Advanced

Manage maintenance work orders

On this page

#About Advanced

Manage maintenance work orders. This is a working page: a list or workspace where you find and act on records in BSuit ERP (Plant Maintenance). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Plant Maintenance and choose “Advanced”, or go directly to the address /plant-maintenance/work-orders/advanced.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

  1. Add new records — a form opens for the details.
  2. Change existing records.
  3. Delete records (you are asked to confirm).
  4. Bring records in from a file.
  5. Export what you see to a file.
  6. Print or save as PDF.
  7. Attach or upload files.
  8. Search within the page.
  9. Filter the data shown.
  10. Sort by a column.
  11. Page through long lists.
  12. Open dialogs or drawers for detail and confirmation.

#Fields

When you enter or change a work order, these fields are on the form. Required fields must be completed before you can save. 11 of them are reference fields: you pick an existing record from another master rather than typing a value.

Fields on the Advanced form
FieldTypeRequiredDetailsRefers to
Work Order #textYes——
AssetselectYes—Assets
Work TypeselectYesOne of: Preventive, Corrective, Emergency, Inspection, Calibration.—
PriorityselectNo—Priorities
StatusselectNoOne of: Draft, Open, In Progress, On Hold, Awaiting approval, Completed, Cancelled.—
DescriptiontextareaNo——
Assigned ToselectNo—Employees
ContractorselectNo—Contractors
Requested ByselectNo—Employees
Failure CodeselectNo—Failure Codes
Scheduled StartdateNo——
Scheduled EnddateNo——
Actual StartdateNo——
Actual EnddateNo——
Estimated HoursnumberNo——
Actual HoursnumberNo——
Estimated CostnumberNo——
Actual CostnumberNo——
Root CausetextareaNo——
ResolutiontextareaNo——
CompanyselectNo—Companies
Cost CenterselectNo—Cost Centers
ProjectselectNo—Projects
PM ScheduleselectNo—Pm Schedules
Breakdown ReportselectNo—Breakdown Reports

#What the list shows

The list displays these columns; use search and filters to narrow it.

  1. Work Order #
  2. Work Type
  3. Status
  4. Description
  5. Estimated Cost
  6. Actual Cost

#How to add a work order

Steps follow this page’s form. You need permission to create records here.

  1. Open Plant Maintenance › Advanced from the menu.
  2. Choose the Add button (a plus icon) above the list. The form opens in a dialog.
  3. Complete the required fields: Work Order #, Asset, Work Type.
  4. Reference fields: Asset — pick an existing record from Assets; create it there first if it is missing; Priority — pick an existing record from Priorities; create it there first if it is missing; Assigned To — pick an existing record from Employees; create it there first if it is missing; Contractor — pick an existing record from Contractors; create it there first if it is missing; Requested By — pick an existing record from Employees; create it there first if it is missing; Failure Code — pick an existing record from Failure Codes; create it there first if it is missing; Company — pick an existing record from Companies; create it there first if it is missing; Cost Center — pick an existing record from Cost Centers; create it there first if it is missing; Project — pick an existing record from Projects; create it there first if it is missing; PM Schedule — pick an existing record from Pm Schedules; create it there first if it is missing; Breakdown Report — pick an existing record from Breakdown Reports; create it there first if it is missing.
  5. Some fields offer a fixed list: Work Type: Preventive, Corrective, Emergency, Inspection, Calibration; Status: Draft, Open, In Progress, On Hold, Awaiting approval, Completed, Cancelled.
  6. Save. The new record appears in the list; use search or the filters to find it again.
  7. To change it later, open the record from the list and edit it.
  8. Deleting asks you to confirm. Records that other records refer to may be refused or may affect them (see “Where … is used as a reference”).

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

Buttons visible on the page
Button
Filter
History
Add (plus icon)
Settings (cog icon)
Work Order #
Work Type
Status
Description
Estimated Cost
Actual Cost
Edit (pencil icon)

#If something is missing or fails

  1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
  2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
  3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
2026-09-21
Help version
2026.0.0-preview
Guide ID
erp:/plant-maintenance/work-orders/advanced
Need more help?If feedback above cannot be sent, email support and quote guide ID erp:/plant-maintenance/work-orders/advanced.
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