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Here are the steps on how to create a work order.

  1. Open the Consumption Sites record.
  2. Click the Work Order > Add Work Order toolbar button. A new work order will be added in the grid under Status: Open. The upper fields on
  3. Fill out the appropriate field on Work Order Details panel – StatusPerformerDate Scheduled, and Additional Info. Refer to Consumption Sites > Work Orders tab for the field description.
  4. Add the To Do Items of the work order, if there is any.
  5. Save the changes in the Consumption Sites record. The Work Order No will be generated and displayed on its respective field.
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