Assign external account
This work order is generated when you...
have selected the action Assign (External Account) for the work order Assign account type.
have selected the action Switch to External Account for the work order Confirm account assignment.
You must now select the person in your company who is responsible for the external employee to whom the account belongs. You have the option of entering several people.
The dropdown menu Responsible person in the work order details offers you a selection of all internal employees for whom the status is set to active at the time of processing.
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 responsible 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 and the Unmanaged Account is switched to the External Account account type. The corresponding external employee is automatically created and assigned to the account. | |
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. |