Parts & Workshop Orders > Amending a Workshop Order

Amending a Workshop Order

Why:

At times you may want to add additional text, operations or parts to a workshop order, or remove/change any existing details.

 

Where:

From the Workshop Order View, highlight the order that you would like to amend and then right-click and select Open. Alternatively, highlight the order and select Order > Open from the menu bar, click the open button  or double-click the order. All of these methods will display the Order Details window for the selected order.

 

How to Amend Workshop Orders:

Operations can be added to an order by selecting the operation tab and then entering the operation number, quantity and payment code.

To amend an operation, highlight it, right-click, select Change, enter the new operation number and select OK. The operation selector may also be used. Amend time if necessary and select OK.

To remove an operation, highlight it, right-click and then select Delete (if time is booked against this operation, this action is not allowed).

Parts can be added by selecting the parts tab and entering the part number, quantity and payment code (if required). To remove a part from an order, highlight it, right-click and then select Delete.

 Note! Your ability to do this depends upon the authority level assigned to your user ID.

Text can be added by selecting the text tab and entering a description. Text can be removed from an order by highlighting them in the order lines section, then right-clicking > Delete.

 

What else would you like to do?

Copying a Workshop Order.

 

Related Topics:

Adding an Operation to a Workshop Order.

Adding Parts to a Workshop Order.

Changing the Customer on an Order or Quotation.

Changing the Vehicle on an Order or Quotation.

 

Set up:

Authority to remove parts from orders is given within Control Files > Part User ID Maintenance.