This commit is contained in:
2022-02-08 20:38:41 +00:00
parent 63ec2fd66f
commit 31f7423ee9
22 changed files with 222 additions and 150 deletions

View File

@@ -1447,9 +1447,49 @@ Until the work order is saved the items are not actually deleted.
### Menu options
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Work order edit form also has these options:
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options), the work order edit form also has these unique options:
#### Duplicate?
#### Duplicate
This menu option makes a new local copy of the current work order ready to be modified and saved.
Some reasons to duplicate a work order are:
- as a "template", when a new work order needs to be made that is very similar to an existing one, duplicating it can save entry time by using an existing work order as a "template" to create a new one.
- splitting apart a work order that has become too large, the work order can be duplicated then items removed from the original and copy to turn one work order into two separate ones.
#### Duplicate to Quote
This menu option makes a [Quote](svc-quotes.md) by copying the shared fields from the work order to a new Quote.
#### Duplicate to Preventive Maintenance
This menu option makes a [Preventive maintenance order](svc-pms.md) by copying the shared fields from the current work order to a new PM. Use this option with a work order that is to be turned into regular recurring maintenance on a schedule.
#### Work order status list
Link to edit or create the Work order states available. See the [Work order status help page](svc-work-order-status.md) for more details.
#### Work order item status list
Link to edit or create the work order item states available. See the [Work order item status help page](svc-work-order-item-status.md) for more details.
#### Work order item priority list
Link to edit or create the work order item priorities available. See the [Work order item priority help page](svc-work-order-item-priority.md) for more details.
#### Task groups
Link to edit or create [Task groups](svc-task-groups.md) for use with the [Work order item tasks](#tasks) feature.
#### PM parent
If this work order was automatically generated or duplicated from a [Preventive Maintenance order](svc-pms.md), this option is a link to open that PM record.
#### Quote parent
If this work order was duplicated from a [Quote](svc-quotes.md), this option is a link to open that Quote record.
## Report template security flags