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This text refers to program version 4.2  

Operations Menu - Create Work Orders

The Work Order register is the mechanism by which your company's technicians are informed of the work that is to be done. You should create Work Orders from Service Orders using this function. For the function to have any effect, you must first save all changes to the Service Order.

You can create a single Work Order for the entire Service Order, or you can create several Work Orders. This is controlled using the No. field on flip A of the 'Items' card. If the No. field is left blank in all Service Order rows, a single Work Order will be created. If you have assigned a different arbitrary number to each row, separate Work Orders will be created for each row. For example, if there are seven Items on a particular Service Order, enter "1" in the first two rows and "2" in the other five rows to create two separate Work Orders.

When you select the function, the following window appears. This is the same window as that used by the 'Create Work Orders' Maintenance function (used to create Work Orders from Service Orders in batches): only two of its fields are used in this context (but ensure that the chosen Period includes the Service Order Date).

Assign to Serviceman

Paste Special    Person register, System module

Enter the initials of the technician that has been assigned to this job. The Work Order(s) will be created in their name: this will be visible in the 'Work Orders: Browse' window so they will quickly realise that it is there.

Only Include Rows With No

If you have entered separate arbitrary values to the No. field on flip A of the 'Items' card of the Service Order, separate Work Orders will be created for each Service Order row. If you only want a Work Order to be created for rows with a particular No., enter that No. here.

Click the [Run] button to create the Work Orders. They are saved in the Work Order register, but are not opened for inspection (there may be more than one). The appropriate Work Order Number will appear in the Work Order field on the Service Order ('Items' card, flip B). Once a Service Order row has a Work Order Number, that row cannot be removed, and no further Work Orders will be created for that row.

If the function does not create any Work Orders, the probable causes are:

1. The Service Order Date does not fall within the Period specified in the 'Create Work Orders' window.
   

2. The Service Order has been marked as Completed.
   

3. All rows in the Service Order already have a Work Order Number (flip B).
   

4. There is no valid record in the Number Series - Work Orders setting. This problem will usually occur at the beginning of a new year.

The Work Order register is fully described here.

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