Work Order Execution

Data Model > Objects > Work Order Execution

Work Order is used to plan, execute and manage Service events for Field and Depot Service activities. Depending on the service scenario, the Work Order creation can be triggered by many events:

• When creating a Support Case

• When one or more installed products require periodic service or calibration

• When troubleshooting a customer problem in the field

• When the field service engineer learns that the product requires specialized conditions of a factory/depot to resolve the problem

• When a new/repair shipment to the customer requires specialized installation activity

In ServiceMax, Work Orders can be used to manage the entire service delivery process, including the following:

• Creating estimates and quotations

• Requesting and receiving parts

• Recording usage/consumption

• Closure and analysis

Work Order is also interchangeably referred to as Service Order in ServiceMax.

Topics:

• Work Order Access and Permissions

• Work Order Fields

• View and Manage SLA Clocks on a Work Order

• Multiple SLAs and Entitlement

• Dispatching a Work Order

• Create an RMA from a Work Order

• Work Order Estimate Fields

• Work Order Request/Receipt Fields

• Work Order Usage/Consumption Fields

• Adding Work Details to a Work Order

• Creating Usage Lines From Estimates

• Creating Quotations from a Work Order

• Canceling All Parts Requests in a Work Order

• Stock Lookup in a Work Order

• Create Shipment Orders from a Work Order

• Processing Receipts in a Work Order

• Process Bottlenecks in a Work Order

• Closing a Work Order

• Posting Usage/Consumption to Inventory

• Creating a Proforma Invoice

• Canceling a Proforma Invoice

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