Open AX and navigate to the Workshop and service module
In the Common area, click “All workshop orders”
This will open the All workshop orders window
Click the “Create workshop order” button in the Ribbon
This will open the Create workshop order window
Select the Type of workshop order
Make sure the Equipment checkbox is checked.
Select the Unit. This is the truck/trailer ID number.
This should automatically select the Unit type for you.
When you press the Tab key to move to the next field, you will be asked if you want to use the customer account Internal.
Click the “Yes” button
Pick the Start date/time and Completion date/time
In the Warehouses section, choose the Site (For Samoset, choose “SAMS”)
Choose the Warehouse of transaction and Warehouse at destination (They should both be “SM-TRUCK”)
Choose the Site and Warehouse in the Warehouse for dispatch area if they don’t auto-fill (SAMS, SM-TRUCK for Samoset)
Choose the “Clerk” and “Service technician” (Mechanic)
Enter a brief description of the job being done in the Title field then click the “OK” button
This will open the Workshop order in Line view
In the Consumption and tasks fasttab, click the “New” button to add parts used in the Workshop order
This will add a line to the grid.
Choose the Item number you used (Press Control+G to filter) then press the TAB key to move to the Quantity field.
Enter the quantity of the item used then press the TAB key again.
If prompted to Overwrite prices and discounts, click the ”OK” button
You will also need to select a VMRS code for each line. (You may need to scroll to the right to see the field)
Repeat for all other items needed
You will also need to add a line for Mechanic hours (Use “Mechanic” for the Item number and enter the total number of hours in the Quantity field. When you press TAB after the hours, you will again be prompted to Overwrite prices and discounts. Click the “OK” button
You will also need to assign VMRS Code “600-000-000” to the Mechanic line
Now you need to switch to the Header view.
Click the “Header view” button in the Ribbon
In the Service fasttab, enter the current mileage and hours readings for the unit
Operation unit 1 is Mileage
Operation unit 2 is Hours
If you receive a warning stating that Updated amount of the operation unit is smaller than the old one, first confirm that the operation unit you’re typing in is correct, if so, click the “Yes” button. If not, click the “No” button.
In the Status postings area of the Ribbon, click the “Start” button
This will open the Start workshop order window
Make sure Posting is checked and click the “OK” button
You will be returned to the Workshop order window.
Click the “Extraction and transfer” tab in the Ribbon and click the “Packing slip” button.
This will open the Packing slip posting window.
Make sure “All” is selected for Quantity
Make sure Posting is checked
Click the “OK” button
You will be warned that the update has been selected, but no print.
Click the “OK” button
You will be returned to the Workshop order window
Note that the buttons in the Generate area are now greyed out.
Click the “Workshop order” tab
In the Status postings area, click the “Close” button
This will open the Close Workshop order window
Make sure Posting is checked and click the “OK” button
You will be returned to the Workshop order. Note that the buttons in the Status postings area are now greyed out.
Click the Invoice tab, then click the “Invoice” button in the Ribbon
This will open the Posting invoice window
Make sure Quantity is “All” and Posting is checked.
Click the “OK” button to continue
You will receive a warning stating “update has been selected, but no print”
Click the “OK” button
You will be returned to the Workshop order. Note that the buttons in the Generate area are now greyed out.
Click the “Close” button to finish.