Work Order Items

 

Work Order Items

There are some database restrictions that require some attention. By default, there is an item in your database with a key of “WO-MISC”. It is a special type of item that goes on the work order to keep it open. You can create other work order items to track the different types of equipment that you service (“WO-CHAINSAW”, “WO-LIFT”, “WO-B52” etc. [The key must start with” WO- “]). These items can be used for all of your customers. You may want to enter a sell price, such as a bench fee to cover the cost of diagnosing these repairs. The print out tab for these items might contain the terms of your repair policy. These items will usually have their own category (Work Orders).

 

Customer Specific Work Order Items

You can also create “WO-autogenerated“ Customer Specific Work Order Items. These items would be used for the specific customer owned equipment that you want to track the maintenance/repairs done, or due for your customer owned equipment, just as you are able to do with your own equipment. Creating these WO items for the specific serialized unit will allow for you to record the unit information on the WO item and allows you to setup maintenance schedules for the unit. This value- adding service is beneficial to your customer; having accurate maintenance records could increase the value of your customers’ equipment when they decide to sell.

When you create the Work Order, the work order item selection screen will display the work order items available for this customer (both generic and this customers specific items).

Add Work Order Item

This allows you to add an item to the Selected Work Order Item Menu. If you want to add one for all customers, you can modify the auto-populated KEY, but must retain the “WO-“ .

To create an item for this specific customer, DO NOT modify the auto-populated KEY, as it contains the customer’s number and ties this item to the customer record.

The next time you write a work order for this customer the work order items tied to the customer will appear in the list.

 

Customer History - Allows you to see all the items this customer has previously purchased from you.

Create a Work Order Item from a Contract - Work order items for sales items or asset sales items can be created right from the contract they’re sold on. From the contract, right click on the sale or asset sale item. Select ‘Create Work Order Item’.

If the item has existing warranties or applicable maintenance schedules, the operator will be prompted on whether or not they should be brought over to the work item. For example, a monthly maintenance schedule will be brought over, where one assigned to time out would not as that is no longer applicable for a work order item.

The work order item created will be specific to this customer. The operator will need to select a category and populate any other information desired in the newly created record. Select ‘Ok’ to save the record when done.

*Note-If the user modifies the populated key and removes the customer number from it, it will no longer be a customer specific work order item.