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The Work Order browser displays existing work orders (whether open or closed). It can also be used to create new work orders and to print existing work orders.
For general information on browsers, see Browsers and Editors.
To start the Work Order browser, select Work Orders —> Browse Work Orders from the menu. The browser window contains the following:
- Show only: Options in this area determine what type of work orders are listed.
- Open: If this is selected, the browser only lists work orders which are still open.
- Closed: If this is selected, the browser only lists work orders that have been closed.
- Voided: If this is selected, the browser only lists work orders that have been voided (cancelled).
- W/O Number: The identification number of each work order.
- Subject: Shows the "Subject" field for the work orders.
| Note: The list of summaries is sorted in alphabetical order, not in the same order as the work order numbers. This makes it easier to find a work order when you don't know the number but do know the summary. However, sorting in this way means that the "W/O Number" and "Subject" lists are in different orders (one numeric, one alphabetical). Therefore, a particular work order number and its associated summary will not usually line up beside each other on the screen. |
- Edit: Lets you edit the currently selected work order.
- New: Creates a new work order. For more information, see Creating and Editing Work Orders.
- Clone: Copies most of the information from the work order that is currently selected in the list and creates a new work order containing the copied information. MainBoss opens a window to let you modify the work order; this is the same window opened for New.
- Close: This button only appears when the browser is displaying open work orders. Clicking Close lets you close the work order that is currently selected in the list. Specifically, it opens the work order editor; you can then enter information in the work order's Close section and close the work order.
- Reopen: This button only appears when the browser is displaying closed or voided work orders. Clicking Reopen re-opens the work order that is currently selected in the list. This means that the selected work order is removed from the list of closed or voided work orders and moved to the list of open work orders. If you want to make changes in this work order, click Open in the Show only area and you'll see that the work order appears in the list. You can then edit the work order normally (by clicking on the work order and then clicking Edit).
- Void: This cancels the work order that is currently selected in the list. More precisely, it moves the work order to the "voided" list. If the work order is open, any materials that it put on reserve are taken off reserve again.
| Note: When you void a closed work order, MainBoss does not adjust material levels automatically. For example, suppose that a closed work order describes work on a forklift truck and says that the work used a fan belt; at the time the work order was closed, your inventory records on fan belts would be revised to say that you have one less fan belt (since one fan belt was used in the work order). If you later void the work order, MainBoss does not adjust your inventory records to add back the fan belt. If appropriate, you must adjust the inventory records yourself using an appropriate inventory adjustment (as described in Adjustments). The reason for this is that voiding a closed work order is an unusual operation—it says that you didn't really do work that you previously claimed you did. In such a situation, we have found that it is better for users to make adjustments by hand rather than have MainBoss change things automatically. |
- Print: Prints one or more work orders. For more information, see Printing Work Orders.
- Search: Searches for a particular work order in the table.
- Done: Closes the Work Order browser.
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