Method:Classic General Q&A

Re: making workorders from cases

John M — Wed, 27 Jul 2011 20:14:14 GMT

Hi Michael,

Ok it works. Turns out the status of the work order has a defult of completed. Will have to change that.

Thanks, John M

Re: making workorders from cases

Method_Michael — Wed, 27 Jul 2011 19:55:05 GMT

Hi John,

You should still be able to do that. When you are editing a case in the Case Dialog & New / Edit Activity tab section you should be able to choose Work Order for the Activity Type.

-Michael

Re: making workorders from cases

John M — Wed, 27 Jul 2011 19:34:56 GMT

Hey Michael,

From the old CRM, I was making up cases for everything from customer questions to internal issues. When i created a activity for a case, i would choose Work Order. A work order woud then appear in Field Services. Thats what im looking for unless there is a new way of creating work orders.

Thanks, John

Re: making workorders from cases

Method_Michael — Wed, 27 Jul 2011 19:12:32 GMT

Hi John,

A 'Work Order' is essentially just an activity with the type Work Order. How were you previously creating a Work Order from a case?

-Michael

making workorders from cases

John M — Wed, 27 Jul 2011 18:46:19 GMT

Greetings,

Method CRM Pro> Cases> Edit Case> Case Dialog New/ Edit Activity.

I I use to be able to make work order from a case but it dosent seem to be working unless there is a new way of preforming this.

John M