This screen allows you to
Retrieve any work order that is in the system. This screen works in conjunction with the Current work order file, the Cancelled work order file, the Archived work order file and the History work order file. The Current work order file will be the default file to work with. Other files can be chosen from the Files menu. The name of the file you are working with will display in the top bar of your system.
Before you begin:
Choose Maintenance from the main menu. You must have a work order to retrieve. If you want to work with a file other than the Current work order file, choose from the selections on the Files menu.
Enter work order to look up:
You may simply type in the work order number of the work order you want to look up.
Choose from [Select WO’s]:
You will then be prompted to enter the work order numbers you would like to work with by choosing [Enter work orders] or select the work orders by date and choose the [Select] button.
Choose from [Category/Unit], [Notes], or [Unit Manager]:
[Category/Unit] Use this button when you know the specific category and unit of the work order you want to look up.
[Notes] Use this button to look up the work order or work orders by the Note category.
[Unit Manager] Use this button to look up the work order according to who the unit manager is for the unit the work order is for. The unit manager is assigned in the Unit Inventory file.
Choose from [Unit], [Vendor], [Invoice] number, [Given to] or [Class] or a combination:
[Unit] Use this button to look up all the work orders for a specific unit. You may combine this criteria with other criteria to narrow your work order look up.
[Vendor] Use the Vendor button to search for a work order by the assigned vendor.
[Invoice] Use this button to look up a work order by the invoice number entered on the work order.
[Given to] Use this button to find a work order or a group of work orders by who the problem was given to. This field is often used to identify the priority level of the work order.
[Class] Use this button to look up work orders by whether they were "billable", "under contract" or "file only".
Choose from [Entered], [Assigned], [Completed], [Parts], [Deferred], [Billed] or [Unapproved]:
Each of these buttons allows you to look up work orders by status. Choose one button from this column or narrow your look up by combining your choice with selections from the other columns.
Select [Lookup] or [Clear Lookup]:
After you have entered all the criteria for your search, choose the [Lookup] button on the right of the screen. The [Clear Lookup] button allows you to start over in case you have made a mistake entering criteria.