Articles
Add a Work Order
New work orders can be created from the Open Work Orders tab of the Work Order List or from a customer record.
Add a Work Order from the Open Work Orders Tab
To add a new Work Order from the Open Work Orders tab, from the main menu, naviga...
Add Items to a Work Order
To add Items to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders.
Once the work order is displayed, click on the Items tab, and then click on the edit button at the upper right of the page. ...
Add Parts to a Work Order
To add Parts to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the Parts tab, and then click the Edit button at the upper right of the page. ...
Flag Parts Coming from Stock Versus Direct Expense
For work orders, when you add work order parts, the part picker now shows a Stock? switch. You can set this to YES or NO:
This switch indicates if a part is stocked in a warehouse or not. By default, the switch is YES, which means it...
Links from Work Order Parts to Direct Expense Purchase Orders
When you create a direct expense purchase order (PO) for a work order, the PO number on the work order part is updated.
If there are multiple POs placed for the same part, the work order part has a link to a list of the PO numbers. Howev...
Add RMR to a Work Order
To add RMR to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the RMR tab, and then click on the edit button at the upper right of the page. Click o...
Update Work Order Custom Fields
To update the Custom Fields information on a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders.
Once the work order is displayed, click on the Custom Fields tab, and then click on the edit butt...