Service work order creation

A service work order is created from a sales order when there are service lines associated with the product.

The creation of a work order does not change the status on the order and is allowed for order lines that have not yet been scheduled. Each work order relates to a single order line. However, you cannot include a work order for order lines that are completely shipped or cancelled. Keeping this consideration in mind, any number of provided service, delivery service, and product lines can be added to a work order.

Additionally, certain items can be configured as service tools that can be added to work orders. Typically, those are items that are used by service resources to perform the necessary tasks on the work order, for example a ladder, or a tool kit.

The following validations performed at work order creation:

• All provided service lines should have the same unit of measure.
• If the work order is a delivery service order without any provided service lines, all of the service lines should have the same unit of measure.
• The Products To Be Delivered option can only be set for provided service or delivery service work orders.
• All the lines that are included in the work order should have the same shipping (Ship To) address.