A Workorder for items can be generated in multiple ways including:

  • Using the Actions menu on an Item view page
  • Using vertical ellipses on the end of a row in the Orders > Items tab
  • Using the Workorder button

To generate a workorder from the Item view page:

Step      Action

  1.        From the Item View page, hover the mouse over the Actions menu and select 

            {Workorderfrom the drop-down.


  

     A modal window will open for selecting a workorder document.


 

  2.      Select the workorder to be generated by clicking on the image. The workorder will open 

           in a separate tab.


 


To generate a workorder using vertical ellipses:

Step     Action

  1.       Hover over the vertical ellipses of an item and select {Workorder} from the drop-down.


 

           A modal window will open for selecting a workorder document.

 

  2.      Select the workorder to be generated by clicking on the image. The workorder will open 

           in a separate tab.

 


To generate multiple workorders:

Step     Action

  1.       Select items by checking box on the left-hand side of the item number. 




  2.      Select {Workorder}. A modal window will open for selecting a workorder document.


  3.      Select the workorder to be generated by clicking on the image. A separate tab will open 

           with multiple workorders.