Work Order Creation

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  • In general, the fields to be entered are self explanatory
  • Notes for Martin's Leave (Jan-July 2015) for Mark Reynolds:
    • Project type is of secondary importance, best guess is fine
    • Priority is A/B/C/X. Set all to "X" unless Douglas is going to keep this up-to-date.
    • Expected duration, remaining duration set to zero
    • Status Most important is to close jobs on completion. Correct declaration of status would be helpful for Douglas, nice-to-have.
    • Reference WO# is normally left blank. Use to refer back to previous work orders of interest, especially if the current work order is a repeat job with little or no changes
    • Set account: the Jones and Madison labs systematically use different speedcharts for labour and material, see Default Speedcharts for Billing
    • Contact phone is of secondary importance
  • Make extensive use of the Notes text box
  • Doug Wong, Pavel Trochtchanovitch and Jon Nakane can be consulted for help on this

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