Single-Line Entry
To add work details to a work order in the single-line entry method:
1. Locate the Work Order by searching in the sidebar or from a list view in the Work Orders tab and then click the Work Order number to which you want to add the work details.
2. Click New in the Work Details related list section.
3. Select the record type:
◦ If you select the record type as Estimate: Select Line Type. If the Line Type is Parts, enter the name of the product or use Lookup to search and select the product. Optionally, enter the ID of the installed product to be shipped or use the Lookup icon to search and select the installed product.
◦ If you select the record type as Expenses:
▪ Enter the estimated quantity and price. The quantity will have different meaning based on the line type and expense type selected.
▪ Enter work description or additional information about the estimate line.
▪ For Parts line type, the estimated price is automatically assigned from the price book in the background after the estimate record is saved. This happens only if your ServiceMax admin has enabled automatic calculation of estimated line prices and also configured a price book for Work Order estimates. If the feature is not activated or if no price book is configured for Work Order estimates, the price you entered on the screen is saved.
◦ If you select the record type as Request/Receipt:
▪ Enter the name of the product or use the lookup to search and select the product. Optionally, enter the ID of the installed product or use Lookup to search and select the installed product.
▪ Enter the requested quantity. The quantity will be 1 if you are requesting a specific serial number.
▪ Enter the date on which the product is requested.
▪ Enter the name of your location, where you want the product to be delivered or use the lookup to search and select an existing location record. If a location record is not available, you can create a new location (recommended) or enter the address.
▪ Leave the receipt details section blank. See Creating Shipment Order from Work Order and Processing Parts Receipt on Work Order.
◦ If you select the record type as Usage/Consumption:
▪ Select Line Type.
▪ Depending upon the accountability requirements, select Service Team or Technician/Equipment in Log Against.
▪ If the usage/consumption is logged against a Service Team, enter the name of the Service Team or use Lookup to search and select the Service Team.
▪ If the usage/consumption is logged against Technician/equipment, enter the name of the Service Team member or use Lookup to search and select the Technician/equipment.
▪ If the Line Type is Parts, enter the name of the product or use Lookup to search and select the product. Optionally, you can enter the ID of the installed product used or use Lookup to search and select the installed product.
▪ If the Line Type is Time, enter the start date/time and end date/time.
▪ If the Line Type is Expenses, select the expense type.
▪ Enter Actual Quantity and price. Quantity is context-sensitive depending upon the line type you have selected. For example, when you record Time usage, the quantity may be the number of hours.
▪ Enter the work description or additional information about the consumption in the Reference information field.
4. Click Save.
 |
A Work Order can have an unlimited number of work details. Repeat the above steps for each record to be added to the Work Order. You can also click Save & New after creating a new work detail record.
|