Create a Work Order From a Service Call

You can auto-create a work order from a service call entered in SM Call Handler.

This task assumes you have already created the call record; however, if you have not, create the call record prior to following the steps below.
You can create a work order from a service call at any time; you are not required to create the work order at the time you enter the service call.
  1. Open the SM Call Handler form.
  2. In the Call ID field, enter the service call for which to create a work order.
  3. In the Work Order field (New Work Order section), enter N, New, or + to auto-generate a work order number.
  4. In the Description field, enter a description of the work order.
  5. In the Work Scope field, enter a work scope or press F4 to select from a list of valid work scopes.
  6. In the Details text box, enter the details of the work order.
  7. In the Division field, enter the service center division for this work order or press F4 to select from a list of valid divisions for the specified service center. This will generally be the division that handles the type of work defined for the service call.
    Leave blank if no division applies.
  8. For existing customers only, if this work order applies to an agreement, use the Agreement field to enter the agreement or press F4 to select from a list of valid agreements for the customer.
    The agreement's current revision and description display in the Rev fields to the right.
  9. In the Priority field, enter the priority of the work order or press F4 to select from a list of priorities.
  10. For existing service sites only, in the Service Item field, enter the service item to which the work order applies. Press F4 for a list of valid service items for the specified service site.
  11. In the Call Type field, enter the call type for the work order or press F4 to select from a list of valid call types.
  12. In the Due Date field, enter the due date for the work order.
  13. In the Customer PO field, enter the PO number (provided by the customer) for the work order scope.
  14. Click Create Work Order.
The system creates the work order (in SM Work Orders), closes the call, and displays the Open Work Order button to allow accessing the new work order.
Note: When the work order is created, all fields are disabled except the Closed check box and the Notes tab. You can make changes to the Call Information (Caller Name, Caller Phone, and Details) if needed by deselecting the Closed check box; however, all other fields will remain disabled.