The Work order Details tab provides appointment, resource pool, and service line
information about a single work order. To get to the Details, search for a work order and click a
search result for a specific record.
Summary
Description of fields
| Field |
Description |
| Work order number |
The work order number. |
| Enterprise |
The enterprise that is associated with the work order. |
| Node |
For delivery services: The node from where the delivery is made.
For provided services:
The node that is responsible for the management of the resource pool capacity. |
| Order number |
The order number that is associated with the work order. |
| Provider organization |
The provider organization to which the node belongs. |
| Service item group |
The service item group code associated with the order. For
example, Provided Service represents that the work order needs a provided
service.
If the work order is designated as both a provided service
and a delivery service, the priority goes to the provided service.
|
| Status |
The status of the work order. Valid values:
- Work order created
- Work order completed
- Work order canceled
|
| Service complexity level |
The complexity level for this work order as defined by your business needs. |
| Supervisor ID |
The ID of the service supervisor. |
Service location
The location where the work needs to be completed.
Capacity information
Description of fields
| Field |
Description |
| Preferred resource pool ID |
The preferred resource pool to use for the work order. If the
work order contains both a provided service and a delivery service, only the provided service
resource pool options are available for selection.
|
| Preferred resource ID |
The resource ID associated with the preferred resource pool, if applicable. |
| Override requested capacity |
Indicates whether the requested capacity was overridden. |
| Requested capacity |
The capacity that is needed to complete the work order. |
| Allocated capacity |
The capacity that is allocated for the work order. This also represents the blocked capacity
when planning appointments. |
| Total weight |
The total capacity in terms of weight. |
| Total volume |
The total capacity in terms of volume. |
Execution details
Description of fields
| Field |
Description |
| Pre-call status |
The pre-call status. Pre-calling is required for appointments that are made for distant
dates.
You can make pre-calls closer to the service date to confirm
the appointment with the customer. For more information, see Setting up value-added services pre-call rules.
|
| Planning complete |
Indicates whether the work order planning is complete. |
| Multiple appointments |
Indicates whether the work order needs multiple appointments. |
| Canceled/Failed |
The number of appointments that were canceled or failed to complete. |
Open appointments
Description of fields
| Field |
Description |
| Sequence number |
The sequence number of the appointments. |
| Appointment |
The current appointment date and time. |
| Appointment overridden |
Indicates whether the appointment was changed. |
| Allocated capacity |
The allocated capacity for the appointment. |
| Resource pool ID |
The associated resource pool ID of the appointment. |
| Resource ID |
The associated resource ID of the appointment. |
| Appointment status |
The status of the appointment. Valid values:
|
Description of available actions
| Action |
Description |
| Cancel appointment |
Cancel an appointment without canceling the entire work order. For example, a customer is no
longer available on the scheduled appointment date. If the service is not needed and you want to
cancel the entire work order, then use Actions > Cancel order. |
Service lines
Description of fields
| Field |
Description |
| Item information |
The item ID and description. |
| Item group code |
The group code of the service item. For example, if the service is a provided service then
the item group code is Provided Service. |
| Required quantity |
The quantity needed to complete the service. |
Description of available actions
| Action |
Description |
| Add line |
Add a provided service or delivery service to the work order. |
| Remove line |
Removes a service from the work order. Click the overflow menu  to access Remove line. |
Products being delivered
Description of fields
| Field |
Description |
| Item information |
The item name and description. |
| PC |
The item's product class. |
| UOM |
The item's unit of measure. |
| Required quantity |
The item quantity that needs to be delivered as part of the service. |
| Delivered quantity |
The actual quantity that was delivered as part of the service. |
Description of available actions
| Action |
Description |
| Add line |
Add a product to deliver to the site as part of the work order. |
| Remove line |
Removes a product from the work order. Click the overflow menu to access Remove line. |
Work order level actions
Description of available actions
| Action |
Description |
| Cancel order |
Cancel the work order. |
| Place order hold |
Prevents a work order from being completed or scheduled. |