Create service work order (manually)

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Create a manual service work order for repair, maintenance, breakdown, or value add activities.

To display the business object's work location in the work order and the mobile app, select a work location code. By default, the delivery address is used if no specific location is defined.

Steps

  1. Go to Work order project planning > Work orders > All work orders.

  2. Click New.

  3. In the Business object field, enter or select a value.

  4. In the Work order template ID field, enter or select a value.

  5. In the Warehouse field, enter or select a value.

    Note

    It is defaulted to the service warehouse defined in the worker.

  6. In the Start date field, enter a date.

    Note

    The End date will be populated as the same date as the Start date by default.

  7. In the Work location code field, enter or select a value.

    Note

    Optional. After selecting the work location code, choose Yes for an offer to change location.

  8. In the Internal note field, type a value.

    Note

    Optional. The note will be displayed on the work order header.

  9. In the Organization number field, enter or select a value.

  10. In the Contact field, enter or select a value.

  11. Click OK.