Adding Documoto details to work order activities and jobs

Add a part line or multiple part lines to a work order activity or job by accessing technical documents and drawings that are stored in Documoto.

Note: To access Documoto on this screen you must first perform the following steps:
  • Define the work order equipment's Documoto Book ID, Documoto Part ID, and the Documoto URL on the equipment record. (Assets, Positions, Systems, or Vehicles forms.)
  • Set the organization options for DOCUMURL, DOCUMKEY, and DOCUMUSR on the Options tab of the Organizations form.

To add Documoto details:

  1. Select the activity associated to the specific work order for which to add Documoto details on the Activities tab of the Work Orders form.
  2. Click Actions, and then select Add Documoto Details.
  3. Select one or more parts from the Documoto technical documents and drawings and add them to the Documoto shopping cart.
  4. Return the shopping cart to Infor EAM. A pick ticket is automatically created for the selected work order activity.
    For each part selected in Documoto, a part line is created for the work order activity specified. The Infor EAM parts flagged as Out of Service will not be available.

    The planned quantity for the part line of the work order is populated based on the quantity requested in the Documoto data.