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When Work Orders are created for PM Actions, either via the ‘Generate Work Order’ option on the PM Action page or through Calendar Generation, the resulting Work Order does not retrieve or display the Customer and Service Contract information from the originating PM Action.

 

 

Currently, this information is only transferred to the Work Task level.

 

 

As explained by R&D, this behavior is by design, since the PM Grouping function allows the creation of a single Work Order that may include multiple Customers and Service Contracts. However, we would like to request an enhancement from R&D to improve this logic so that when no grouping across multiple Customers and/or Service Contracts is involved during Work Order creation (from PM Actions), the system should fetch the Customer and Service Contract information directly from the related PM Action.

Hi ​@Yuwin 

It would be greatly appreciated if you could post this concern on the idea wall and doing so will help ensure that the Product Development team considers it for future releases.
And people can upvote this as well.

 

Best Regards,
Roshan

Hi ​@Yuwin 

 

There will be several service contracts available on the work order page if the object is connected to several contracts.

However exact contract ID should fetch in both work order and work task, which the PM action is created from that specific service contract. I think this is how this issue should be corrected. I’m suggesting creating a ticket IFS support team, to correct this issue. Not as an enhancement.

 

Regards,

Thilina.

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