Open
Work Order - Additional Information
Program/Screen: WOCRTT/WOCRTTW3
Description:
Use this screen to enter additional information about the customer that is directly related to the work order.
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Navigation
Access this popup window by pressing F17 (Shift + F5) from the Open/Update/Close Work Order - Header screen. Enter customer information specific to this work order such as payment code and billing code, and then press Enter to return to the previous screen.
Unique Open/Update/Close Work Order Screens
Open/Update/Close Work Order - Launch
Open/Update/Close Work Order - Header
Additional Information
Fields
Enter the code that allows you to track transactions for this customer as part of a user-defined market segment. Set up market segment codes using Default Codes in Cross Application Maintenance.
Indicate whether the customer job location is within the city limits.
Enter a user-defined code to indicate how this customer heard about your company. Use control record SRCRQD to determine if this field is required and what the field label should be.
Enter a code to indicate when invoices will be due for this customer. For example, code A3 could represent an invoice due date of 1 mo (30 days) on the 10th.
Enter a code to indicate how this customer will pay their invoices. For example, code K could represent payment by check.
Enter a code to indicate how this customer will be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
There may be up to 4 additional fields in this window where you can enter other user-defined information for the customer in association with this transaction. Use code UD in the Default Codes program in Cross Application Maintenance to create the headings for these fields.
Contract Type
Enter the code that represents the type of contract such as sub-lease or long term.
Function Keys
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Function Key |
Description |
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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. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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