Generate work orders

Create work orders for the schedule occurrence either manually or by configuring an automated job.

When a work order and its associated tasks are generated, the start and end dates are set considering the lead time and earliest start date mentioned in the schedule.

If a lead time is set in the schedule associated with the schedule occurrence, it affects when work can start. Earliest Start Date of the schedule occurrence is calculated by subtracting the lead time duration from Requested By date (Requested Due By – Lead Time). For example, if Requested By is 25 February 2026 and the lead time is 4, Earliest Start Date is set to 21 February 2026.

When the work order is generated, the dates are set as follows:

• Scheduled Start is set to the schedule occurrence’s Earliest Start Date (with lead time adjustment).

• Requested Due By is set to the schedule occurrence's Requested Due By date.

• The Window start and Window end dates for the associated work order tasks are auto populated with the schedule occurrence's Earliest Start Date (with lead time adjustment) and Requested Due By dates.
• If the Scheduled Start and Requested Due By of a work order are identical, by default, the Window start duration of the associated work order task is set to one hour prior to the Requested Due By duration.

Note:

• When grouping of work orders is enabled, a single work order is generated for a group of schedule occurrences. The parent work order contains details of the individual work orders and their corresponding tasks.
• The related list Work Plan Task Group Items is added to the corresponding tasks that provides the details of all the tasks of the grouped work order.

To run a scheduled job to generate work orders, see Run a scheduled job to execute a planned work schedule.

To generate work orders manually, see Generate work orders for schedule occurrences.