Copy a work order

Note that a work order that contains back-to-back sublets cannot be copied. In addition, no work order lines related to packages will be copied. If you copy a sublet-only work order, the new work order will also be sublet only.

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Right-click on the work order you wish to copy and click Copy. The Copy Work Order enter screen appears.
3. Change any field values as required.

   Copy Parts Detailidentifies whether or not materials that were requisitioned on the original work order should be copied to the new work order.

   Copy WO Commentsidentifies whether or not comments attached to the original work order should be copied to the credit work order.

   Create 2nd Copy to Another Customeridentifies whether you are creating a second work order to another customer. If Yes, you must also select the credit option and the original work order must have had a customer. If all the validations pass, the credit copy of the work order will be created first.
        This option cannot be set to Yes if the original customer was miscellaneous.

   Create a Credit WOidentifies whether or not the new work order will be a credit work order, reversing the original work order. This must be set to Yes to create a credit work order. It must also be set to Yes if you are creating a second work order to another customer.

   Open Date for the New Work Orderis the date and time the new work order is being created.

   Readingsare the current meter readings on the unit, followed by the unit of measure for the reading. These will only appear if meters exist for the unit. If multiple meters exist, multiple reading and UOM fields will appear.

   Sublet PO Detailidentifies whether or not a sublet PO should be created if the lines on the original work order were sublet.

4. Click Enter . The Confirm prompt appears.
5. Click Confirm. Enrich assigns the next available number to the new work order, adds it to the roster, and you return to the Work Orders display screen.
6. Right-click on the new work order and select Change. The Edit Work Order change screen appears.
7. Make any changes required.
8. Click Enter to save the changes.

What next?