A work order in Dynamics 365 Field Service has information on what work needs to be done. Work orders are used to coordinate and schedule resources and activities. They can be used for different types of work, such as installations, repairs, or preventive maintenance.

A work order is often created from a case, anagreement, or an opportunity. It gets scheduled either manually, with theschedule assistant, or theResource Scheduling Optimization add-in. Once the work is complete, a supervisor reviews and approves it.

The system determines the work order's location by looking at a manually-enteredService address first, then the address from theFunctional location if set, then theService Address from the account.

Create a work order from the work order form and record list

1. In Field Service, change to theService area.

2. In theScheduling section, selectWork Orders.

3. SelectNew.

   

4. At a minimum, enter information in the following required fields.

   • ForService Account, select an account from the list orcreate a new service account.
   • ForWork Order Type, select a work order type from the list orcreate a new work order type.
   • ForSystem Status, selectUnscheduled.
   • ForPrice List, select a price list from list orcreate a new price list.
   • Iftaxes are enabled, choose if the work order isTaxable or not. If the work order isn't taxable, work order products and services aren't considered taxable either, regardless of the taxable setting on the product or service.

5. Provide optional information for the work order such as service tasks, products, services, or knowledge articles. You can also add this information later.

   If you don't add a service task or incident type to the work order, the system sets the estimated duration of the work order to the default booking duration. You can change this value by updating the Booking Setup Metadata for themsdyn_workorder table. For more information, go toEdit settings for entities enabled for scheduling.

6. SelectSave orSave and close.

Create a work order from the Get Started page

1. As a Field Service administrator or system administrator in theField Service app, go to theGet Started page.

2. SelectCreate in theCreate your work orders section.

3. Fill in the basic information about the work order.

4. In the form, add as many tasks, products, and services as needed.

5. If you want to immediately schedule the work order, selectSave & Book. SelectSave & Close to only save the work order.

Next steps

• Create work order types
• Set up booking statuses