The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing that task requires a new work order to be created. Split orders act the same as the work order they are split from and can be used to schedule and record servicing details.
Permissions
The following permissions are required to complete the setup of Split Order functionality:
Setup: Work Type
Pathway: Setup > Operations > Work Type
Create a 'Work Type' for each line of business where a split order may be generated. In the example below, a 'Return Box' Work Type was created.
Setup: Work Type Event Class
Pathway: Setup > Operations > Work Type Event Class
After adding Work Types, create a Work Type Event Class. It is important that when the Work Type Event Class is created, 'Split Order' is populated in the Event Type field.
Setup: Reason Code
Pathway: Setup > System > Reason Code
Review the Reason Codes created for Service Exceptions. If needed, add additional Reason Codes for the driver to select indicating the reason for a service exception.
