Creating work orders

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To register a customer’s request for work or services, create a work order. You can create a work order from scratch or generate it based on a quotation or RMA request. A generated work order has prefilled details and a link to the source document. This saves your time on data input and ensures the work order traceability.

When you create a work order from scratch, it is enough to specify only the customer name and general request description. You can add other details later.

To create a work order:

1. Do any of the following:
   • To generate a work order based on a source document, select or open the source document. Then, click Generate > Work order.
   • To create a work order from scratch, go to Service and under Services, click Work orders. Then, in the Work orders list, click Create.
2. On the Main tab, specify general details of the customer request. Use any of the following options:
   • To fill in details automatically from the base document, click next to the Base document field. This fills in such details as Customer, Contract, Company, Equipment and Serial number (if the base document is an RMA request), and document currency .This option is only available if you specified a base document in the general details.
     Review and edit the filled in details if necessary. Then, fill in Work description manually.
   • Fill in the details manually:
     • Customer. A customer that made a request for work or services.
     • Work description. General description of the customer's request.
     • Other details as necessary. For details, see Main tab.
       
3. On the Work and services tab, in the work and services section specify work items or services to perform for the work order. Use any of the following options:
   • To add work items or services that make a bundled service, in the Bundled services field, select a bundled service. All work items and services of the bundle are populated to the tab. Review and edit their details if necessary.
   • To select work items or services from the Products catalog, click Select. Then double-click a work item or service, specify its quantity and price, and click OK. Repeat this to select as many work items or services as you need. Then, click Select. All the selected work items and services are populated to the tab. Review and edit their details if necessary.
   • To add work items or services manually, click Add and fill in the details of a work item or service. For the details, see Work and services section.
   On step 2 you might specify a quotation as a base document and populate its details to the work order. In this case, the Work and services tab is prefilled with services or work items from that quotation. Review and edit their details if necessary.
   When you specify a work item, 1C:Drive might automatically detect and fill in the default bill of materials (BOM) for that item. In this case, the materials are populated to the Inventory consumption section. If some of the materials are marked as Goods for sale, they are populated to the Goods for sale tab.
4. If work items are specified in step 3: On the Work and services tab, in the Inventory consumption section, specify the materials required to complete the work items and not charged to the customer's account. Use any of the following options:
   • To import materials from a single BOM, in the work and services section, select a work item with a bill of materials specified. Then, in the Inventory consumption section, click Fill inventory and select According to BOM of current work. This populates the work item's materials to the Inventory and consumption section. Review and edit their details if necessary.
   • To import materials from multiple BOMs, in the Inventory consumption section, click Fill inventory and select According to BOM of all works. This populates materials for all work items with BOM specified, but only the materials for the currently selected work are immediately shown. To view the materials populated for another work item, select that item in the work and services section. Review and edit the details of the materials if necessary.
   • To select materials from the Products catalog, click Select. Then double-click a material, specify its quantity and price, and click OK. Repeat this to select as many materials as you need. Then, click Select. All the selected materials are populated to the Inventory consumption section. Review and edit their details if necessary.
   • To add materials manually, click Add and fill in the details of the material. For the details, see Inventory consumption section.
   • To find materials by barcode, click .
   When you specify materials for a work order, you can reserve them for that work order. For details, see Reserving materials for work orders.
5. On the Goods for sale tab, specify the materials required to fulfill the work order and charged to the customer’s account. Use any of the following options:
   • To import materials from the BOMs specified on the Work and services tab, click Fill inventory and select According to BOM of all works. This populates materials included in the BOMs and marked as Goods for sale.
   • To select materials from the Products catalog, click Select. Then double-click a material, specify its quantity and price, and click OK. Repeat this to select as many materials as you need. Then, click Select. All the selected materials are populated to the tab. Review and edit their details if necessary.
   • To add materials manually, click Add and fill in the details of the material. For the details, see Goods for sale tab.
   • To find materials by barcode, click .
   On step 2 you might specify a quotation as base document and populate its details to the work order. In this case, the Goods for sale tab is prefilled with inventory items from that quotation. Review and edit their details if necessary.
   When you specify materials for a work order, you can reserve them for that work order. For details, see Reserving materials for work orders.
6. On the Customer's inventory tab, specify materials provided by the customer for the work order fulfillment. Use any of the following options:
   • To select materials from the Products catalog, click Select. Then double-click a material, specify its quantity and price, and click OK. Repeat this to select as many materials as you need. Then, click Select. All the selected materials are populated to the tab. Review and edit their details if necessary.
   • To add materials manually, click Add and fill in the details of the material. For the details, see Customer's inventory tab.
   • To find materials by barcode, click .
7. On the Assignees wages tab, specify the assignees responsible for completion of work items and the hours that they spend on these work items.

   Note. The Assignees wages tab is available only if the Enable Payroll subsystem checkbox is selected in Settings > HCM.

   To specify assignees, use any of the following options:

   • To assign a team of employees to a work item, select the work item, click Fill teams, select For current work, and then select a team.
   • To assign a team of employees to all work items, click Fill teams, select For all works, and then select a team.
   • To assign an employee, select Add and fill in the employee's details. For the details, see Labor assignment section.

   To specify hours that employees spend on work items, use any of the following options:

   • In the Hours worked field, enter the number of hours manually.
   • Click Allocate hours worked.
     This calculates hours worked and fills in the Hours worked field for each assignee in proportion to their labor proportion rate (LPR).
     The calculation formula is:
     Hours worked = Standard hours × (LPR of this assignee / Total LPR of all assignees)
8. On the Payment terms tab, specify the payment details of the work order.
9. On the Additional information tab, specify additional information about the work order.
10. Select Save.

A created work order has Open status and does not affect the accounting records. When you post the work order, 1C:Drive registers its data for accounting and reporting.

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