First retrieve the Request in Request
Management.If you do not know how
to search for Requests, see the section of this chapter titled How to
Search for Requests.
Go to the Work Order section and click
the button to create a new Work Order.
The new Work Order is opened in Work
Order Management.
Many of the fields will default to
values defined for the Request Type.
You may enter a description of work in
the Description memo field.
Go to Request Types section.If the Fee Type is not correct, change
it.
If the Fee Type is set to “Item
Pricing” enter the billable service items in the Service Items section.
Quantity Limit is the estimated
quantity which is used to estimate the total cost of the Work Order to be
approved by the customer.Quantity
Used is the actual quantity which is entered once work begins.
If there are Products, enter them in
the Product Items section.
Select Billing Options
You may enter scheduled start and end
dates in the Calendar section.
If the customer has approved the Work
Order, enter the customer’s Contact ID that approved the work along with
the Approval Date in the Approved section.
Click the button.
If you want to print a copy of the
Work Order click the button.
