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Importing work order from DMS

 

If a work order has been created in the DMS before an appointment with a customer, follow this procedure to import the work order from the DMS.

  1. Open the Planning tab.

  2. Select Work List in the left-hand menu panel.

  3. ð

    If there is a work order, it is shown in the Work Order table.

  4. Click Retrieve to import the work order.

  5. ð

    The work order may still be edited in the DMS without risk for any conflicts.