Standard orders
In Planon ProCenter, standard orders are a kind of 'template' orders, which end users can use to speed up the process of feeding new orders into the system. If an end user applies a standard order, much order data is automatically entered that he or she would otherwise have to enter manually.
End users will benefit from applying standard orders in TSIs such as Work Orders , Service Desk, Knowledge Base and Reservations. In addition, standards orders are used in TSIs that enable automatic order generation, such as the Service scheduler, Maintenance planner or Web Configuration TSIs.
Planon administrators can define (add, copy, delete, modify, archive) standard orders in Supporting data > Standard Orders. Standard orders that are obsolete can be deleted.
Standard orders can have standard suborders, keywords, questions, costs, estimates, purchase order lines, requisition lines and order lines. Moreover, standard orders should always be linked to a user-defined order. The linked user-defined order determines what type of order will ensue from the standard order when it is applied by the end user. The choice of user-defined orders depends on what user-order types are used in your organization. For example: complaints, breakdowns, catering orders, cleaning orders etc.
| In contrast with regular orders, standard orders do not have status transitions of their own. However, an order that is based on a standard order will have the status transitions corresponding with the linked user-defined order. The initial status of an order based on a standard order is determined by the status that is selected in the Status field of the standard order. |