Copy a part requirement

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 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 list on the left, 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 list on the left, right-click on a work order task number and select Paste Part Requirement.