If a customer orders a product that requires work order processing on a regular basis, you can create a template for ease of subsequent entry. The template includes each step in the process, who performs it, and how long completing the step takes. If you are not processing the product in-house, it also includes any standard setup and processing costs the vendor imposes. The template also includes the materials required and standard quantities of each, along with shipping information, if required. You can create an order and then create a template from it, or just create a template.
Note: Work order templates cannot be converted from other systems.
Before you begin, verify that the finished product has a maintenance record. You cannot process the order without a finished product.
To create a work order template:
Review or enter the process information for the order you want to use as a template.
Review or enter the products and quantities out and in the user needs to complete the work order for the step you are entering.
From the File menu, select Copy Order to display the Copy Work Order Template prompt.
Note: You cannot create a template from an order if any step has a status of In Process or Complete.
In the Finished Products Created with this Work Order area, verify the order is the one you want to use as a template.
In the Create New area, select Template.
Change the Multiply All Quantities By and Price/Ship Branch fields, if needed.
If you are creating a template from another template and the original template contains overrides, the system prompts you to decide if you want to maintain those overrides.
Click OK.
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