Workflow

How to Assign a Process to a Work Request/Work Order

What to do:

As a prerequisite for the following example you must have completed the example Create a Work Request/Work Order!
Since a process is automatically generated from a process template, it is only required to assign a process template to the work request/work order!
It is not possible to assign a process to a work request/work order without a process template!
Click Start > Change Management > Work Requests.
Search for the work request EWR-1000.
The work request mask opens.
Change to the ID field and click .
Choose an ID number from the selection menu.
  In the example the ID number is 869 for the process template Order.
  The process template name will be displayed when clicking the Process Template field or when saving the entries.

To save the entry click .

The process template 869 - Order is assigned to the work request EWR-1000 -Purchase Requisition.
  When saving the process template, a process is automatically assigned to the work request.
Select References > Process from the context menu to display the process.
The Process in Definition mask opens, displaying the process assigned to the work request/work order.

The process 861 - Order is assigned to the work request EWR-1000 - Purchase Requisition.
When the work request is set to the state 120 | In Approval the assigned process is started. Selecting References > Process from the context menu will then open the Process in Execution mask!
When a Work Request/Work Order is created, a process instance is automatically created from the selected process template and started (Process in Definition)!
The process template cannot be changed when being saved!
When the Change Management is active, a process template cannot be assigned to a preliminary but only to a persistent work order! Therefore, a process template that is assigned to a Work Request is not automatically copied to the preliminary Work Order! This is also the case when the Work Request is released and the preliminary Work Order becomes a persistent one!