Editing Work Orders

After you enter a work order, but before it is processed, you may need to make some changes to it. However, if the work order has been reconciled in A/P, you cannot change the setup, processing, freight, or handling costs. You must have authorization to edit work orders.

Note: If you enter a product with a Delete status and the quantity exceeds the amount on-hand to sell, a warning displays. For more information about product status, see Product Status Codes in Product Maintenance.

To edit a work order:

  1. From the Orders menu, select Work Order Entry to display the Work Order Entry window.

  2. In the Vendor/Order ID field, enter one of the following:

  3. Vendor name - The system displays a list of work orders open for that vendor.

  4. Order ID - The number or partial number of a work order ID that you want to open.

  1. Adjust the information as needed:

To...

Do the following:

add or delete a step

Use the Add Step or Delete Step button.

add or delete a process

Use the Add Process or Delete Process button.

change freight and handling

Use the Freight or Handling fields in the Total Information area or click Total Details to view all total fields.

add a bill of lading number

Click Header Details to display the additional header information.

add capitalized freight

change ship vias

Use the Ship Via field in the Header Information area or click Header Details to view all header fields.

change payment terms

Use the Payment Terms field in the Header Information area or click Header Details to view all header fields.

add vendor instructions

Use the Vendor Instructions field in the Header Information area or click Header Details to view all header fields.

add internal notes

Use the Internal Notes field in the Header Information area or click Header Details to view all header fields.

change units of measure

Use the UM field in the Process Information area.

update start or complete dates

Use the Start Date or Complete Dates in the Process Information area.

mark the order as Vendor to Vendor

Click Header Details and select Vendor to Vendor.

  1. Save the information and exit the window.