The Recurring Work Order generation program creates work orders in bulk based upon the Recurring Work Order Setup records that are attached to a Customer’s Site or System record.
Recurring Work Orders are typically generated once a month for work that is due to be completed in the following month to allow time to plan for the needed resources.
To generate Recurring Work Orders, navigate to Accounts Receivable > Work Orders, and then click on the Recurring Work Orders tab. Click the Generate Recurring Work Orders button.
The Generate Recurring Work Orders dialog box is displayed. Enter the date for the next occurrence, and then click on the Generate button.
In a few seconds, a banner will appear at the top of your screen indicating how many recurring work orders were created. You can see these by clicking on the Open Work Orders tab.
Processing Recurring Work Orders is the same as regular Work Orders.
