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 from a template:

  1. Create or open a template by entering the template ID in the Vendor/Order ID field.

  2. From the Edit menu, select Copy.

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. If the Work Order Processing Prompt For Multiplier Quantitycontrol maintenance record is set to Yes, the system displays a prompt with the finished product quantities for each step. Enter the number by which to multiply the quantities displayed to product the requested amount of the finished product.

  2. If prompted, select the shipping branch to use to create the work order.

  1. Edit the process information, if needed.

  2. Edit the materials and quantities, if needed.

  3. If prompted, click the Header tab in the Freight field and enter the vendor's freight terms.

  4. Save the changes and exit the window.

See Also:

Canceling Work Orders

Reviewing Open Work Orders