Adding work order or request for position and equipment using a blank product

  1. On the Appointment List screen, select Action Menu > Create Work Order/Create Work Request.
  2. On the Add Work Order or Add Work Request screen, select 5 - Blank Product to indicate the type of Work Order or Request.:
  3. You can create a work order or request for a position, specify this information:
    Service Category
    Select 5 - Blank Product to indicate the type of Work Order or Request.
    Model Site
    Select the Model Site of the position to be serviced. The system populates the Equipment, Equipment Product, and Serial Number fields based on the selected Model Site.
    Model Site Position
    Select the position to be serviced. The system populates the Model Site and Configuration Structure fields.
    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.
    Free Text 1, Free Text 2
    Specify the current identity of an internal service.
  4. Optionally, you can also create a work order or work request for an equipment. Specify this information:
    Service Category
    Select 5 - Blank Product to indicate the type of Work Order or Request.
    Model Site
    Select the Model Site for the position to be serviced. The system populates the Equipment, Equipment Product, and Serial Number fields based on the selected Model Site.
    Equipment
    Select the equipment to be serviced. The system populates the Item Number, Serial Number, and Serial Number - manufacturer fields based on the selected Model Site.
    Item Number
    Select the item number of the equipment to be serviced.
    Serial Number
    Select the serial number of the equipment to be serviced.
    Serial Number - manufacturer
    Select the manufacturer serial number of the equipment to be serviced.
  5. Optionally, you can also create a work order or request for a standalone equipment, specify this information:
    Service Category
    Select 5 - Blank Product to indicate the type of Work Order or Request.
    Customer
    Specify the customer requesting the service for their equipment. This field is not required if you select a non-serialized item.
    Agreement
    Select valid agreements with customer.
    Equipment
    Select the standalone equipment to be serviced. The system populates the Item Number, Serial Number, and Serial Number - manufacturer fields.
    Item Number
    Select the item number of the equipment to be serviced.
    Serial Number
    Select the serial number of the equipment to be serviced.
    Serial Number - manufacturer
    Select the manufacturer serial number of the equipment to be serviced.
  6. Optionally, you can also create a work order or request for an item, specify this information:
    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 anon-serialized item.
    Item Number
    Select the item number of the equipment to be serviced.
    Start date and time
    Specify the planned date to start the service.
    Finish date and time
    Specify the planned date to finish the service.
    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.
  7. Click Save. If you opt to discontinue, click Cancel.