Entering a Work Order - Items Card
This page describes the fields on the 'Items' card in the Work Order record window. Please follow the links below for descriptions of the other cards:
The 'Items' card lists the Items on the Work Order. These are the Items that are to be repaired: they will have been copied from the originating Service Order. As each row is connected to an originating Service Order, there is usually no need to add or remove rows in a Work Order and doing so is not recommended.
The Items are shown in a grid that is divided into three horizontal flips. When you click (Windows/macOS) or tap (iOS/Android on a flip tab (marked A-C), the two or three right-hand columns will be replaced.
Many of the fields in the grid have their values copied from a row in the Service Order from which the Work Order was created. These fields have the same role as in the Service Order register: please refer to the description of that register for full details. Except as described below, these fields should not be changed.
Flip A
- Item Type
- Paste Special
Choices of possible entries
- The Item Type signifies whether the work to be carried out is chargeable, under warranty or under contract, or is not chargeable for reasons of goodwill. It is determined by the Invoicing Type in the parent row in the Service Order but you can change in a Work Order if necessary. Work Sheets and Work Sheet Transactions arising from the Work Order will be affected by such a change, which might be appropriate if a Customer produces proof of warranty after you have entered the Service Order and Work Order, or if a warranty claim turns out to be spurious.
- Use the Item Type "-" when you have not established whether the repair is chargeable.
- Planned Time
- You can use this field to record an estimate of the length of time needed to repair a Work Order Item, or to schedule the repair.
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The Work Order register in Standard ERP:
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