You can assign a work order template to the order header. This makes the template available for all lines in the order.


Standard procedure

1. Go to Rental order management > Rental orders > All rental orders.
2. In the list, find and select the desired record. Click the link in the selected row.
3. Expand the Rental order header section.
4. Use the shortcut for switching to View or Edit mode.
5. In the Work order template ID field, enter or select a value.
6. Click Save.
Related to Notes

Assign work order template

 

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