Main tab

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A work order is a customer’s request for work or services. A servicing company handles the request according to the agreed pricing terms.

In a work order, the Main tab contains general details including customer, servicing company, work description, and pricing terms.

To learn more about the Main tab fields, see the following table:

Field	Description
Lifecycle status	Indicates work order processing step. For details, see Monitoring and changing work order statuses.
Date completed	The date when a work order is completed. On this date, the work order's materials from the Inventory consumption section are recorded as consumed. This means one of the following: Materials are recorded as expenses. This applies if the Register expense checkbox is selected or if the Consumption GL account has Account type set to Administrative expenses or Other expenses (allocation to Income summary accounts). Materials are recorded as indirect product costs. This applies if the Consumption GL account has Account type set to Manufacturing overheads. Materials consumption is recorded as other consumption instead of expenses or indirect product costs. This applies if the Register expense checkbox is cleared or if the Consumption GL account has Account type other than Administrative expenses or Other expenses (allocation to Income summary accounts), or Manufacturing overheads. The field is enabled when a work order's Lifecycle status is set to Completed (or any other status based on the Completed process state).
Customer	A customer that a work order is created for. The customer list is based on the Counterparties catalog filtered by counterparty with the Customer account type. If required, you can clear the filter to view the full list of counterparties.
Contract	The customer’s contract. When you specify a contract, its billing details apply to a work order. This prefills the work order's Prices and currency settings (such as prices, discounts, and currency) and payment terms. It is available if Contract management method is set to Manual in the customer's card.
Equipment	The equipment that needs working on or servicing. The equipment list is based on the Products catalog filtered by product with Inventory product type.
Serial number	The equipment serial number. It is used for tracking the equipment by serial number. You can specify it if serial number tracking applies to the equipment (the Serial numbers checkbox is selected on the equipment card). The field is available if the Use product serial numbers checkbox is selected in Settings > Purchases / Warehouse.
Base document	The source document for a work order (such as an RMA request). This field is prefilled if you generate a work order from another document. It is recommended that you edit this field only if you are creating a work order from scratch. After you select a base document, you can click to populate its data to the work order.
Number	A work order ID. It is automatically generated when you post the work order. You can edit it. You can find work orders by ID in the Work orders list.
Date	Date of the work order's register records. By default, it is the date of the work order creation.
Company	The company that processes a work order. The company list is based on the Companies catalog. This field is available if the Manage multiple companies checkbox is selected in Settings > Company.
VAT ID	The VAT identification number of the specified company. This field is available if both of the following conditions are met: The company’s accounting policy states that the company is registered for VAT (the Registered for VAT checkbox is selected on the Finance tab). Multiple active VAT IDs are specified on the company's card.
Spare parts warehouse	A warehouse that provides spare parts the customer pays for. The warehouse list is based on the Warehouses catalog.
Inventory warehouse	A warehouse that provides materials a customer does not pay for. The warehouse list is based on the Warehouses catalog.
Worksite	A location where work is performed or service is provided. One of the following: Company's site Customer's site
Location	A worksite address. The worksite address list is based on the Shipping addresses catalog. The field is available if you set Worksite to Customer's site.
Prices and currency	A link to the settings specifying the price type, promotional code, discount, currency, and tax that apply to a sales invoice. These settings are applied to fill in prices, predefined discounts, tax, and amounts for the products included in the work order. By default, the settings are populated from the billing details of the specified customer. You can edit them.
	An icon for applying a discount card to a work order. Click the icon, specify the discount card details, and click Finish. This applies discounts to the work order amount. The icon is available if the Discount cards checkbox is selected in Settings > Sales.
	A icon for specifying a promotional code for a work order. Click the icon, then, in the displayed dialog, specify a promotional code name and click OK. 1C:Drive searches for an active promotional code by the specified name. If the promotional code is found, it is populated to the Prices and currency settings. You will also see its name in the link to these settings. Then, to apply the promotional code, click the Apply discounts button on the Work and services or Goods for sales tab (depending on the items that the promotional code is applicable to). This applies the discount the promotional code is associated with. For details on how to use promotional codes, see Using promotional codes. The icon is available if the Use promotional codes checkbox is selected in Settings > Sales.
Start	The planned start date of a work order.
Finish	The planned completion date of a work order.
Work description	The description of ordered work or service.
Terms	The conditions applied to the work or service.

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