Adding work order or requests for a non-serialized item

On the Appointment List screen, select Action Menu > Create Work Order/Create Work Request.

On the Add Work Request/Work Request screen, specify this information:

Item: Select the item number of the non-serialized item 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. This field is not required if you select a non-serialized item.
Address Number: Specify the reference address for the service to be performed. This field is not required if you select a non-serialized item.

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 assigned contact person of the customer.
Your Reference: This field indicates the assigned 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.

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