How To: Sale Pending Method 2 – Creating the Work Order

Overview

This tutorial describes how to create the work order when using Sale Pending Work Orders Method 2.

Step-by-Step

  1. Access Work Order Entry (07-01) and enter your employee number.

Click image to enlarge.

  1. From the ‘Work Order Type’ drop-down list, select ‘Sales Pending.’

  1. The ‘Customer Order #’ field appears to the right. Enter the Order Number from the customer’s DD transaction.

  1. Press the Tab key and the line number that pre-prompts is the first sequential line on the DD that is an interface item. Make sure that this pre-prompted line contains the item (PREWIRE, INSTALL, CLEANUP, etc.) that will link to this work order. If it is not, you can change it at this time.

  1. Click Ok.

Click image to enlarge.

  1. The customer information from the DD ticket appears; verify that it is correct.
    • Instructions entered on the DD transaction (on the Instructions tab) appear in the ‘PROB’ field. If no instructions were entered, ‘INSTALLATION ON PENDING SALE: XXX.XX’ appears in this field. You can change it if necessary.

  1. Click the Item tab.

Click image to enlarge.

  1. The interface item (INSTALL) displays on the Item tab. If it is correct, move to the next step. If it is incorrect, click Cancel and repeat steps 1-7 of this tutorial.

  1. Enter the Master Tech number and any other necessary information and click Ok.

Click image to enlarge.

  1. The Create Work Order window opens. Click OK to accept the displayed Work Order Number.

Click image to enlarge.

  1. The prompt ‘Will the technician be delivering any product from the customer order?’ displays.

    You have two options:

    2. Yes
    This option moves the merchandise lines from the DD transaction to the work order.

    This is used if:

    • To avoid error, the service technician is supposed to take the merchandise with them to the installation job. This does not change how revenue or costs for merchandise are handled by the system.
    • You want to make sure that the merchandise on the DD is not shipped until the job or trip is completed. This ensures that the costs and revenue for merchandise, labor, and parts all post to financials at the same time.

    No
    This option keeps the merchandise lines on the DD transaction.

    This is used if all items are being delivered from the store.

    In this example, all items are being delivered from the store so you will click No.

  1. Click Ok at the bottom of the screen.

    Now we need to wait until the service technician completes the job. While the job is in progress, the DD interface line will be linked to the work order. The system will not allow shipment of the interface line until the work order is completed, finished, finalized and updated to a ’60’ (History) status.

Click image to enlarge.

  1. To verify that the DD transaction and work order are linked, open the DD order in Order Maintenance (02-08-02). ‘Linked WO xxxxxx’ should appear in the ‘Supply’ column (on the Detail tab) for the interface item.
    NOTE: You can ship unlinked merchandise lines if necessary.
Tags: ,