Create a credit work order
- At the EMMS main menu, click the Work
Orders button. The Work
Orders display screen appears.
- If necessary, click All/Open
to find the work order to be credited.
- Right-click on the work order to be credited and select Copy.
The Copy Work Order
enter screen appears.
- Fill in the fields as required.
- Click Enter
. The Confirm
prompt appears.
- Click Confirm.
- If you are creating a second work order to another customer,
the Customer for WO Copy
screen appears.
- Select the customer; it cannot be a miscellaneous customer.
The system will use the current cost in conjunction with the new
customer's price books to determine the selling price (if billable).
- If you back out of this screen without selecting a valid customer,
the second copy will not be created.
- You return to the Work Orders
display screen, where a message at the bottom of the screen will show
the work order number that was created.
- The work order line parts created will use the cost from the
original work order line part rather than the current average
cost, which might be different.
- The actual labor hours on the original work order line will
be used as the estimated hours on the new credit work order.
- If a part is added to the credit work order after it was created,
that part will use the current average cost.
What next?