You can perform several actions from the work order line tab:

  • View Rental transactions.
  • Plan resources using the Resource planning option. Select a resource and define the date and time using the Service planning field.
  • View and complete the work order task checklist. Each task can be marked as passed or failed.
  • View task requirements configured on the task.
  • Edit existing registrations on the work order line, such as sales orders, purchase orders, or item requirements.
  • Generate a work order confirmation printout.
  • Review the status history of the work order line.


Standard procedure

1. Go to Work order project planning > Work orders > All work orders.
2. In the list, click the link for the selected work order.
3. Click Work order line tab on the work order line.
4. Choose an action for the work order line from the functionalities.

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