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Search HansaManuals.com HansaManuals Home >> Standard ERP >> Service Orders >> Work Order Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.5 Create Menu - Work Order - Work Sheet This page describes the 'Work Sheet' function on the Create menu in the Work Order record window. If you are using iOS or Android, the 'Work Sheet' function is on the + menu.--- The Work Sheet is the mechanism by which the time spent and the spare parts used in a repair are registered against a Service Order. You can enter Work Sheets directly to the Work Sheet register or you can generate them from Work Orders using this function. You can also generate Work Sheets from Service Orders or, if you need to quote a Customer for a repair, you can create a Quotation from a Service Order and then create the Work Sheet from the Quotation. To create a Work Sheet from a Work Order, open the Work Order in a record window and select 'Work Sheet' from the Create menu (Windows/macOS) or + menu (iOS/Android). A new record will be created in the Work Sheet register and is opened immediately in a window entitled 'Work Sheet: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.
On flip B, you should relate each Work Sheet row to the item of equipment being repaired (known as the "Main" item), i.e. to an item on the Work Order. If there is only one item on the Work Order, this will be done automatically. Otherwise, you should do this by specifying the Serial Number of the Main Item in the Main Serial No field. You can use 'Paste Special' to open a selection list showing the Serial Numbers of Main Items on the Work Order. Once you have done this, the Item Type (warranty status or otherwise) will be brought in automatically from the connected row in the Work Order, but you can change it in an individual Work Sheet. If you need to issue Purchase Orders for the spare parts listed on the Work Sheet, you can create them from the Work Sheet by selecting 'Purchase Order' from the Create menu. If you have created more than one Work Sheet from a Work Order, you can also create a Purchase Order from the Work Order. This will create a Purchase Order that includes spare parts from each connected Work Sheet, but only those that you do not have in stock in the specified Location. When you have carried out the work, mark the Work Sheet as OK and save, Work Sheet Transaction records will be created (one for each Work Sheet row). These Work Sheet Transactions will be used to construct the eventual Invoices for the time spent and spare parts used. If the Update Stock box on the 'Date' card of the Work Sheet is ticked, stock levels of any Stocked Items (i.e. spare parts) will be amended. If you have determined using the Sub Systems setting in the Nominal Ledger and the Number Series - Work Sheets setting that Cost of Sales transactions are to be created from Work Sheets (i.e. if you are maintaining a stock valuation in the Nominal Ledger), a stock Transaction in the Nominal Ledger will also be raised if you have used any Stocked Items in the Work Sheet. There is no limit to the number of Work Sheets that can be created from a particular Work Order, but you cannot create Work Sheets from Work Orders that you have marked as Finished. Also, the function will not create a Work Sheet if there is no valid record in the Number Series - Work Sheets setting. This problem will usually occur at the beginning of a new year. The Work Order and the Work Sheet will be connected to each other through the Link Manager facility. This allows you to open the Work Order quickly and easily when reviewing the Work Sheet, and to open the Work Sheet from the Work Order. When you create the first Work Sheet from a Work Order, the Status of the Work Order will be changed to Started automatically. For a full description of the Work Sheet register, please refer to this page. --- The Work Order register in Standard ERP:
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