Managing Work Orders23% of the exam
Products required versus products consumed
Where products required live (work types, work orders, work order line items), how they are inherited and edited, their quantity, unit of measure and parent fields, the permissions they need, and how they differ from products consumed, which adjust inventory and carry prices.
Apply Products Required to a Work Order.
~7 min read · 10 practice questions ·
What the exam expects
- Add products required to the right record: a work type for every job of that kind, a work order or line item for one job or one task.
- Predict what inherited products required do: copied once, editable on the work order, not pushed down from a work order to its line items, not updated by later work type edits.
- Configure the product required fields: quantity, Quantity Unit of Measure picklist values and Parent Record Type for reporting.
- Grant the right permissions to view or change products required on work orders, line items and work types.
- Choose products required (what to bring) versus products consumed (what was used, with stock and price).
Key terms:
- Product required: a record naming a product, quantity and unit of measure needed to complete the work.
- Product consumed: a record of inventory used during the work, taken from a product item so stock is adjusted.
- Product item: the stock of one product at one location, selected on a product consumed.
- Parent Record Type: product required field that says whether the parent is a work order or a work order line item.
Key facts
Products required parents
- Detail
- Work types, work orders, work order line items
Inheritance
- Detail
- Work orders and line items inherit their work type's required products
Existing products on the work order
- Detail
- Work type products not copied
Line item vs parent
- Detail
- Line items don't inherit the parent work order's required products
Unit of measure values
- Detail
- Inherited from the product's Quantity Unit of Measure field
Parent Record Type
- Detail
- Work order or work order line item
Edit products required on work types
- Detail
- Edit on work types and Read on products
Edit products required on work orders or line items
- Detail
- Edit on work orders and Read on products
Create products consumed
- Detail
- Edit on work orders and Read on product items
Inventory adjustment
- Detail
- Only products consumed adjust inventory numbers
- When does a work order skip a work type's required products?
- When does creating a product consumed need "Use" sharing access to price books?
- Which access is enough to update an existing product consumed?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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