How to get to this screen: From the Main Menu, click on Maintain Work Orders; you can also reach the work order through the Schedule Board.

A work order record is created and edited here. If you need to create a new work order, type N for next work order number.
When a new work order is created and saved, a new schedule record appears on the Schedule Board.

• Customer # - The customer number from the customer file(mandatory).
  
• Dispatcher - The employee code of the person entering a new work order(mandatory).
  
• WO Date - Work order date.
  
• Time Called - Time called in(auto filled).
  
• Job # - Job number from job cost(optional).
  
• Caller - The person that placed the call.
  
• Serv. Cont. # - The service contract number from the service contract file. This contract number is filled in automatically when service contract PM calls are generated for the month.
• Customer Name - Customer name from the customer file in billing.
  
• Date Promised - The date promised is used on the schedule board when displaying schedule dates.
  
• Emp-Code - The technician's employee code from payroll. If an employee code is not filled in, the work order is shown as Pending on the schedule board.
  
• Job Phone - The job phone from the job cost file.
  
• Contact - The contact person at the customer's site. The caller is copied to the contact by default.
• Customer PO - The customer purchase order number (optional).
  
• Internal Comments - Any notes for internal use the customer will never see. These notes are copied to the invoice.
  

• The last five work orders for this customer are shown at the bottom of the screen.
• Once a new work order is saved a schedule record is auto created. Clicking on the Schedule button opens a new window that displays the schedule record assigned to this work order number. Keep in mind there can be more than one schedule record per work order.
• Clicking on Edit Customer opens a new window that brings up the customer file for this customer.
• The Pager button pages out this call to the technician's pager. This selection is normally used by the dispatcher.
• Create Parts Request is normally used by a sales person.

• Material Template - Used for construction jobs only.
  
• Line - The auto assigned line number that can be changed in order to alter the sequence of the listing.
  
• PO # - The purchase order number assigned to the work order number if one exists.
  
• Item # - The inventory item number(optional).
  
• Loc - The inventory location(optional).
  
• Description - The item name of the part.
  
• Qty - The quantity needed.
  
• Rec - The quantity received on a purchase order if any.
  

New material items can be manually added by clicking on the Add Lines button.

Back to Technician Menu