Editing Work Order Processes

After you enter a work order, but before it is processed, you may need to make some changes to it. However, if the work order has been reconciled in A/P, you cannot change the setup, processing, freight, or handling costs. You must have authorization to edit work orders.

Note: If you enter a product with a Delete status and the quantity exceeds the amount on-hand to sell, a warning displays. For more information about product status, see Product Status Codes in Product Maintenance.

To open a work order:

From the Orders menu, select Work Order Entry to display the Work Order Entry screen.
In the Order ID field, do one of the following to display a work order:

Enter the work order number. If you know the step number you want to edit, you can enter it at the end of the work order number to position the cursor on that step. For example, if you enter W1234567.2, the system displays the order and moves the cursor to step 2 of the process.

If your work order number is preceded by zeroes (0), you do not have to enter the zeroes.

Enter all or part of the finished product description to display a list of orders including that product. Select the order to view and press Enter to return it to the Work Order Entry screen.
Press F10 to view a list of recent work orders. Select the finished product description and press Enter to return it to the Work Order Entry screen.

To edit a work order process:

Open a work order.
If the order opens in view-only mode, use the Edit hot key to change the order to edit mode. You must have authorization to do this.
Edit or add additional processes in the following fields, as needed:

Column	Description
Process	A description of the work to perform, such as Assembly or Painting.
Vendor Name	The name of the company or individual who will perform the work. If you select a vendor who is not set up in Vendor Maintenance as a service vendor, you must complete the setup and processing cost information manually. The vendor must be a ship-from vendor.

Press Esc to accept your changes and clear the screen.

More Options for Editing Work Orders

The Work Order Entry screen also offers these options:

To...	Use this hot key...
make a copy of the displayed work order	Copy One of two prompts display, depending on your system setup.
edit the materials for a step, position your cursor on a step and	Material The Work Order Entry Material Detail screen displays. Note: If you change a detail lot, you must first change the status of the step to Open.
view a list of additional options, position your cursor on a step and	Inquiry The Work Order Inquiries screen displays
edit the work order's header information	Header The Work Order Entry Header screen displays.
add comments to a selected step, position your cursor on a process and	Comment The Comments screen displays.
view or edit additional information about the work order	View The View Choices screen displays.
cancel the displayed work order or template	X-Cancel A prompt displays.
print the work order information	Print The Work Order Entry Printing screen displays.
reconcile the cost and materials associated with the work order	Auto Reconcile-On (or Off) (use the Reconcile hot key) A message displays, telling you that you are about to reconcile the work order. Enter Y.
determine whether to allow the system to reconcile the costs and materials associated with the work order, if you have authorization	Auto Reconcile-On (or Off) (use the On hot key) The Auto Reconcile selection list displays. Select one of the following and press Enter: Off – Indicates that you want to reconcile using the Reconcile hot key by Step – Tells the system to reconcile each individual step. by In/Out Grouping – Tells the system to reconcile by the in and out groupings. The method you select displays in the lower right corner of the screen. If you selected Off, the On hot key toggles to the Off hot key. Note: Using this hot key overrides the setting in the Auto Reconcile Work Orders control maintenance record.
use this work order as a template for creating future work orders	Make Template A prompt displays. At the Turn Work Order into a Template (Y/N) prompt, type Y and press Enter.
view the total cost of a step and add freight and handling charges, position your cursor on a step and	Totals The Work Order Entry Totals screen displays.
show any canceled steps in the process	View Canceled The hot key toggles to Hide Canceled.
hide any canceled steps in the process	Hide Canceled The hot key toggles to View Canceled.