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- Open the Consumption Sites record.
- 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
- Fill out the appropriate field on Work Order Details panel – Status, Performer, Date Scheduled, and Additional Info. Refer to Consumption Sites > Work Orders tab for the field description.
- Add the To Do Items of the work order, if there is any.
- 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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Here are the steps on how to create a work order.
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