How to Create a WO for Multiple Asset Types

A category field has been added to the Add Asset record, allowing you to choose a different type of Asset. To add multiple asset types to a work order, do the following:

  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

See Also

Work Order Standard

Work Orders Header Data

WO Tab

Location Tab

Assets Tab

List and Events Tab

Tasks and Resources Tab

Routing Tab

Costs Tab

Billing Tab

Related Tab

Requests and Tracking Tab

Links Tab

Custom Tab

Comments Tab

Toolkit Functions

How to Create a WO

How to Create a WO from a WO

How to Edit a WO