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Create a part requirement › Part requirements › Manage inventory in FSM › Manage work order tasks › Prepare work orders › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Copy a part requirement

Copy a part requirement to quickly create another, similar part requirement.

Before you begin

Role required: wm_agent, wm_qualifier, wm_dispatcher, wm_admin, or qualifier combination role

Procedure

  1. Navigate to All > Field Service > Work Order > All Work Orders.

  2. Open a work order.

  3. Open a work order task that is not in Closed or Cancelled state.

  4. Click Source.

  5. In the Source Work Order list, right-click on a work order part number and select Copy Part Requirement.

    This action copies the part requirement information to the clipboard.

  6. In the Source Work Order list, right-click on a work order task number and select Paste Part Requirement.