Creating Work Orders from Templates

If you frequently use a work order process, you should create a template for it. The template includes all of the materials and processes needed to produce the finished product. You can then copy the template to an order to speed the entry process.

To create a work order based on a template:

  1. Create or open a template.

  2. Use the Copy hot key.

If the Work Order Processing Prompt For Multiplier Quantity control maintenance record is set to:

Depending on your system setup, you may then be prompted to select the shipping branch to use to create the work order. To accept the branch indicated on the template, press Enter; otherwise, enter the branch for which to create the work order and press Enter.

Note: You cannot copy a work order template that has deleted items. If you try to copy a template with deleted items, the system displays an error.

  1. Press Enter to re-display the Work Order Entry screen in order entry mode.

  2. Edit the process information, if needed.

  3. Edit the materials and quantities, if needed.

  4. Press Esc.

If the Work Order Entry Header screen displays, in the Freight field, enter the vendor's freight terms. Edit other header information as needed and press Esc to return to the Work Order Entry screen. Press Esc to save the order and clear the screen.

See Also:

Entering Work Orders