We are currently using Apps 10 Upd 18.  All of our techs utilize mWO Service 10.  We were about to start the process of implementing Work Task Templates to a large scale to standardize our services and quotations.  However, in early testing, it was discovered that we are only given the opportunity to add a single work task template to a quotation while using mWO.  After that, we are able to add additional “raw” work tasks, but never a work task template.

This severely limits our ability to go this route.  If we could add multiples, we would be able to keep the individual templates relatively basic services for example Replace Belts, Replace Coolant, Replace Water Pump, etc.  For each of those, the techs would add whichever ones they want and move on.

With this limitation in mind though, we would need to create Work Task Templates with multiple Work Lists on them in varying combinations.  This will force us to create a higher quantity as well as a higher complexity of templates, while still likely missing certain scenarios.

First, if there is something we are missing somewhere, and we do in fact have this ability, please let me know.  If not, and this is a system limitation, I would at least like to know that this is possible in Cloud as we are now starting this process even though we are about 1.5 years away from go-live on that.