Link Quote and/or Work Order Requests to a Work Order Number

Work orders can now be linked to a work order request or quote when creating (or updating) the work order from an external business system. To link to the either request, the reference field (currently used to sync TM work order numbers) must be set using a prefix and request number. For work order request, the prefix is "TWR" i.e. "TWR123". This will attempt to link the work order to work order request "123". The prefix for a quote is"TQ" i.e. "TQ456".

        • For EquipSoft, use the 'Your Reference' field.
        • For Softbase, use the 'Writer' field.
        • For EBS, use the 'pmanref' database column (sometimes this is renamed 'Tinnacity Reference'.

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