Entering a Work Sheet - Header
- No.
- Paste Special
Select from another Number Series
- When creating a new Work Sheet, Hansa will enter the next unused number from the first number sequence entered in the Number Series - Work Sheets setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Work Sheet Number is assigned when the Work Sheet is saved.
- Work Order No.
- Each Work Sheet must be linked to a Work Order, so this field must contain an entry. There is no limit to the number of Work Sheets belonging to each Work Order.
- In the case where the Work Sheet has been generated from a Work Order using the 'Create Work Sheet' Operations menu function, the appropriate Work Order Number will be entered automatically.
- In the case where the Work Sheet is being entered directly to the Work Sheet register, entering a Work Order Number will cause Employee and Customer information to be brought in automatically from the Work Order. Note that there is no 'Paste Special' link from this field, so take care to ensure the correct Work Order Number is entered.
- SVO No.
- The number of the Service Order from which the Work Sheet was generated. The correct Service Order Number will be brought in when you enter a Work Order Number in the field above.
- Employee
- Paste Special
Person register, System module
- Default taken from Work Order
- The initials of the Person carrying out the work represented by this Work Sheet appear here and their name appears in the Name field below. This will be determined when the Work Order Number is entered, but can be changed if necessary.
- Name
- The name of the Person responsible for this Work Sheet.
- Location
- Paste Special
Locations setting, Service Orders/Stock modules
- If the stock which is used to satisfy this Work Sheet (i.e. the spare parts used, which should be Stocked Items) is to be taken from a particular Location, specify that Location here. Otherwise, stock from all Locations will be available.
- If a Main Location has been specified in the Stock Settings setting, that will be the default Location for each new Work Sheet. If, in the same setting, the Require Location option is on, this field must contain a value.
- A default Location can be brought in from the 'Bonus' card of the user's Person record.
- If the 'Item Status' window is on screen, the quantities shown will refer to the Location specified here.
- Reserved
- Check this box if you want to reserve stock of the ordered Items for this Work Sheet. When using similar Items in fulfilment of other Work Sheets, Hansa will maintain sufficient stock for this Work Sheet while it remains unapproved.
- Note that the Reserved check box operates by quantity in stock only. You should not allocate Serial Numbers to any of the Items on the Work Sheet until it is approved, as Hansa will not prevent the use of those particular Serial Numbers on other Work Sheets.
