Campaigns & Schedules > Copying a Schedule to an Order

Copying a Schedule to an Order

Why:

Schedule records can be copied form the Schedule file to an order.  This updates the order with the schedule operation.

 

Where:

From the Workshop Order View, open the order you want to work with and select Order > Schedules or click the Schedules button in the Taskbar. This will display a Scheduled Work screen.

 

How to Copy a Schedule to an Order:

In the Scheduled Work screen, highlight the required schedule and select the Copy to Order icon. The Impact Operation detail window will then be displayed where the user can click the Right mouse button and choose to add by All, Group, Operation or Part. The order number is then written to the Schedule File and the order is updated with the scheduled operation and parts where selected.

 Note! This action is also available for Quotations.

 

What else would you like to do?

Schedule Letters.

 

Related Topics:

Schedule Templates

Schedules.

Impact Drag and Drop Interface to a Workshop or Part Order.