Work Orders

20 articles

About Work Orders

Work Orders are part of the add-on Service module. A Work Order is used to record the history of maintenance on serialized inventory when details of each service such as dates and costs must be track…

Updated by Cheryl Wallace

Asset tab for Work Orders

This is the default tab of the Work Orders page. Use it to assign or view the serialized inventory item requiring service. Once a work order has been saved, the item cannot be changed. Fields on this…

Updated by Cheryl Wallace

Request tab for Work Orders

The Request tab is only displayed when the work order originated from a Service Request. Fields on this tab are populated from the originating Service Request and are not editable. Contact Displays t…

Updated by Cheryl Wallace

Work To Do tab for Work Orders

The Work To Do tab shows the task and instructions for completing the work. The information in editable fields can be changed at any point while the work order is open. Once the work order is closed,…

Updated by Cheryl Wallace

Completion tab for Work Orders

The Completion tab is used to record the work done and any meter reading, if applicable, and close the work order. Once the work order is closed, the service history is updated for the item and futur…

Updated by Cheryl Wallace

Notes tab for Work Orders

Add, edit or delete notes using a rich text editor for a particular work order on the Notes tab. A note can be added to work order records at any point. To do so, look up a work order, then enter the…

Updated by Cheryl Wallace

Required Inventory tab for Work Orders

The Required Inventory tab lists the tools and material required to complete the task. This information is supplied by the task and is read-only. If no tools or material have been assigned to the tas…

Updated by Cheryl Wallace

Charges tab for Work Orders

The Charges ab is used to maintain all internal, external, and material costs for the work order. The Labor section is used to maintain internal labor charges for the work order. The total of these c…

Updated by Cheryl Wallace

Approvals tab for Work Orders

The Approvals tab is only displayed when an active Approval Process is defined for a visibility including the stocking point on the work order. The Approvals contains list of required approving autho…

Updated by Cheryl Wallace

Transaction Details tab for Work Orders

The Transaction Details tab on the Work Orders page displays the details of all transactions generated where the work order number is entered. These transactions can be from the Issue / Return page,…

Updated by Cheryl Wallace

Adding a Work Order

Click Service in the left side menu bar and click Work Orders. Click ​ to add a new record. Enter the basic information for the work order. Select the Item ID for the serialized item requiring service. ...

Updated by Cheryl Wallace

Looking Up a Work Order

Click Service in the left side menu then click Work Orders. Enter any known information about the work order as a pre-filter. This can include the Task which is shown on the right…

Updated by Cheryl Wallace

Editing a Work Order

Look up the work order to edit under Service > Work Orders. Make the required changes. Click to save the changes. Changes are allowed only in the fields that can be edited for all the tabs. …

Updated by Cheryl Wallace

Deleting a Work Order

Look up the work order to edit under Service > Work Orders. Select the Work Order which to delete. Click in the edit tool bar. Click OK to delete. Clicking Cancel will stop the delete operation.​​. A…

Updated by Cheryl Wallace

Approving a Work Order

If the work order matches a pre-defined approval process , a list of required approving authorities will appear on the Approvals tab. If the logged-in user is on the list and can approve the purchase…

Updated by Cheryl Wallace

Changing an Item Status from a Work Order

Change Item Status can be launched from the work order for any open approved work orders. The same validations for the item status apply: the item ID cannot be deleted, issued, or in transit. Look up…

Updated by Cheryl Wallace

Issuing Required Inventory from a Work Order

Required inventory can be issued from the work order for any open approved work orders that have assigned personnel. The same validations as a standard issue apply. ...

Updated by Cheryl Wallace

Adding Labor Costs to a Work Order

Look up the work order to edit under Service > Work Orders. Click the Charges tab for the appropriate record. Enter the charge details for each individual. Click under Labo r to add a row to the grid…

Updated by Cheryl Wallace

Adding External Charges to a Work Order

Look up the work order to edit under Service > Work Orders. Click the Charges tab for the appropriate record. Enter the charge details for each invoice or document for each vendor. Click under V endo…

Updated by Cheryl Wallace

Closing a Work Order

Completed work orders can be closed. A work order cannot be closed if it has not been approved. Look up the work order to close under Service > Work Orders. Select a Status with a closed state. ...

Updated by Cheryl Wallace