Execute work order tasks (F&O)
Activity Flow

The requested start/end date and time on the work order template will automatically populate depending on the synchronization mode setup on the attached work order template. If this synchronization mode is not setup on the work order template, the date and time will be blank, meaning this task will not appear on the plan board to be scheduled on a resource. In this case if there is no synchronization mode setup on the work order template, manually enter the requested start/end date and time on the work order for each task line. 

Many actions can be taken and information found from the action pane of the work order:

• Related information to the work order, such as transport route, returns or shipments can be found: Work order action tab > Related information.
• Origin of the work order, attached business object and maintenance plan can be found: Work order action tab > Other places 
• Transactions for the work order can be found: Manage action tab > Related information
• Maintenance plans, Meters for the linked business object, maintenance history etc. can be found: Manage action tab > Maintenance 
• Reports for the work order, including a printout overview of the order or a work order confirmation, found: Manage action tab > Reports 

Attachments can be added to the work order through the standard attachments icon found on the navigation bar. 

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

On a work order header, you can edit these fields:

• Delivery address
• Contact for the work order
• Business object connected to the work order

A work order status can be updated from the work order task line on the work order. Go to the work order > Task line > Update line tab. A task status can also be updated on the plan board after the task has been scheduled to a resource.

New registrations can be created from and to the work order. These include new item requirements, purchase order, sales order, production order, purchase requisition, request for quotation, sales agreement, purchase agreement. 

This function can be found on the work order task line > Item tasks tab. 

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

The requested start/end date and time on the work order template will automatically populate depending on the synchronization mode setup on the work order template. If this synchronization mode is not setup on the work order template, the date and time will be blank, meaning this task will not appear on the plan board to be scheduled on a resource. An alternative is to manually enter the requested start/end date and time on the work order task lines so the task will appear on the plan board. 

On the work order line tab, there are various actions that can be taken:

• View Rental transactions
• View and setup Resource planning (this is an alternative to using the service/transport plan board for planning a resource on a task. Choose a resource and use the Service planning field to choose date/time )
• View the work order task checklist (Checklist can be setup on the task itself. From this form, each task can be either passed or failed.)
• View task requirements (Can be setup on the task)
• Edit any previously created registrations on the work order line (Sales order, Purchase order, Item requirements etc.)
• Generate a work order confirmation printout
• View the Work order line status history