Converting Suggested Work Orders

Convert suggested work orders to open work orders and populate the work order based on its associated template to make sure all the appropriate steps are added. Only products tagged with a work order template display in the Suggested Work Order Queue. In order for a product to display on the Suggested Work Order Queue, the product must have a Work Order Template attached to it.

To convert a suggested work order:

  1. Display the Suggested Work Order Queue.

  2. Select the order you want to convert to an actual work order.

  3. From the File menu, select Convert.

  4. At the prompt, select one of the following and click OK.

  1. If your order contains overrides, the system prompts you to recost overrides.

  2. At the next prompt, select the branch at which the work order will be completed and shipped.

The system creates the work order and removed the suggested work order from the queue.