Send, confirm, complete or cancel workorder
Outside of viewing and editing workorders, you can take other actions from the center.
Send a Workorder
- Go to Inventory > Ordering Center > Workorder Center.
- Select a workorder record.
- Click Action.
- Click Send Workorder. The Send Workorder dialog box opens.
- Click Send Email to send an email to the vendor.
- Enter the emails in the To field, separated by a comma. Do not leave any spaces between the common and each successive email.
- Enter emails in the CC and BCC text boxes, separated by a comma. Do not leave any spaces between the common and each successive email.
- If applicable, select any or all of the following options:
- Update Status
- CC myself*
- CC Managers*
- CC Approves of Request*
- Include Action Details*
- Include Summary Comment*
Include PDF - attaches a PDF copy of the workorder in the email
- Include Attachments
Note: *These email options are available through configuration. Contact support cimpl-support@uplandsoftware.com to know more.
- Optional: In the Additional Message box, type a custom message to include in the email.
- Click Apply. The workorder is sent.
Confirm a Workorder
- Go to Inventory > Ordering Center > Workorder Center.
- Select a workorder record.
- Click Action.
- Click Confirm Workorder. The Confirm Workorder confirmation box opens.
- Click Apply to confirm or Cancel to exit.
Complete a Workorder
- Go to Inventory > Ordering Center > Workorder Center.
- Select a workorder record.
- Click Action.
- Click Complete Workorder. The Complete Workorder confirmation box opens.
- Click Apply to complete or Cancel to exit.
- If you want to update the Inventory Record, Select the Details tab > View Inventory. The related Inventory Record opens in Inventory Management.
- Click Edit to update the Inventory Record.
Cancel a Workorder
- Go to Inventory > Ordering Center > Workorder Center.
- Select a workorder record.
- Click Action.
- Click Cancel Workorder. The Cancel Workorder confirmation box opens.
- Click Yes to cancel or No to exit.