Editing Work Order Header Information

Use the Work Order Entry Header screen to change information that defaults from the vendor's maintenance record. You can change information for one step in the process or copy your changes to the entire process.

Note: If the work order has been reconciled in A/P, you cannot change the setup, processing, freight, or handling costs.

To edit work order header information:

Enter or open a work order.
Position your cursor next to a process and use the Header hot key to display the Work Order Entry Header screen.
Review or edit the following fields:

Field	Description
Ship From	The name and address of the company or individual who will perform the selected process.
Branch #	A number that identifies the branch that is supplying the materials.
Start Date	The date the materials needed to perform the selected step will ship.
Comp Date	The date by which the step in the process is expected to be complete. If this is the last step in the process, this is also the date the product is ready for sale.
Picked by	The user ID of the person who removed the materials from the shelves and packaged them for shipment.
Written by	The user ID of the person who entered the work order.
Ship Via	The method used to transport the materials to the vendor's site.
Step*	The number assigned to the process to which this header information applies.
Ordered with	The name of the vendor's employee who took the order.
Payment Terms	A code the system uses to calculate when your payment is due to the vendor. For example, 10N30 indicates that the net payment is due 30 days after the order date, but if you pay the vendor before that date, you receive a 10% discount.
Phone Number	The telephone number of the company or individual with whom you placed the order.
Freight	A code that indicates whether freight charges are applicable, and if so, who is responsible for paying what part of them.
Vendor to Vendor	If multiple vendors are involved in the manufacture of the item, indicates whether the item ships from vendor to vendor, or returns to your receiving area after each step in the process. Type Y to allow shipments between vendor locations, or N to return the product to your location after each step.
Process*	The process to which this header information applies.
Order #*	A letter followed by a series of unique numbers that identifies the work order.
Vendor Instructions	Any special information about the process the vendor needs to know. This information prints on the work order.
Internal Notes	Use this free-form text field to enter confidential, specific information about the order. This information does not print on any documents.

* View-Only

Use the Change Log hot key to display the Change Log Viewing screen.
Review any changes you made to the header information and press Esc to return to the Work Order Entry Header screen.
Press Esc to display a prompt.
At the prompt, enter Y to copy any changes you made to the header information of the other steps in the process; otherwise, type N.
Press Esc to return to the Work Order Entry screen.