Supporting data : Supporting Data : Standard orders
Standard orders
In Planon, standard orders are 'templates' for orders that 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 filled in 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, Reservations, Service scheduler, Maintenance planner, Web Configuration TSIs or in Planon apps.
Planon administrators can define (add, copy, delete, modify, archive) standard orders in Supporting data > Standard Orders. Standard orders that are obsolete can be archived or deleted.
Standard orders can have 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.
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In contrast with regular orders, standard orders do not have status transitions of their own. However, an order based on a standard order will have the status transitions of 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.