Entering a Work Order - Date Card
- Status
- At any time a Work Order can be in one of four states, to help with the work flow and for reporting purposes. These states are as follows:
- Issued
- When a Work Order is created from a Service Order, it is marked as Issued.
- Cancelled
- In the case where a Work Order was raised in error or the Customer cancels the job before work has started, you should change the Status of the Work Order to Cancelled to signify that no work should be carried out. A Work Order that has been Started cannot be cancelled.
- Started
- As soon as work starts, the Status of the Work Order should be changed to Started. This will happen automatically when the first Work Sheet is created.
- Finished
- When work has finished and the final Work Sheet has been created, you should change the Status of the Work Order to Finished.
- Work Sheets and Activities cannot be created from Work Orders that have been marked as Cancelled or Finished.
- All Work Orders must be marked as Cancelled or Finished before the parent Service Order can be marked as Completed.
- Our Ref
- Use this field if you need to identify the Work Order by means other than the Order Number. The default will be taken from the Service Order.
- Attn.
- Paste Special
Contact Persons setting, Sales Ledger
- Default taken from Service Order
- Record here the name of your contact in the Customer company, for whose attention any paperwork is to be marked. It will be transferred to any Work Sheets generated from this Work Order.
- Employee
- Paste Special
Person register, System module
- The initials of the Person responsible for this Work Order appear here and their name appears in the Name field below. This will be determined when the Work Order is generated from the Service Order, but can be changed if necessary.
- Name
- The name of the Person responsible for this Work Order.
