Creating new workorder for a unit

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Creating new workorder for a unit

 

There are many ways to quickly create a new workorder for a unit:

 

1.Use the New... menu option on the Service Workorders grid

2.Use the Client Finder to quickly select the client for the workorder that will be for the unit

3.Right-click on the unit's name on any grid and select Workorder

4.Use the Search Database to quickly find the unit and right-click on it and select Workorder

 

 

1.Use the New... menu option on the Service Workorders grid

 

In the Service navigation pane grids, select the New1 menu option to bring up the client selection window

Drop down and select the client that "owns" the unit and create the new workorder

NewWO1

 

In the new workorder, drop down the Unit selection and select the unit

SelectUnitInWO2

 

SelectUnitInWO1

 

2.Use the Client Finder to quickly select the client for the workorder that will be for the unit

 

In the Service navigation pane grids, select the New1 menu option to bring up the client selection window

Enter in any text that you may have entered regarding that unit in the Client Finder field (for example the unit's serial number) and click on the finder button

ClientFinder4

 

Clients will now be listed in the selection list that has this text entered in one of their related objects such as the unit entry screen.

Select the client and create the new workorder

ClientFinder5

 

In the new workorder, drop down the Unit selection and select the unit

SelectUnitInWO2

 

SelectUnitInWO1

 

See also: Client Finder

 

 

3.Right-click on the unit's name on any grid and select Workorder

 

For example:

 

In any grid where the unit is listed, right-click on the unit's serial number and select Workorder

The client selection window for a new service workorder will appear with the client that "owns" that unit already selected.

RightClickWONew3

 

The client selection window will display with the client that "owns" this unit already selected

Select a template for the workorder if desired, and OK to open up a new service workorder entry screen with that unit already selected.

 

 

4.Use the Search Database to quickly find the unit and right-click on it and select Workorder

 

For example:

 

You want to quickly create a new service workorder for the unit with serial number 75g5768j453

Search for 75g5768j453 in the Search Database section

Just right-click on the Source, and select Workorder.

RightClickWONew

 

The client selection window will appear with the client that "owns" this unit already selected for you. Select a template if desired and OK to open up a new workorder with that unit already selected.

NewWO2