1. Equipment Rental
  2. Rental Management
  3. Flows

Execute work order tasks (F&SCM)
Activity Flow

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

  • Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
  • Add item requirements, purchase orders, or sales orders to the work order line.
  • Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

  • Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

Rental service coordinator Rental service coordinator Executes rental service coordinator tasks Open a work order Open a work order Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. Open Work order number column filter. 3. Use a filter to find the intented work order needed. 4. In the list, find and select the desired record. Start Start Enter the requested start and end date/time of each task Enter the requested start and end date/time of each task The requested start and end date/time on the work order template populate automatically based on the synchronization mode defined in the template. If no synchronization mode is set, these fields remain blank, and the task will not appear on the plan board for scheduling. In that case, manually enter the requested start and end date/time on each task line in the work order. 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 Edit. 4. In the list, mark the selected row. 5. In the Requested start date/time field, enter a date and time. 6. In the Requested end date/time field, enter a date and time. 7. Click Save. Related information and attachments Action tab Related information and attachments Action tab You can access several actions and related information for a work order from the action pane: View transport routes, returns, and shipments: Work order action tab > Related information. Check the origin, business object, and maintenance plan: Work order action tab > Other places. Review work order transactions: Manage action tab > Related information. View maintenance plans, meters, and history for the business object: Manage action tab > Maintenance. Generate and print work order reports: Manage action tab > Reports. You can add attachments to the work order using the Attachments icon on the navigation bar. 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. On the Action Pane, click Work order. 4. Sub-task: Go to Other places tab options.. 5. Sub-task: Go to Related information tab options.. 6. On the Action Pane, click Manage. 7. Sub-task: Go to Related information tab options. 8. Sub-task: Go to Maintenance tab options. 9. Sub-task: Go to Reports tab options. 10. Click Save. Journal registrations on work order line

Journal registrations on work order

You can control which journals or registrations are allowed on a work order by assigning a status group during task setup.

This group defines valid entries depending on the current status or stage of the work order.

 Change information header work order Change information header work order On a work order header, you can edit these fields: Delivery address Contact for the work order Business object connected to the work order 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. In the Delivery name field, enter or select a value. 4. In the Contact field, enter or select a value. 5. In the Business object field, enter or select a value. 6. Click Save. Update work order status through Update line tab Update work order status through Update line tab You can update the work order status from the Task line using the Update line tab, based on the setup in the Work order status group. You can also change the task status from the plan board after scheduling the task to a resource. Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. In the list, click the link to the selected work order. 3. Click Update line on the work order line tab. 4. Choose a status to update the work order to 5. Click Save. Registrations through Item task work order line tab  Registrations through Item task work order line tab  You can create various types of registrations from the work order. These options are available for item tasks: Item requirements Purchase orders Sales orders Production orders Purchase requisitions Requests for quotation Sales agreements Purchase agreements This action is available on the Item tasks tab of the work order task line. Ensure that a status group is set up for the work order line. The status group controls which registrations and journals are allowed or blocked based on the current status. 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 Item tasks on the work order line tab. 4. Choose a registration to add to the work order task. 5. Continue with the registration process. End End Synchronization mode setup  on Work order template? Synchronization mode setup  on Work order template? Requested Date/Time taken from Work order template Requested Date/Time taken from Work order template The requested start and end date and time are automatically set based on the synchronization mode on the work order template. If the synchronization mode is not set, the fields remain empty. In that case, the task does not appear on the plan board. To make the task schedulable, enter the requested date and time manually on the work order task lines. Update status of task  from Work order? Update status of task  from Work order? New registrations needed  on the Work order? New registrations needed  on the Work order? Log an Hour, Item, Expense, Fee Journal?  Log an Hour, Item, Expense, Fee Journal?  Edit registrations, view checklist,  resource planning or task requirements? Edit registrations, view checklist,  resource planning or task requirements? Work order line tab for other functions Work order line tab for other functions 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. 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. No Yes Yes No Yes No Yes No No Yes

Activities

Name Responsible Description

Open a work order

Rental service coordinator

Enter the requested start and end date/time of each task

Rental service coordinator

The requested start and end date/time on the work order template populate automatically based on the synchronization mode defined in the template.

