The clone/convert estimate process provides the ability to copy
a Work Order Estimate without modifying
the source estimate, or to create a Work
Order from the Estimate.
This allows "Standard" generic estimates to be setup that can be
cloned repeatedly to generate actual Estimates and Work Orders,
always leaving the original source estimate intact.
The prompts to clone an estimate are:
Click Create Work Order to make a copy of the Estimate and then immediately convert it to a Work Order.
Note: The operator can only clone an Estimate to Work Order if the Security Role assigned in Operators has permission to access to the Work Orders option in the menu tree.
The following two options apply if a new W.O. is created:
A flag in the Company Estimate and W.O. Parameters, can be set to prevent a new W.O. from being created for a Non-Bulk product if an open Work Order already exists.
Uncheck this box to save the new Estimate that has just been
cloned from the "Standard" Estimate.
Check this box to delete the new Estimate that was the source for
the new W.O.
Note: If the estimate is deleted, the Invoice per Estimate Processing cannot be used, and the deleted Estimate does not appear in any estimate history inquiry information.
The ability to over-type the document number is controlled by
the Allow Custom Document# flag for the document type
defined in Last Used Transactions.
A warning is generated if the number has already been
used.
Date Range Control:
If the operator does not have
date range override permission, to help prevent data entry
errors the date is checked against the current Date Range allowed
for "WOWH" WORK ORDERS, as defined in Date
Range Control.
Enter the Employee code to be assigned to any labor details on
the new W.O., or select one from the Employee
Search window.
The employee code can later be changed for individual labor details
when the clone action is accepted.
Uncheck this box to use the general labor rate, as assigned to the labor service in Services Codes.
Check this box to use the employee's wage rate.
This can still be over-typed on the W.O. if required.
If the flag to Prompt for Clerk is not set in the
Company Security Parameters, then the
operator code currently signed into the session will automatically
display but can be over-typed as required .
If Prompt for Clerk is activated a valid operator code must
be entered in this field and the clerk name will print on the
document.
A further flag can be set to require the operator's password to
verify the clerk's identity.
Create Work Order Actions:
The following additional information fields apply when a new W.O.
is created:
Click YES to update availability requirements for the product
being repaired, so it is considered NOT available until the W.O. is
closed.
Click NO if the product should remain available for rental.
Note: If the operator is NOT prompted to update the requirements, the equipment being serviced on the W.O. will be considered as available for rental or as NOT available for rental according to the Update Requirements Default for the division, as set in the Divisional Work Order Parameters.
If the equipment already carries a Reserved status, a
warning is first triggered.
e.g. currently On Contract, or On Delivery, or On Lease
The current configurable status code for this product is then
displayed.
e.g. Available for Rent
A new code can be entered for this product while it is being
serviced, or selected from the valid codes in the Product Status Codes Search window.
Only configurable codes having the same depreciation permission
flag as the current code, are valid for this product.
The corresponding warning message for this status code will then be
displayed if an operator attempts to put the product out on a
contract, until the status is changed back when the W.O. is closed
and it is ready to rent again.
When the W.O. is completed and closed, the operator will be prompted again to update the product status code.
Click Yes to view the maintenance records for the
equipment, and to update a single service record.
A window opens to select the appropriate maintenance record from
the schedule, as outlined in Maintenance Type
and Code Search.
Click Multiple if more than one maintenance schedule
record applies.
The Maintenance Type and Code Search
window opens displaying the existing Maintenance Schedule
records.
Select each maintenance record individually that is to be completed
on this W.O. by adding it to the list displayed in the Maintenance Schedule window.
Note: When Work Orders have multiple maintenance codes using
parts that charge taxes or fees according to the Class/Group
Service Charges, the charges generated will reflect those
maintenance codes.
For example: If 6 litres gas with code AA, and 4 litres of gas with
code DD, are used, then two carbon tax service lines are charged.
One with maintenance code AA for 6 litres, and the second with
maintenance code DD for 4 litres.
The Work Order number assigned to the product will print on the Maintenance Schedule, to help track work in progress. When the Work Order is finished, (either invoiced or closed to a repair), the Maintenance Schedule entry is closed.
If the selected employee has a labor code and default wage rate assigned in Time Charge Operators the following prompt appears:
The new W.O. appears on the screen as explained in Work Orders.
Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, then Inspection
Forms will be automatically added to the resulting Work Orders if:
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