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Workorder and Activities

Last post 03-11-2011 8:43 AM by Method_Michael. 3 replies.
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  • 03-10-2011 11:24 AM

    Workorder and Activities

    Good Morning,

    I understand that when i create a work order that Method creates a activity.  The proplem that i am having is when i complete the work order the activity does not close. Is this suppose to happen?

    John M

  • 03-10-2011 12:14 PM In reply to

    Re: Workorder and Activities

    Hi John,

    In Method an Activity is a Work Order they are one in the same, the only difference is that Activities that are work orders are assigned the type "Work Order".  Can you give me some steps of the process you are going through?

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 03-10-2011 12:26 PM In reply to

    Re: Workorder and Activities

    Michael,

    I created recurring work orders for my weekly lawn mowing jobs and to my surprise they are in Sales Orders-Activities section as well. When I complete the weekly work orders in the Fieldservices-Workorder section, the Activity is still marked as In Progress.

    UPDATE:

    Ok Lets use this example.  Activity number 251 shows in the Sales Center-Activity as a pending work order but in the Field Services-Workorder list i cant bring up a work order of 251.

    John M

    John M

     

  • 03-11-2011 8:43 AM In reply to

    Re: Workorder and Activities

    Hi John,

    I would take a look a at the forum post found here. Let me know if that clears things up for you. Smile

    -Michael.

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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