Copy a part requirement

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Copy a part requirement to quickly create another, similar part requirement.

    Before you begin

    Role required: wm_agent, wm_qualifier, wm_dispatcher, wm_admin, or qualifier combination role

    Procedure

    1. Navigate to All > Field Service > Work Order > All Work Orders.
    2. Open a work order.
    3. Open a work order task that is not in Closed or Cancelled state.
    4. Click Source.
    5. In the Source Work Order list, right-click on a work order part number and select Copy Part Requirement.

      This action copies the part requirement information to the clipboard.

    6. In the Source Work Order list, right-click on a work order task number and select Paste Part Requirement.