Manually generating workorder from quote or pm via WBI

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Manually generating workorder from quote or pm via WBI

Do refer to the AyaNova Help file for AyaNova's features. We only list differences between the main AyaNova Windows program and WBI

 

NOTE: WBI will only save edited data when you tell it to.  This is unavoidable due to the nature of web technology.  If you close the browser window in any other way than using the menu buttons without saving, your changes will be lost

 

 

Generating a workorder from a quote or a pm:

 

To generate a workorder from a quote, you need to:

 

1. first select the quote in the Quotes grid (you will note that the row changes color)

2.and than second select the menu option to generate a workorder

3.and than third, save the created service workorder

 

Same applies to generating a workorder from a PM, you need to first select the PM record in the Preventive Maintenance grid (you will note that the row changes color) and then select the menu option to generate a workorder

PMtoWO1