Dynamically determining work order type

The work order type, either Provided Service (PS) or Delivery Service (DS), is automatically determined based upon what types of lines are present on the work order. This determination can occur at order creation or during a change in the work order.

Work order type is based on the following logic:

• A work order is considered to be a PS work order if there is at least one PS line present.
• A work order is considered to be a DS work order if all the lines present are DS lines.

The work order type can be switched dynamically when lines are added or removed from the work order. For example, on a PS work order that contains both PS and DS lines, removing all of the PS lines results in the work order becoming a DS work order.

Because updating the work order type changes the item group code, the following information is also be updated automatically:

• Service Item Group Code
• Required Capacity
• Capacity Unit of Measure
• Complexity level

The resource pool for the work order appointment is also updated upon a work order type change.

If the Resource Pool was manually passed on the appointment, the appointment must be retaken manually after a work order type change.