Work Order Review

Program/Screen: WOCRTT/WOCRTT80

Description:

Use this screen to review the details of the work order or work order quote before making the final save that creates it, updates it, or closes and bills it. You can also choose to print and fax or email the work order/quote from this screen. If the work order is to be billed to a customer, enter the pay codeCode that represents a method of payment made by customers or made to vendors. and split payment methods if necessary.

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Navigation
Fields
Function Keys

Navigation

This is the final screen in the work order programs. Review the details of the work order/quote and indicate whether you want to print, fax, or email it. If the work order is for a cash customer, indicate their payment method and process their credit card if necessary. After review and payment processing, press Enter to save the work order/quote. Depending on control records settings, the Truck Dispatch and Requisition Entry programs might launch next. If the work order is associated with a warranty claimClaim for compensation from the manufacturer for the repair of equipment that is under warranty., the Claim Maintenance program launches.

Unique Open/Update/Close Work Order Screens

Open/Update/Close Work Order - Launch

Equipment Information Entry

Quote to Order

Clone Work Order

Open/Update/Close Work Order - Header

Additional Information

Work Order Review

Additional Program Screens

Fields

Available Credit

If this work order is for a customer, this field displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.

If this is an internal work order, this field is not displayed.

Work Order Number

Displays the number the system assigned to the work order/quote. When you are creating a new work order/quote, this field is blank until you have completed all fields.

Print/Reprint

Indicate whether you want to print the work order/quote.

Billing Information

Name

The customer's name for billing purposes. If this is an internal work order, the location name is displayed.

Address 1

Line 1 of the customer's billing address or your location address.

Address 2

Line 2 of the customer's billing address or your location address.

City

The city of the customer's billing address or your location address.

State

The state or province of the customer's billing address or your location address.

Zip

The postal code of the customer's billing address or your location address.

Phone

The customer's main billing phone number or your location's phone number.

Job Location

The location associated with the job you selected for the work order.

Purchase Order Number

Displays the purchase order number associated with the work order.

Estimated Close Date

Enter or accept the date that you estimate the work order will close.

Date Opened

Enter or accept the date that the work order was opened.

Work Order Description

Displays a brief high-level description of the work order/quote.

Equipment Number

Displays the number and description of the piece of equipment on the work order/quote. If this is a work order for bulk equipment, this fields displays the category/class bulk item number and description.

Parts Amount

Displays the amount charged on the work order for parts used. Parts information is entered on the Open Work Order - Parts screen.

Labor Amount

Displays the amount charged on the work order for internal labor. Labor information is entered on the Open Work Order - Labor Detail screen.

Outside Labor Amount

Displays the amount charged on the work order for outside or 3rd-party labor. Outside labor information is entered on the Open Work Order - Labor Detail screen.

Mileage Charge

Displays the amount charged on the work order for mileage. Mileage information is entered on the Open Work Order - Labor Detail screen.

Miscellaneous Amount

Displays the amount for miscellaneous charges on the work order.

EPA Amount (F8)

If applicable, enter an amount for environmental charges related to the work order. Press F8 to add a field for this entry.

Sales Tax

If applicable, enter or accept the amount of tax applied to the work order.

Total Invoice Amount

Displays the total amount of the work order invoice adding all amounts above.

Currency

Displays the currency for this work order transaction.

Indicate whether you want to launch the Fax/E-mail Window so you can fax or email the work order/quote.

Term Days

Displays the number of days for the standard payment term for work orders for this customer.

Pay Method (F9)

On a work order for a cash customer, enter the pay codeCode that represents a method of payment made by customers or made to vendors. that represents how they are paying for the charges. For a charge customer, press F9 to reveal this field. Enter S for split payment, and that will launch the Split Payment Entry popup window where you can split the customer's payment among several methods. For example, perhaps they are paying half of the charges with cash and the other half with a credit card.

Function Keys

Function Key	Description
F1	Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit. Exit the page or program.
F8	Change EPA. Add a field to enter an amount for environmental charges on the work order, or make the existing field editable.
F9	Accept Cash. Add fields at the bottom of the screen to enter the amount collected and the payment method (cash, check, credit card).
F12	Cancel/Previous. Exit the program or move back a screen.
F14 (Shift + F2)	Tax Breakdown. Advance to the Tax Itemization screen to review the tax breakdown for the rental contract.
F16 (Shift + F4)	Split Payment. For customer-billed work orders, enter S in the Method (Payment) field for a cash transaction or press F16 to access the Split Payment Entry popup window.
F24 (Shift + F12)	More. Display more available function keys for the program.