Adding work order or request for an item

  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, specify this information.
    Service Category
    Select 1 - Item Number to indicate the type of Work Order or Request.
    Item Number
    This field indicates the corresponding item number of the equipment to be serviced.
    Serial Number
    This field indicates the corresponding 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 name of the customer requesting the service for their equipment.
    Customer Order Number
    Specify the service order number associated with the customer equipment to be serviced.
    Address Number
    Specify the reference address for the service to be performed.
    If you plan to create a work against an MCO, specify the succeeding fields.
    Agreement
    Select valid agreements with customer..
    Requested start date and time
    Specify the date requested by the customer when the service will start.
    Requested finish date and time
    Specify the date requested by the customer when the service will end..
    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 was specified.
    Contact
    This field indicates the associated contact person of the customer.
  3. Click Save. If you opt to discontinue, click Cancel.