Configuring automatic creation of work orders

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
  • You can enable automatic creation of work orders from Order Management for Telecommunications, Media, and Technology to Field Service Management. Work orders are created for domain orders and order tasks. To configure the automatic creation of work orders, configure the decision tables in the decision builder.

    Customer orders have multiple order line items that have multiple domain orders, such as product orders, service orders, resource orders, and order tasks. For automatic creation of work orders for a domain order, the conditions are specified in the Work Order Policy for Domain Order decision table. For the automatic creation of work orders for order tasks, the conditions are defined in the Work Order Policy for Order Task decision table.

    After an order is approved by the manager, a work order is automatically created if the conditions that are defined in the decision builder are met. If required, the manager can also select Create Work Order to create a work order manually. The work order template in the decision table pre-populates the fields of the automatically created work order.

    Configure work order creation for a domain order

    Add a condition in the decision tree for automatic creation of work orders for domain order. The conditions are specified in the Work Order Policy for Domain Order decision table.

    Before you begin

    Role required: admin

    About this task

    Customer Orders have multiple order line items that have multiple domain orders, such as product orders, service orders, resource orders, and order tasks. For automatic creation of work orders for a domain order, the conditions are specified in the Work Order Policy for Domain Order decision table. For conditions not defined in the decision table, the manager can select Create Work Order to create a work order manually. The work order template in the decision table pre-populates the fields of the automatically created work order.

    Procedure

    1. Navigate to All > Decision Builder.
      You can view all the decision tables.
    2. Select the Work Order Policy for Domain Order decision table.
    3. In the Specification column of the conditions section, select the service package to set a condition.
    4. Select an action from the Domain Order Action list.
    5. Select a template for the condition in the WO Template column.
    6. Select Save.

    Result

    A condition is added in the decision table. If this condition in the decision table is met, a work order is automatically created for a domain order. For more information on decision tables, see Decision Builder.

    Configure work order creation for order task

    Add a condition in the decision tree for automatic creation of work orders for order tasks. The conditions are specified in the Work Order Policy for Order Task decision table.

    Before you begin

    Role required: Administrator

    About this task

    For the automatic creation of work orders for order tasks, the conditions are defined in the Work Order Policy for Order Task decision table. After an order is approved by the manager, a work order is automatically created if the conditions are met that are defined in the decision builder.

    Procedure

    1. Navigate to All > Decision Builder.
      You can view all the decision tables.
    2. Select the Work Order Policy for Order Task decision table.
    3. In the Specification column of the conditions section, select the service package to set a condition.
    4. Select Add for Domain Order Action.
    5. Select a Request type for the order task in the Request Type column.
    6. Select a template for the service package in the WO Template column.
    7. Select Save.

    Result

    A condition is added in the decision table. If this condition in the decision tree is met, a work order is automatically created for an order task. For more information on decision tables, see Decision Builder.