Assign internal account
This work order is generated if you have selected...
for the work order Confirm account assignment one of the actions
Change assignment if an internal account was proposed
Switch to Internal Account
or
the action Assign (Internal Account) for the work order Assign account type.
You must now select the internal employee to whom the internal account belongs.
The Assigned person drop-down menu in the work order details shows you all internal employees for whom the status is set to active at the time of editing and who have not yet been assigned an internal account.
If there are assignment proposals for the Unmanaged Account, these are displayed at the top of the drop-down menu according to their ranking.
Edit the work orders individually or perform an action for several work orders at the same time to perform the assignment.
Make sure that the correct person is saved on the selected work orders before you perform an action.
The following are available for this work order:
The work order is closed, the Unmanaged Account is switched to the Internal Account account type and assigned to the internal employee selected in the Assigned person field. | |
The work order is closed and the original work order from which it was created is reopened. | |
The status of the work order is set to Deferred. |