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:
    Item Number

    Select the item number of the equipment to be serviced.

    Serial number
    Select the serial number of the equipment to be serviced.
    Service

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

    Start Date and Time
    Specify the planned date to start the service.
    Finish Date and Time
    Specify the planned date to finish the service.
    Customer

    Specify the customer requesting the service for their equipment.

    Address Number

    Specify the reference address for the service to be performed.

    If you plan to create a work order against an MCO, specify this information:

    Agreement

    Select valid agreements with customer.

    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.
    Work Priority
    This field indicates the order priority.
    Transaction Reason Code
    This field indicates the user-defined reason code used to describe why the transaction is specified.
    Contact
    This field indicates the customer's contact person.
    Your Reference
    This field indicates the customer's contact person for reference.
    Reference
    This field indicates the time required to process an operation or transaction. It is specified for each price or time quantity and time unit.
  3. Tap or click SAVE. If you opt to discontinue the transaction, click CANCEL.