Create objects from a work order

Create a new object while working in a BackOffice work order.

You can create an object directly from a work order.

This is useful when you discover a new asset while planning or processing work.

The new object is created in context.

That makes it easier to link the object to the right customer and work order.

Open an existing work order in the BackOffice.

Go to the object tab or object section on the work order.

Choose the option to create a new object.

If available, start from a template.

Check the customer.

Then enter the object code, description, and any extra details.

Save the object.

It is then linked to the work order.

Is the customer filled in automatically?

Usually yes.

The work order context helps prefill the customer.

Can I add more than one object to a work order?

Yes.

A work order can contain multiple linked objects.

Can I still edit the object afterward?

Yes.

You can open it later and update the details.

Last updated 3 months ago

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