ITrack/Enterprise/Work Orders Screen - Revision history

Codeman: Fixed more broken links

2009-09-03T02:29:53Z

Fixed more broken links

← Older revision		Revision as of 21:29, 2 September 2009
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	Using the ''Work Orders'' screen allows you to associate different types of work with a particular vehicle or list of parts and track the use in the inventory you have in Itrack Enterprise.		Using the ''Work Orders'' screen allows you to associate different types of work with a particular vehicle or list of parts and track the use in the inventory you have in Itrack Enterprise.

	To access the ''Work Orders'' screen, click on ''Work Orders'' in the [[main menu]] in the upper left of the screen, it is last in the list.		To access the ''Work Orders'' screen, click on ''Work Orders'' in the [[ITrack/Enterprise/Home Screen\|main menu]] in the upper left of the screen, it is last in the list.

	To begin a work order, start by selecting the type of work that is to be done in the ''Type'' field in the upper left hand corner or of the ''Work Orders'' screen. Some examples of work types would be Rebuilds, Service, or Repair. (The list is configurable to your needs upon original set up of the Enterprise system.) Once the type is selected, you will need to select a customer, ''Category'' and ''Job'' type. If you do not assign a Unit #, the system will automatically assign the next number in line to the Work Order. You can continue to fill in as much information as possible in the fields along the top of the ''Work Orders'' screen.		To begin a work order, start by selecting the type of work that is to be done in the ''Type'' field in the upper left hand corner or of the ''Work Orders'' screen. Some examples of work types would be Rebuilds, Service, or Repair. (The list is configurable to your needs upon original set up of the Enterprise system.) Once the type is selected, you will need to select a customer, ''Category'' and ''Job'' type. If you do not assign a Unit #, the system will automatically assign the next number in line to the Work Order. You can continue to fill in as much information as possible in the fields along the top of the ''Work Orders'' screen.

	To add parts to the work order, click on the '''Add Part''' button at the bottom right of the ''Work Orders'' screen. You will be redirected to the [[Search screen]]. Search for the part as you would on a sales order. When you have found the part that you want to add to the work order, you can double click on it. You will be returned to the ''Work Orders'' screen and the part will appear on the order.		To add parts to the work order, click on the '''Add Part''' button at the bottom right of the ''Work Orders'' screen. You will be redirected to the [[ITrack/Enterprise/Search Screen\|Search screen]]. Search for the part as you would on a sales order. When you have found the part that you want to add to the work order, you can double click on it. You will be returned to the ''Work Orders'' screen and the part will appear on the order.

	[[Image:16.2 Work Order Show Job.png\|thumb\|center\|700px]]		[[Image:16.2 Work Order Show Job.png\|thumb\|center\|700px]]
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	[[Image:16.4 Work Order Labor.png\|thumb\|center\|700px]]		[[Image:16.4 Work Order Labor.png\|thumb\|center\|700px]]

	Now that the work order has been filled out, you can save it by clicking on the '''Save''' button in the lower right hand corner of the ''Work Orders'' screen. The work order will remain “open” until the '''Finalize''' box is checked in the lower right hand corner of the screen. Once the work order is saved, it will appear under the ''Work Orders'' tab on the [[Home screen]].		Now that the work order has been filled out, you can save it by clicking on the '''Save''' button in the lower right hand corner of the ''Work Orders'' screen. The work order will remain “open” until the '''Finalize''' box is checked in the lower right hand corner of the screen. Once the work order is saved, it will appear under the ''Work Orders'' tab on the [[ITrack/Enterprise/Home Screen\|Home screen]].

	[[Image:16.5 Work Order Home.png\|thumb\|center\|700px]]		[[Image:16.5 Work Order Home.png\|thumb\|center\|700px]]

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman at 19:42, 14 August 2009

2009-08-14T19:42:53Z

← Older revision		Revision as of 14:42, 14 August 2009
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	[[Image:16.5 Work Order Home.png\|thumb\|center\|700px]]		[[Image:16.5 Work Order Home.png\|thumb\|center\|700px]]

			[[Category:ITrack/Enterprise]]

Codeman: Finished the Enterprise Work Orders Screen

2009-07-31T18:56:04Z

Finished the Enterprise Work Orders Screen

New page

==Creating Work Orders==

[[Image:16.1 Work Order.png|thumb|center|700px]]

Using the ''Work Orders'' screen allows you to associate different types of work with a particular vehicle or list of parts and track the use in the inventory you have in Itrack Enterprise.

To access the ''Work Orders'' screen, click on ''Work Orders'' in the [[main menu]] in the upper left of the screen, it is last in the list.

To begin a work order, start by selecting the type of work that is to be done in the ''Type'' field in the upper left hand corner or of the ''Work Orders'' screen. Some examples of work types would be Rebuilds, Service, or Repair. (The list is configurable to your needs upon original set up of the Enterprise system.) Once the type is selected, you will need to select a customer, ''Category'' and ''Job'' type. If you do not assign a Unit #, the system will automatically assign the next number in line to the Work Order. You can continue to fill in as much information as possible in the fields along the top of the ''Work Orders'' screen.

To add parts to the work order, click on the '''Add Part''' button at the bottom right of the ''Work Orders'' screen. You will be redirected to the [[Search screen]]. Search for the part as you would on a sales order. When you have found the part that you want to add to the work order, you can double click on it. You will be returned to the ''Work Orders'' screen and the part will appear on the order.

[[Image:16.2 Work Order Show Job.png|thumb|center|700px]]

To add a job to the work order, click on the '''Add''' button, under the ''Job'' field. A new window will open where you can add information about the job. Click the '''OK''' button when you are finished entering information and the job will be saved to the work order.

[[Image:16.2 Work Order Job.png|thumb|center|700px]]

You can also enter specific tasks associated with the Job, or the work order in general. You can do this by clicking on the '''Add Task button'''. A window will open that will allow you to add information for that task, including who the task is assigned to.

[[Image:16.3 Work Order Task.png|thumb|center|700px]]

Just as you added tasks, you can add labor cost to the work order, by clicking on the '''Add Labor''' button. A window will open that will allow you, or the person that the order is assigned to, to add time to the order for the work that has been done. This can be done as many times as it is necessary to complete the work.

[[Image:16.4 Work Order Labor.png|thumb|center|700px]]

Now that the work order has been filled out, you can save it by clicking on the '''Save''' button in the lower right hand corner of the ''Work Orders'' screen. The work order will remain “open” until the '''Finalize''' box is checked in the lower right hand corner of the screen. Once the work order is saved, it will appear under the ''Work Orders'' tab on the [[Home screen]].

[[Image:16.5 Work Order Home.png|thumb|center|700px]]