Work Order
Represents operational, maintenance, repair, installation or service work.
The Work Order business object represents operational, maintenance, repair, installation, or service work. It provides a central place to track the customer, work type, schedule, priority, asset, location, assignment, status, and notes.
Description
Use the Work Order object to plan and manage work that needs to be performed for a customer or internal operation. It can connect the work order to a customer, identify the related asset and location, assign responsibility, track scheduled and due dates, and monitor progress through completion.
Included Fields
Work Order
- WO ID
- Work Type
- Status
- Priority
Customer
- Customer Reference
- Customer Name
Work Details
- Asset
- Location
Schedule
- Scheduled Date
- Due Date
Assignment
- Assigned To
Other
- Notes
Common Uses
- Maintenance Work: Track planned and corrective maintenance work.
- Repair Work: Manage repair activities for equipment or other assets.
- Service Work: Coordinate customer service and field work.
- Installation Work: Track installation activities and assigned responsibility.
- Work Scheduling: Maintain scheduled dates, due dates, priorities, and status.
Related Business Objects
Operations
Assets
Documents
Included Features
- Automatic Work Order ID generation
- Work order status tracking
- Priority tracking
- Work type selection
- Customer reference
- Customer name lookup from the referenced Customer
- Asset tracking
- Location tracking
- Scheduled date tracking
- Due date tracking
- User assignment
- Rich text notes