If you want to order or put out a request for maintenance services under a maintenance order, the integration of eTASK Maintenance with eTASK FM Procurement makes this particularly easy. Using the details of a maintenance order, you can assign an existing FM purchase order to the order with just a few clicks. This integration allows you to track the status of the FM purchase order.
Prerequisites
The maintenance order exists
It is in the workflow status “Disposition AG”
A vendor record must exist for the contractor
The contractor for the order must match the contractor for the purchase order (vendor)
Objects are assigned to it
eTASK.FM Procurement is installed
The FM purchase order has already been created
Procedure in the FM Portal
Path to the starting point: Technical Building Management - Maintenance - Order List
Open the work order to which you want to assign the purchase order.
In the info area, select Order -> Purchase Order / Contract and choose the FM purchase order to which the order should be assigned.
Click Save in the toolbar.
Click on Tools - Add Order to Purchase Requisition in the toolbar.
The order is assigned to the purchase order and displayed accordingly in the purchase order record.
See also:
📄 FM-Bestellung für einen Instandhaltungsauftrag anlegen IC1908