- On the Appointment List screen, select Action Menu > Create Work Request.
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On the Add Work Request screen, specify this information:
- Customer
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Specify the customer requesting the service for their equipment.
- Equipment
- Specify the equipment.
- Item Number
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Select the item number of the equipment to be serviced.
- Serial number
- Select the serial number of the equipment to be serviced.
- Transaction Reason Code
- This field indicates the user-defined reason code used to describe why the transaction was entered.
- Priority
- This field indicates the order priority.
- Agreement
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Select valid agreements with customer.
- Address Number
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Specify the reference address for the service to be performed.
- Service
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Select the identity of an internal service such as repair or maintenance.
- Requested Start Date and Time
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Specify the date when the customer starts the service.
- Requested Finish Date and Time
- Specify the date when the customer ends the service.
- Contact
- This field indicates the customer's contact person.
- Your Reference
- This field indicates the customer's contact person for reference.
These fields are available but not mandatory:- Product Structure Type
- Order Type
- Start date and time
- Finish date and time
- Breakdown date and time
- Customer's order number
- Serial number - manufacturer
- Address lines
- Service warranty
- Run time
- Operation description
- Tap or click SAVE. If you opt to discontinue the transaction, click CANCEL.