Change a work order customer or unit

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Right-click on the work order and select Change. The Edit Work Order change screen appears.
3. Click Actions . The Work Order Actions screen appears.
4. Click WO Customer/Unit Change. The Change Work Order Customer or Unit enter screen appears.
5. Change any field values as required.

   Assigned Customeris the new customer the work order is for, if applicable. You can click on the Prompt button to select the customer from a list.

   Billing Customeris the billing customer for the work if different from the assigned customer. If the business parameter is set and the unit is on a rental or lease agreement, the system will look for the rental or lease billable customer. If the unit is on overlapping rental agreements, Enrich will select the first customer record found for the unit. However, if you enter a customer here, it will be considered an override, and the system will not look for a rental or lease billable customer. You can click on the Prompt button to select the customer from a list.

   Customer Contactis the name of the person at the customer's office to contact about this work order.

   Customer POis the customer's PO number for the work, if available.

   Miscellaneousflags whether or not this is an unassigned, miscellaneous unit.

   Override Address #is the address that should be used in place of the regular address, if applicable. You can click on the Prompt button to select the address from a list.

   Retail Customeris the retail customer the work order is for, if applicable. You can click on the Prompt button to select the customer from a list.

   Unit #is the new unit to be assigned to the work order, if applicable. You can click on the Prompt button to select the unit from a list.

6. Click Enter . The unit and/or customer will be changed on the work order.
   • If you changed the unit number to one that is on a PM whose VMRS was previously manually typed onto the work order, a  warning message will appear. You will have to decide if you want to delete the VMRS from the work order and add it properly as a PM for the unit by pulling the PM from the roster. If not, it will look like the PM was done, but it won't update history because it didn't come onto the work order as a real PM.

Back to work order Actions or Change a work order