Work Orders

Adding Items vs. Adding Tasks

Adding Items to a Work Order is the “older” methodology within SI 5 for handling Work Order assignments.  The newer methodology is Task based.  Work Orders that are assigned Tasks will display on the Project Schedule.  Both methods are described below.  Choose the one that works best for you.

To add Items to the Work Order, click the [Add] button and then select Item(s):

The Add Items to Order form will open:

To change what columns display, click the  button.  To Filter any column, click the  button in the column of choice.

Once a Product is added to a Work Order, the Product is “flagged” so it will no longer be available to add to another Work Order.  This saves you the worry of duplicating your work.  Once you delete a Product from an existing Work Order, the flag is removed so that you can add the Product to another Work Order if required.

All Estimated Install Date of the products will default to today’s date.  You can use the [Select All] button or you can check off the Products individually.  To change the date for the selected products, use the Estimated Install Date drop down:

Equipment and Labor are separated on the tabs.  You can filter a column by clicking the  button in the column of choice.  Once you have selected the Products that you want to add to the Sales Order, click [Add and Close].  The products then display on the Labor and Equipment tabs on the Work Order form:

You may wish to select products from the list now and assign a resource, or, if you haven’t already, select an Expected Install Date.  To select products click the box next them.  Use [Ctrl] or [Shift] to select multiple products.  When selected, products display in gray. Click the [Assign] button:

The Work Order Item Properties form opens:

This form also allows you to assign the Actual Install Date and Actual Hours to the selected products in Work Order once the work has been done.  If you are just assigning the Assigned To and Expected Install Date, make sure you clear out the Actual Install Date and Actual Hrs. fields and uncheck the “Actual Install Hrs…” checkbox.

When you are finished creating the Work Order, click [Save]:

The Work Order you created now displays in the grid and you have the option to run reports:

You can also reopen the Work Order form once it has been saved and add Tasks:

Using Tasks with Work Orders is the preferred method over adding Items as you will have much more control over entering your actual hours and costs.  A Work Order that has been assigned at least one Task will display in the Project Schedule for Scheduling purposes.  Add->Task will open the New Task form:

See Tasks for full details.

The Work Order form allows you to Send an Email of any of the Work Order Reports (see below):

Also on this form you can generate any of the Work Order Reports for viewing and printing.

The reports available to you are: Job Costing by Phase, Packing List by Location, Project Analysis by Phase, Ship List by Location, Warehouse Labels, and Work Order by Location. Two of the reports require that you enter Actual Hours to the Items and/or Tasks in order to provide you data: Job Costing by Phase and Project Analysis by Phase.

Save the Work Order when you are finished adding Items and/or Tasks.

When a Work Order is selected you have that option of running

The reports that could be run at this point are: Work Order by Location, Packing List by Location, Ship List by Location, and Warehouse Labels.  The Job Costing by Phase and Project Analysis by Phase reports require that “Actual Hours” be entered for the Work Order.  See “Closing out a Work Order” on below for details on adding Actual Hours.

When a Work Order is selected, you have the options to Edit or Delete the Work Order: