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.

Note

You can also create a service work order from:

  • The Field Service app.

  • An AI inspection on the Field Service app. You do so to repair the damage found by the AI damage detection agent. For more information, see Monitor AI inspections.

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.