Commercial Work Order

The Commercial Work Order Entry frame allows you to create and process commercial work orders for jobs to be performed by outside vendors on Units only. This frame allows you to create a work order for the user to add jobs and enter commercial charges in one step. Also, you can add commercial charge information to existing work orders.

The Commercial Work Order frame also provides you with the ability to create purchase order numbers to use for vendor repairs. You can assign a work request to a commercial work order on this frame.

How to:

Create a Commercial Work Order

Enter a Unit No or select from the Unit List.
Press Enter or Tab.
Select New WO. The Action Required window opens.
Select Continue.
Enter a WO Reason or select from the Visit Reason List for Work Orders.
Enter a Vendor No or select from the Active Vendor List.
Enter a Contact name.
Select Save. The Work Order number is created.

You can select the Work Order link within Work Order Information to view the Work Order Main frame.

Modify a Commercial Work Order

Enter the Unit No.
Press Enter.
Modify the applicable fields.
If the job is complete, enter DON as the Job Status.
Enter a Completed Date.
If all jobs are complete, enter a Closed Date.
Select Save.

Cancel a Commercial Work Order

Enter the Unit No.
Select Delete. The Action Required window opens.
Select Proceed to confirm the cancel.
Select Save.

Unit Information

Alt. Unit No - The alternate unit number from Unit Main displays, if applicable.

VIN - The serial number of the unit.

Tech Spec - Read-only. Indicates the tech spec number of the unit.

Links

The following links display within Unit Information after you enter a Unit number.

View Warranty Coverage - Opens the Warranty Unit Setup frame with unit warranty details.

View Unit Job History - Opens the Work Order Query frame with job history details for the unit number.

Work Request Incident - Opens the Work Request Incident frame.

View Standard Job History - Opens the Standard Job Schedule frame for the unit and its scheduled standard jobs.

View Commercial WO History - Opens the Work Order Commercial Charge Query frame.

Work Request Incident Query - Opens the Work Request Incident Query frame.

Vendor Information

The Vendor List i-frame displays the Vendor No, PO Number, Auth Amt Contact, Phone, Ext, Charges Submitted Date, Completed Date, and Status fields.

The following fields display when the Status is AT VENDOR:

At Vendor Date
Ordered By
Reference No
Invoice No
Invoice Date
Charge WO Date
Reconcile (Yes or No)
Payment Type (Credit Card, Check, PO)
Towing Amount
Towing Label (Miles, Hours, Kilometers)

Job List for Vendor Number

Displays the Job, Rsn, Incident No, Cost Est, Plan Time, Book Time, Labor Amt, Part Amt, Add Misc Amt, Add Tax Amt, Add Total Cost, Add Req No, Position, Status, Completed Date, Job Notes, and Warr Notes fields.

System Flag 5522 controls when you are able to view one Note icon on the job line. When you select Notes, the notes for the job display all job notes and 3C notes associated with the job line on a new frame with Print functionality.

Work Request List

Allows you to select the Add checkbox for the work order Job to add to the Job List for Vendor Number.

Work Order Summary

Displays the Job Count and Charges for work orders added to the Job List for Vendor Number.

System Flags

See the System Flags Table for a list of system flags.

Role Privileges

See the Role Privileges Table for a list of role privileges.