Creating Work Order from Case
To create a Work Order from a Case:
1. Open the Case record from which you want to initiate a new Work Order.
2. Click Create Work Order. The New Work Order window is displayed.
3. Select the Record Type of the Work Order. The Record Type field appears if the Work Order types are defined and available to you.
4. Enter the Order Type, Billing Type, and Problem Description. These are defaulted and/or copied from the Case.
5. Click Save.
When the work order is created, you will be redirected to the newly created work order record.