How do I create a Work Order from a Service Contract?
Follow these steps to create a Work Order from a Service Contract record:
- Log in to the CRM.
- Click the Main Menu.
- Go to Help Desk> Agent Enablement.
- Click Service Contracts. The List View opens.
- Select the desired Service Contract record for which you need to create a Work Order. The Summary View opens.
- Click More(three dots) on the top right corner of the screen.
- Select Work Orders. A What do you want to do? Window opens.
- Select Create Work Order. A Creating Work Order window opens.
- Enter all the necessary details.
- Click Save.