Clone Work Order

This utility can be used to make a copy of an existing Work Order including the applicable Maintenance Schedule information.

This is useful in the process to correct a W.O. Invoice when there are incorrect parts, quantities, customer, comments, costs, prices, labour, dates, etc, because once a Work Order is converted to a W.O. Invoice, the W.O. is moved to history and the W.O. invoice cannot be changed.
The original incorrect Work Order and associate W.O. Invoice can be reversed using the Create Credit Work Order utility.
Then this utility can be used to make a new copy of the original incorrect Work Order, and corrections can be made before billing on a new corrected W.O. Invoice.

The prompts to clone a W.O. are:

EXISTING WORK ORDER#

Enter the Work Order number to be copied or select it from Current or from History using the Estimates/Work Orders Search.
A Comment is added in the Document Comments of the new Work Order referencing the original source Work Order number that was cloned.

CREDIT RATING WARNING

This Credit Rating Warning window is triggered if the customer has been assigned a Credit Rating level that is flagged to generate a warning when new documents are entered.
A window is provided to view the unpaid Account and aging details.

After the warning is acknowledged, the operator may be able to continue to enter the document, depending on the credit warning flag in Credit Ratings.

EXISTING CURRENT WORK ORDERS window:

If a product number has previously been entered for service on a W.O. in the 'Make/Model' field and that W.O. has not yet been closed, this window opens displaying the outstanding Work Order numbers and the customer names.
Windows are provided to drill down to view the W.O. header, details, and totals as outlined in View Document Information.

A flag in the Company Estimate and W.O. Parameters, can be set to prevent a new W.O. from being created for a Non-Bulk product if an open Work Order already exists.
This flag does not prevent a Credit W.O. from being created in Create Credit Work Order.

Note: For WIP progress billing Work Orders, a warning is triggered and only the last invoice's lines will be cloned.

Deposit:
If a Deposit was used included on the source W.O., a warning is triggered that the Deposit amount can be manually added to the resulting cloned Work Order if required.

NEW WORK ORDER#

Accept the auto assigned Work Order # or type in your own Work Order #.

The ability to over-type the document number is controlled by the "Allow Custom Document#" flag for the document type WOWH defined in Last Used Transactions.
A warning is generated if the number has already been used or if the number is greater than 9 characters.

DATE REQUIRED

Accept the date of the original existing Work Order or type in a preferred date.

Date Range Control:
If the operator does not have date range override permission, the date must be within the allowed date range defined for WOWH in Date Range Control.
If the date of the original existing Work Order is outside the date range for WOWH in Date Range Control then the closest allowed date in the range becomes the default 'Date Required'.

Note: The date range control does not apply to the Labour and Parts details dates and they will reflect the source W.O. dates but can be updated if required in the new W.O.

Finished?

Click ACCEPT to create the credit W.O. or CANCEL to abort.

If the copy W.O. is created the header, labour, parts services, and taxes are populated on the new Work Order to match the source Work Order.
The resulting W.O. process is the same as explained in Work Orders.