Importing equipment from an existing equipment route to work orders

Import route equipment to quickly add equipment to a work order.

To import equipment from an existing equipment route to work orders:

  1. Select Work > Work Orders.
  2. Select the work order for which to import route equipment, and then click the Equipment tab.
  3. Click Import Route Equipment.
  4. Select the route from which to import the route equipment, and then click OK.
    Note: If the equipment on the selected equipment route already exists in the list of equipment added to the work order, the system does not retrieve the duplicated equipment record to the work order.

    See Adding Equipment to Work Orders to Split Work Order Costs.

    If the equipment on the selected equipment route is duplicated within the route itself, the system only retrieves one record for the duplicated equipment to the equipment list for the work order.

    If no equipment are associated with the selected equipment route, the system will not add any equipment records to the list of equipment on the work order.