Work Orders and Projects
Work Orders Screen
- If you go to the 'Jobs'module (top tool bar) you will be presented with the work order overview screen. In this screen you can:
- They are listed by filters down the left hand side, i.e. 'All Jobs', 'Completed Jobs', 'Job Type' etc.
To Create a New Work Order
- Click on 'New Work Order' and a new window will appear.
- Type in the 'Summary' box a brief description of the job. If you click on the little boxes at the side of 'Job Type', 'Property' etc. it will open a new window that you can add and select entries from.
- Enter:
> The 'Appointment' time and date.
> The 'Job No' (the next available one will be assigned once created).
> The date the job started and when it is due by.
> The status of the job and priority type.
> Custom 1, 2, 3 for any extra info that may relate to this order.
> The 'Project Link', if you have any projects set you can link the work order.
- You can add up to 3 quotations to a work order in the 'Quotations' tab.
- You can approve a quote from this screen and create a supplier invoice by selecting 'Approve 1', '2', '3' and click 'Supplier Invoice'.
- This will open a new window with all details entered, check all the details are correct and charges and click 'Post Invoice'.
- A new window will appear, click 'Yes'.
- This will now have create a quick invoice posted straight into Sage, therefore it will not be listed under the 'Supplier' invoice module, however it will be listed in the transactions tab. Also within this window, if you click on 'Select Transactions' it will bring up a list of transaction against the supplier linked with this work order, you can select and ''Save'.
- The transaction will now appear in the list.
- When you are happy you have entered all the details click 'Save and Exit'.
New Project
- To set up a 'New Project' in the 'Jobs' module, click on the 'Project List' tab (bottom bar) and click 'New Project'.
- A new window will now appear.
- Type in the summary box a brief description of the project.
'Project Type' - click in the box and a new window will appear, select from the list and click 'OK'.
'Property' - choose from the drop down list
'Custom 1', '2', '3' - fill in any extra info that may relate to this project.
'Project No' - this will be assigned once project is created.
- Enter the projects start date and the date that it due to end.
- If you have linked any work orders with a specific project they will appear here.
- When you are happy that you have entered all the details click 'Save and Exit'.
- The project will now appear in the 'Overview' screen.
Project Chart Screen
- Click the 'Project Chart' tab (bottom bar) in the 'Jobs' module.
- In this screen you have an overview of the projects in a chart style.
For More Information Please See The Attached Document