How to change a Work Order into the Backorder Resolution

There may be times where an employee is on site but discovers they need to order a part, required for the job, and need to return at a later time. This can be accomplished using the FieldEdge mobile application.

How to set the Back Order resolution on a mobile work order.

1. Within a Work Order in FieldEdge Mobile, go to the Items tab.

2. Select Add Item from the Items tab.

3. Search for the item and select the check box.

4. Select the Review button in the top right.

 

5. Next, select the Requests tab.

 

6. Choose the orange Add button and then select where you added the items (In this case, the Invoice).

 

7. You will now see the items from the invoice (or quote). Tap each item you wish to attach and select Add.

8. When finished adding items, tap the Save Request button. This will return you to the Parts and Expenses screen.

9. Tap or swipe to the Complete.

10. At this point you may select the Complete button and then choose the Back Order resolution.