Creating Work Order Templates

If a customer orders a product that requires value-add processing on a regular basis, you can create a template for ease of subsequent entry. The template includes each step in the process, who performs it, and how long completing the step takes. If you are not processing the product in-house, it also includes any standard setup and processing costs the vendor imposes. The template also includes the materials required and standard quantities of each, along with shipping information, if required. You can create an order and then create a template from it, or just create a template.

Note: Work order templates cannot be converted from other systems.

Before you begin, verify that the finished product has a maintenance record. You cannot process the order without a finished product.

To create a work order template:

Enter or open a work order or existing template.
Review and edit the information, as needed.

Do one of the following to create a template:

To copy the order to a template, use the Copy hot key to display a prompt. Type T and press Enter.

Note: If you are creating a template from another template and the original template contains overrides, the system prompts you to decide if you want to maintain those overrides.

To change the order into a template, use the Make Template hot key to display a prompt. Type Y and press Enter.

Note: You cannot create a template from an order if any step has a status of I - Inprocess or C - Complete.

Do one of the following:

Create an order from your new template.
Press Esc to close the template.