This utility can be used to make a copy of an existing Work Order including the applicable Maintenance Schedule information.
This is useful in the process to correct a W.O. Invoice when
there are incorrect parts, quantities, customer, comments, costs,
prices, labour, dates, etc, because once a Work Order is converted
to a W.O. Invoice, the W.O. is moved to history and the W.O.
invoice cannot be changed.
The original incorrect Work Order and associate W.O. Invoice can be
reversed using the Create Credit Work Order
utility.
Then this utility can be used to make a new copy of the original
incorrect Work Order, and corrections can be made before billing on
a new corrected W.O. Invoice.
The prompts to clone a W.O. are:
After the warning is acknowledged, the operator may be able to continue to enter the document, depending on the credit warning flag in Credit Ratings.
A flag in the Company Estimate and W.O.
Parameters, can be set to prevent a new W.O. from being created
for a Non-Bulk product if an open Work Order already
exists.
This flag does not prevent a Credit W.O. from being created in
Create Credit Work Order.
Note: For WIP progress billing Work Orders, a warning is triggered and only the last invoice's lines will be cloned.
Deposit:
If a Deposit was used included on the source W.O., a warning is
triggered that the Deposit amount can be manually added to the
resulting cloned Work Order if required.
The ability to over-type the document number is controlled by
the "Allow Custom Document#" flag for the document type WOWH
defined in Last Used Transactions.
A warning is generated if the number has already been used or if
the number is greater than 9 characters.
Date Range Control:
If the operator does not have date range override permission, the
date must be within the allowed date range defined for WOWH in
Date Range Control.
If the date of the original existing Work Order is outside the date
range for WOWH in Date Range Control then
the closest allowed date in the range becomes the default 'Date
Required'.
Note: The date range control does not apply to the Labour and Parts details dates and they will reflect the source W.O. dates but can be updated if required in the new W.O.
If the copy W.O. is created the header, labour, parts services,
and taxes are populated on the new Work Order to match the source
Work Order.
The resulting W.O. process is the same as explained in Work Orders.
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