Create a work order

A work order indicates the task assigned by a customer to produce some quantity of an item on or before a due date. You can also create work orders for internal use, such as restocking inventory for an item that can be later used as a component for another item.

You can also create a work order from a process. Processes are templates for work orders. All entities, step groups, steps, BOM, folders, data log and certifications linked to the process becomes a part of the new work order. For more information on creating a work order from a process, see Add files and web pages to a work order.

Create a work order

1. Do one of the following:

   • Right-click in the Work Orders and Jobs workspace tab and on the context menu click New Work Order.

   • On the ribbon, go to the Home tab and on the New menu click New Work Order.

   The New Work Order tab appears.

2. In the Properties window, complete the property settings. See Work order properties.

3. Save the changes.

4. Close the New Work Order tab.

5. The work order is added to the grid in the Work Orders and Jobs workspace tab.

You can modify the properties of an existing work order in the Properties window.