If no synchronization mode is set, these fields remain blank, and the task will not appear on the plan board for scheduling.

In that case, manually enter the requested start and end date/time on each task line in the work order.

Work order information & attachments work order

Rental service coordinator

You can access several actions and related information for a work order from the action pane:

  • View transport routes, returns, and shipments: Work order action tab > Related information.
  • Check the origin, business object, and maintenance plan: Work order action tab > Other places.
  • Review work order transactions: Manage action tab > Related information.
  • View maintenance plans, meters, and history for the business object: Manage action tab > Maintenance.
  • Generate and print work order reports: Manage action tab > Reports.

You can add attachments to the work order using the Attachments icon on the navigation bar.

Journal registrations on work order

Rental service coordinator

You can control which journals or registrations are allowed on a work order by assigning a status group during task setup.

This group defines valid entries depending on the current status or stage of the work order.

Change information header work order

Rental service coordinator

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

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

Update line: Work order line action tab

Rental service coordinator

You can update the work order status from the Task line using the Update line tab, based on the setup in the Work order status group.

You can also change the task status from the plan board after scheduling the task to a resource.

Item tasks: Work order line action tab

Rental service coordinator

You can create various types of registrations from the work order. These options are available for item tasks:

  • Item requirements
  • Purchase orders
  • Sales orders
  • Production orders
  • Purchase requisitions
  • Requests for quotation
  • Sales agreements
  • Purchase agreements

This action is available on the Item tasks tab of the work order task line.

Ensure that a status group is set up for the work order line. The status group controls which registrations and journals are allowed or blocked based on the current status.

Requested Date/Time taken from Work order template

Rental service coordinator

The requested start and end date and time are automatically set based on the synchronization mode on the work order template.

If the synchronization mode is not set, the fields remain empty. In that case, the task does not appear on the plan board.

To make the task schedulable, enter the requested date and time manually on the work order task lines.

Work order line tab for other functions

Rental service coordinator

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.

Activities

Name Responsible Description

Open a work order

Rental service coordinator

Enter the requested start and end date/time of each task

Rental service coordinator

The requested start and end date/time on the work order template populate automatically based on the synchronization mode defined in the template.

If no synchronization mode is set, these fields remain blank, and the task will not appear on the plan board for scheduling.

In that case, manually enter the requested start and end date/time on each task line in the work order.

Work order information & attachments work order

Rental service coordinator

You can access several actions and related information for a work order from the action pane:

  • View transport routes, returns, and shipments: Work order action tab > Related information.
  • Check the origin, business object, and maintenance plan: Work order action tab > Other places.
  • Review work order transactions: Manage action tab > Related information.
  • View maintenance plans, meters, and history for the business object: Manage action tab > Maintenance.
  • Generate and print work order reports: Manage action tab > Reports.

You can add attachments to the work order using the Attachments icon on the navigation bar.

Journal registrations on work order

Rental service coordinator

You can control which journals or registrations are allowed on a work order by assigning a status group during task setup.

This group defines valid entries depending on the current status or stage of the work order.

Change information header work order

Rental service coordinator

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

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

Update line: Work order line action tab

Rental service coordinator

You can update the work order status from the Task line using the Update line tab, based on the setup in the Work order status group.

You can also change the task status from the plan board after scheduling the task to a resource.

Item tasks: Work order line action tab

Rental service coordinator

You can create various types of registrations from the work order. These options are available for item tasks:

  • Item requirements
  • Purchase orders
  • Sales orders
  • Production orders
  • Purchase requisitions
  • Requests for quotation
  • Sales agreements
  • Purchase agreements

This action is available on the Item tasks tab of the work order task line.

Ensure that a status group is set up for the work order line. The status group controls which registrations and journals are allowed or blocked based on the current status.

Requested Date/Time taken from Work order template

Rental service coordinator

The requested start and end date and time are automatically set based on the synchronization mode on the work order template.

If the synchronization mode is not set, the fields remain empty. In that case, the task does not appear on the plan board.

To make the task schedulable, enter the requested date and time manually on the work order task lines.

Work order line tab for other functions

Rental service coordinator

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.
Related to Notes

Execute work order tasks (F&SCM)

 		 

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