View Work Orders and Related Charges

In the Manage Work Orders and Charges page, you can view a list of work orders that are debriefed or to be debriefed.

On the Service Logistics landing page, click the Tasks icon and then click Manage Work Orders and Charges to access this page. You can also access this page by clicking on any of the values in the Charges infolet on the Service Logistics landing page.

The Manage Work Orders and Charges page displays the following data:

• A list of all the work orders created in Fusion Service: This includes Generic work orders, standalone work orders and Oracle Field Service Cloud work orders.

• A list of all the third-party work orders.

• Work order details and debrief status.

• A filter region to narrow the list of work orders and debrief transactions.

Here's what you can do:

1. Click a document number link to access the Edit Work Order page and view the work order details. If you're a field service administrator, you can update the work order status, assign a technician, and edit other work order details.

2. Click the Service Request Number to access the service request details in the Edit Service Request page.

3. Click Create Charges to create debrief transactions for service work orders and third-party work orders.

4. Click Create Estimates to estimate fixed and variable charges for service work orders and third-party work orders.

5. Click the Manage Charges and Estimates icon for the corresponding service work order to access the Manage Charges and Estimates page where you can:

   • View the service history and asset details for the work order.

   • Edit the work order charges if debrief transactions have been entered.

   • Review and edit the estimated cost of the work order before it's assigned to the technician.

   • Associate project details to service work orders and third-party work orders (if you've opted in to the Project-Driven Supply Chain feature)

   • Record the purchase order number when ordering parts and debriefing, so that the purchase order number appears on the sales order for invoicing.

6. You can also sort the columns, and show or hide the filter region from view. You can create a new filter to display data that's relevant to you.

Note:

• Both the field service administrators and field service technicians have access to the Manage Work Orders and Charges page. Field service technicians though can only see the work orders assigned to them.

• The Create Charges button and the Create Estimates button will both take you to the Manage Charges and Estimates page. Work order charges and estimates are both accessed and managed in the same page. While the header region will remain the same, if you clicked on the Create Charges button to get to this page, you'll see the Charges tab in focus. Similarly, if you clicked on the Create Estimates button, you'll see the Estimates tab in focus.