Create FM order for a maintenance order

If you want to order or put out a request for maintenance services for a maintenance order, the integration between eTASK.Maintenance and eTASK.FM-Procurement makes this particularly easy. Using the data from a maintenance order, you can create an FM purchase order for the order with just a few clicks. This integration allows you to track the progress of the FM purchase order.

Prerequisite

1. The maintenance order exists

2. A record exists in the Companies table for the client

3. A credit order record must exist for the contractor

4. It is in the workflow status “Disposition AG”

5. Objects are assigned to it

6. eTASK.FM Procurement is installed

Procedure in the FM Portal

Path to the starting point: Technical Building Management - Maintenance - Order List

1. Open the order for which you want to create a purchase order.

2. Click on Tools - Create Purchase Order in the toolbar.

The purchase order is created and displayed in the information area under Order -> Purchase Order / Contract.