Create Work Tasks for Work Order

Explanation

This activity is used to create a work tasks for a work order which is connected to a service quotation.

Prerequisites

• The service quotation must be in the Under Preparation status.
• A work order should be created or connected with all the necessary information within the service quotation.

System Effects

As a result of this activity, a work task connected to the work order is created within the service quotation scope.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Work Orders and Tasks
Service Quotation/Work Orders and Tasks/Work Tasks

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. On Work Orders and Tasks tab, expand the tree navigator on the left pane and click on a work order.
3. On the Work Order tab populated, select the Work Tasks tab.
4. Create a new record, enter Description and other information are fetched from the work order.
5. Change Maint. Org Site, Maint. Org, Object ID and Work Type using the respective List of Values if necessary.
6. Save the information (F12).