Execute work order tasks (F&SCM)

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fter creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

  • Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.

  • Add item requirements, purchase orders, or sales orders to the work order line.

  • Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

  • Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

Flow diagram