How to Create a Work Order or Purchase Order from Service Request?

Go to "**Tenant Management**" **dropdown** under "Administration" on the left navigation

Click on **"Service Request" under** "Tenant Management" dropdown

Search for a **Service Request** that needs **Approval**. Click on "**View Details**" icon.

On the Service Request/Details page, click on "**Assign**" under the Spanner and Screwdriver image

There are 2 ways to successfully Assign the Service Request to a Vendor. 1. **"Create Work Order" 2. "Skip Creating Work Order".** **Click on "Create Work Order"**

For Work Order Request, fill in the **required fields** with accurate information

Tick the boxes as per **requirement**

Click on **"TENANT INFORMATION"**

Fill the required fields under **"UNIT ENTRY LOG"**

Click on "**Browse**" to upload documents from the device

Click on "**Submit**"

On the "Current Status" it will appear as "**Assigned**"

To create a Purchase Order, on the Service Request/Details page, click on **"More Action" dropdown** on the top far right

Click on "**Create Purchase Order"**

The Purchase Order is generated and already contains the **basic saved information**. Scroll down

1. **Fill in the empty fields under Shipping Method, Shipping Terms, Ship Via, Delivery Date** 2. **Fill in the empty fields under "Item#", "Name& Description" "Unit Price" & "QTY"** 3. **Click on "+Add new line" to add more items with name, unit price and quantity**

**When the Unit price and Quantity is put, the Grand Total will appear here. Put a "Discount", "Tax %", "Shipping and Handling" & "Other" if applies, by clicking on the Blanks**

Once done, click on "**Submit**"