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2022-02-05 00:55:14 +00:00
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@@ -197,6 +197,8 @@ When you select a customer it's a good idea to save the work order to ensure def
#### Customer signature
![Work order signature control](img/svc-workorder-customer-signature.png)
This control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for customers to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
Signatures also can be displayed on reports such as the stock Customer work order report.
@@ -333,11 +335,11 @@ This field will display in the stock Service Dispatch work order report.
#### Work order item status
Used to indicate the particular status of this work order item. This is different from the work order status and has it's own [Work order item status help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
Used to indicate the particular status of this work order item. This is different from the work order status and has it's own [Work order item status help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
#### Work order item priority
Used to indicate the priority of this work order item. Priority has it's own [Work order item priority help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
Used to indicate the priority of this work order item. Priority has it's own [Work order item priority help page](svc-work-order-item-status.md). This field will display on the stock Service Dispatch report and can be optionally selected as the source of the color displayed in schedules for work orders.
#### Warranty service
@@ -359,6 +361,56 @@ Optional [wiki control](ay-start-form-wiki.md) specifically for this work order
Optional [attachments control](ay-start-form-attachments.md) to attach files to this work order item.
### Work order item context menu
![Work order item context menu](img/svc-work-order-walk17.png)
The work order item context menu is used to add or remove work order items and add grand-child objects:
#### New
Add a new work order item to the collection and open it's form for editing.
#### Copy to work order
When a work order item is selected, this menu option is offered to copy this single work order item and all it's grandchildren to another service work order.
This is used for many reasons including splitting apart a work order that's getting too large, needs to be billed when other work order items are completed but has outstanding work to be moved to a new workorder or to copy duplicate work to another work order to save typing by copying it to a new work order.
Note that this is a *copy* operation, not a move. To move, copy first, save and confirm then remove from this work order by deleting the work order item.
#### Mark for deletion
Flag this work order item and **all** it's grand child collection to be permanently deleted. When clicked the work order item selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an *Undelete* button will appear at the top of this work order items edit form.
You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server.
Until the work order is saved it's not actually deleted.
#### Mark ALL for deletion
Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. When clicked all the work order items on this work order will display in the table with a lines through them indicating they will deleted on the next save of the work order and an *Undelete* button will appear at the top of each work order item's edit forms.
You can also refresh the page to abandon this and any other changes made locally that have not yet been saved at the server.
Until the work order is saved the items are not actually deleted.
### Units
![Work order units](img/svc-wo-units.png)
The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](dsdczxc) displayed as a table with an edit form below and can have one to many separate Work order item [Unit](svc-units.md) records.
Clicking on a row (or adding a new one) will cause the work order item Unit edit form to display below the table for the particular work order item selected.
All Work order item Unit edit form fields here are **optional** unless specifically stated otherwise.
#### Unit
Selection of the [Customer Unit](svc-units.md) of equipment being serviced This field is **required**
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