Create Service Order & Worksheet

This section describes how to create a new service order with a new worksheet.

To create a new service order with a new worksheet, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.

   

   Figure: planning board

3. Right-click in the planning board.
4. A context menu is displayed.

   

   Figure: Context menu in the planning board

5. Select the Create Worksheet option from the context menu.
6. A dialog window is displayed.

   

   Figure: Worksheet Wizard

7. Select a customer for the worksheet from the Customer drop-down list.
8. To create a new service order with a worksheet for a service item, enter the service item of the corresponding customer using the Service Item drop-down list and click New in the wizard.
9. The next step in the Worksheet Wizard is displayed.

   

   Figure: Create new service order via the wizard

10. Select a service order type.
11. Click Create.
12. The service order with worksheet is created and automatically inserted into the planning board with a period of 2 hours.

You have created a new service order with a worksheet. For more information on how you can change the time period of the service order or how to assign a service order to several resources, please refer to the chapter Schedule Service Order.