A work order can also be quickly created from within a project. This help desk article quickly shows how to do that. Once the work order is created, you can continue with the help desk article on how to create a work order manually.
Step 1: Open the project
In IAMD. ERP to the project to which you want to add a work order. Open the detail page of this project.
Step 2: Go to the 'Work orders' section
Click on the blue button at the bottom of the toolbar to add a new work order.
It will automatically be linked to the correct customer and project.
From here, all subsequent steps for formatting the work order are the same as preparing a work order manually. For detailed instructions on these steps, please refer to our help desk article on manually creating a work order.
If you have any questions after reading this help desk article, please do not hesitate to contact us at [email protected].