Work Orders

Work orders can be created to manage the work and related costs for assets and locations. You can associate customers with work orders and specify the associated assets, locations, plans, service level agreements, customer agreements, and price schedules that are specific to the customer.

When you create work orders, you initiate the maintenance management process and create a historical record of the work that is requested and completed. Work orders specify the tasks, labor, materials, services and tools that are needed to complete the work.

Many work orders are created in the Work Order Tracking (SP) application, but you can create work orders in many other applications.

In the Work Order Tracking (SP) application, you can apply customer agreements and price schedules to one or more work orders. In the View Costs and Prices window, you can view referenced pricing agreements, quotes, and price estimates for the selected work order. If you want to create an estimate that applies to a work order and its child work orders, use the Create Estimate action from the More Actions menu. You can email the estimate to your customer by clicking Create Communication in the Customer Price Estimate window.

You can view a list of all bill batches for a work order in the View Customer Billing History window. Review details about the bill batch, customer agreement, copy status, prices, and costs.

When all work is completed on a work order, you can review it to ensure that all transactions are correctly recorded and the correct customer agreement is applied to the work order. You can set the bill line status of the work order before it is added to the customer bill. Setting the next bill line status also updates the bill line history record.