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Creating a Work Order

A Work Order is how CDMS tracks a job performed on a container (or, for gate-linked orders, a batch of gate activity) — repair, conversion, cleaning, PTI, or survey. It's the container for damage capture, estimates, approvals, and eventually the invoice line items those jobs produce.

Before you start

• A Customer must already exist.
• A Shipping Line must already exist.
• For every order type except Gate, the container the order is for must already be in the depot — meaning it has already been through Gate-In. The container selector on this form is filtered to containers currently in the depot only, so a container that hasn't arrived yet (or has already left) will not appear in the list.

Walkthrough

1. Open Orders from the Operations section of the sidebar and click New Order.
2. Order Type * — select one of six types: Repair, Conversion, Cleaning, PTI, Survey, or Gate.
   • Choosing Gate hides the Container field entirely — a Gate order isn't tied to one container; it exists to group gate-pass charges for invoicing (see Gate In / Gate Out).
   • Any other type requires a container.
3. Priority — Low, Normal, High, or Urgent.
4. Container (in depot) * (non-Gate only) — a dropdown listing only containers currently in the depot, shown as "Number — ISO Size Type". Selecting one automatically fills in the Customer and Shipping Line fields below from that container's active gate pass, with a note: "Customer and shipping line below are filled in from this container's active gate pass — you can still change them."
5. Customer * — a searchable select. If you change it away from what was auto-filled from the container's gate pass, an amber warning appears: "This differs from the customer on the container's active gate pass. Make sure that's intentional." This is a warning, not a block — CDMS allows the override.
6. Shipping Line * — same searchable-select and override-warning behavior as Customer.
7. Target Date (optional) and Notes (optional, free text).

8. Click Create Order.

   Validation on submit

   The form blocks submission if: a non-Gate order has no container selected ("Container is required for non-Gate orders"), or Customer/Shipping Line are empty ("Customer and shipping line are required").

9. On success you're taken directly to the new order's detail page, where damage capture and estimate building begin — see Damage Capture & Estimates and, for Conversion orders specifically, Conversion Templates.

Work Orders list

• Search by container #; filter by Type, Status (Draft, Submitted, Approved, In Progress, Completed, Cancelled), Priority, and a created-date range.
• Columns (configurable): Order #, Container, Customer, Shipping Line, Type, Stage (the process-stage chip — Inspection, Tasks, Estimate, Estimate Review, Job Cost, Quality, Invoice, Payment), Status, Priority, Target Date, Total, Created.
• Click an Order # to open its detail page.

Related pages

• Damage Capture & Estimates — what happens inside the order once created
• Conversion Templates — for Conversion-type orders specifically
• Gate In / Gate Out — the optional Gate work order link from the Gate-In form, and the source of the container's in-depot status this form depends on
• Containers

Note

Global Search does not cover orders — you'll need the Orders list's filters or the order number directly to find one.

Who can access this

• Admin, Manager: full read/write/approve.
• Viewer: read-only.
• Gate Operator, Yard Operator, Billing: no order access.