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.

  1. On the Appointment List screen, select Action Menu > Create Work Request.
  2. On the Add Work Request screen, specify this information:
    Customer

    Specify the customer requesting the service for their equipment.

    Equipment
    Specify the equipment.
    Item Number

    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

    Select valid agreements with customer.

    Address Number

    Specify the reference address for the service to be performed.

    Service

    Select the identity of an internal service such as repair or maintenance.

    Requested Start Date and Time

    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
  3. Tap or click SAVE. If you opt to discontinue the transaction, click CANCEL.