Inserting and Deleting Work Order Steps

You can insert or delete steps on work orders, as needed. For example, if you are creating a work order template and see that you forgot a step in the middle, you can add it in between existing steps. In addition, if you use a template and find you don't need each step, you can delete a step after copying the template to a work order.

Note: When inserting or deleting steps the system uses the Method For Calculating Process Qty For Work Orderscontrol maintenance record to determine when to adjust process costs.

To display a work order:

  1. From the Orders menu, select Work Order Entryto display Work Order Entry.

  2. In the Order ID / Description field enter the order you want to work on.

To insert a step on a work order:

  1. Display the work order to which you need to insert a step.

  2. Select the step before which you want insert a step.

  3. From the Steps menu, select Insert Step.

  4. Complete the step information including process, vendor, and quantities.

Note:Adding a step puts a new step at the bottom of the current work order as the very last step.

  1. Save your changes and exit the window.

To delete a step on a work order:

  1. Display the work order from which you need to delete a step.

  2. Select the step you want to delete.

  3. From the Steps menu, select Delete Step.

  4. At the prompt, click Yes to confirm the deletion and enter a reason for change.

  5. Save your changes and exit the window.

See Also:

Entering Work Orders

Tagging Work Orders to Sales Orders

Reviewing Open Work Orders