Send, confirm, complete or cancel workorder

Outside of viewing and editing workorders, you can take other actions from the center.

Send a Workorder

  1. Go to Inventory > Ordering Center > Workorder Center.
  2. Select a workorder record.
  3. Click Action.
  4. Click Send Workorder. The Send Workorder dialog box opens.
  5. Click Send Email to send an email to the vendor.
  6. Enter the emails in the To field, separated by a comma. Do not leave any spaces between the common and each successive email.
  7. 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.
  8. 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.

  9. Optional: In the Additional Message box, type a custom message to include in the email.
  10. Click Apply. The workorder is sent.

Confirm a Workorder

  1. Go to Inventory > Ordering Center > Workorder Center.
  2. Select a workorder record.
  3. Click Action.
  4. Click Confirm Workorder. The Confirm Workorder confirmation box opens.
  5. Click Apply to confirm or Cancel to exit.

Complete a Workorder

  1. Go to Inventory > Ordering Center > Workorder Center.
  2. Select a workorder record.
  3. Click Action.
  4. Click Complete Workorder. The Complete Workorder confirmation box opens.
  5. Click Apply to complete or Cancel to exit.
  6. If you want to update the Inventory Record, Select the Details tab > View Inventory. The related Inventory Record opens in Inventory Management.
  7. Click Edit to update the Inventory Record.

Cancel a Workorder

  1. Go to Inventory > Ordering Center > Workorder Center.
  2. Select a workorder record.
  3. Click Action.
  4. Click Cancel Workorder. The Cancel Workorder confirmation box opens.
  5. Click Yes to cancel or No to exit.