User Instructions for Creating a Work Order Manually

This guide walks you through the steps to create a work order manually in Microsoft Dynamics 365 Business Central.

Step 1: Open the Work Orders List

Navigate to the Work Orders page. You can do this by selecting it from the menu or searching for “Work Orders.”

Step 2: Start a New Work Order

  1. Once on the Work Orders page, click on New to create a new work order.
  2. The system will open a new form for the work order.

Step 3: Fill in the Equipment

  1. Click on the field labeled Equipment Object (the system highlights this field).
  2. If you’re selecting equipment:
    1. Click the Lookup button or select it from the dropdown menu.
      1. A list of equipment objects will appear.
      2. Select the desired equipment from the list.
      3. Click Ok to confirm your selection.
  3. If a customer has been assigned to the Equipment Object. this information will populate the work order. If no customer populates the field, review Step 4 for selecting a customer for the work order.

Step 4: Choose the Customer

  1. Click the Sell-to Customer No. field.
  2. Begin typing the name or number of the customer you wish to associate with the work order.
  3. If a list appears, select the customer from the options displayed.
  4. Click Ok to confirm.
  5. If the Sell-to Customer No. is entered before selecting an equipment object, Step 3 will need to be performed.

Step 5: Add Branch Information

  1. Locate the Branch field in the form.
  2. Enter the appropriate branch name or identifier (e.g., “ATL”).

Step 6: Enter Department Information

  1. Click on the field labeled Department to highlight it.
  2. Fill in the department details based on the work order requirements.

Step 7: Additional Information

  1. Click the Service Description field (e.g., “Reason for Work Order”).
  2. Enter a brief explanation or description of the service required (e.g., “will not start”).

Step 8: Save and Close

  1. After completing all required fields, review the information for accuracy.
  2. Close the page by clicking Close or selecting the appropriate option to save the work order.

Step 9: Return to Work Orders

Once the form is closed, you’ll be redirected back to the Work Orders page. Your new work order should now appear in the list.

You have successfully created a new work order!

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