How To Create a WO for Multiple Asset Types

A Category field has been added to the Add Asset record, allowing the user to choose a different type of asset.

To add multiple asset types to a Work Order:

  1. In the assets grid in the work order, Right-click and select Add Record.

    multiple assets

  2. Your Asset Record will open up.

    Note: There is now a category tab on the Asset Record.

    Asset Record_Multiple

  3. Click Category to choose the asset type and click OK. Fill in the rest of the asset record and save.

    Category_Multiple Assets

  4. Repeat steps 1-3 to add more assets.

    Asset Tab_Multiple