Create a work order from the Task details page in the Rental Management mobile app.

You can also create work orders from the Home page or Object details page.

When you confirm the work order:

  • A work order is created in D365 F&SCM with a line for the selected object.
  • If you assign the work order to yourself, the line is released automatically.
  • If not, the line gets the Created status and can be confirmed and assigned later.
  • If assigned, the task is added to your schedule in the mobile app.

Note: You cannot create work orders offline using the mobile app.


Standard procedure

1. On the Task details page, tap 'Work order'.
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2. In the Work order name field, enter a meaningful name for the task to be done.
3. In the Object serial number field, enter the serial number of the object for which you create the work order.
 

Note:

If you create a work order from the:

  • Home page, no default object is given.
  • Task details page, the task object is the default object.
  • Object details page, the current object is the default object.

4. If the object is not available for rent till it is repaired, set the Change availability field to 'Yes'.
5. Select the desired start and end date for the task.
6. If you want to do the task yourself, set the Assign to myself field to 'Yes'.
7. In the Internal note field, enter any task-related note for internal purposes. For example, the purpose of the task.
8. Tap 'Next'.
9. Review the work order to be created and tap 'Confirm'.

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