Use the rental transaction tab on a task to link work order line statuses to rental sub-statuses. This is an optional setup.

For example, when a work order line is updated to “Created”, the related rental order status can automatically change to “Ordered”.

This setup is essential for updating rental asset availability during maintenance and repair tasks, which are usually not tied to rental orders. To enable updates, define rental sub-statuses on work order line sub-statuses and set up asset availability triggers for the task.


Standard procedure

1. Go to Work order project planning > Setup > Tasks.
2. In the list, find and select the desired record.
3. Select Yes in the Synchronize field.
4. Click Add.
 

Note: Repeat steps 7-10 to set up all required relations between the work order line status and the rental sub status.

5. In the list, mark the selected row.
6. In the Work order line status field, select an option.
7. In the Rental sub status field, select an option.
8. Click Save.
Related to Notes

Create and maintain tasks

 

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