How to Create a Workshop Order for Outside Repairs

Click New to create a new Work Order

In the Create work order screen, select Corrective from the Work order type dropdown.

In the Description dropdown click Outside Repairs.

Enter the Asset Number then select the Warehouse Shop from the dropdown.

Click Outside Repair in the Maintenance job type dropdown.

When all is completed in the Create Work Order screen, click the OK button.

Next, open the newly created Work Order then click the Item Tasks dropdown.

In the Item Tasks dropdown click Purchase order from work order job.

In the "All purchase orders" screen, click New to create a new Purchase Order.

Enter the Vendor Account number in the Vendor account field.

Click Yes to transfer the vendor information to the new Purchase Order.

Select the Warehouse from the dropdown. The Site will automatically fill based on the Warehouse. Then, click the OK button.

Click Yes to transfer financial dimensions from the Work Order to the Purchase Order.

In the Purchase Order Line select Outside Repairs & Maintenance Expense from the Procurement category dropdown then, click OK.

When all line information has been entered correctly, in the Workflow dropdown at the top of the screen click Submit.

Enter a brief description of the purchase order in the Comments area.

Click Submit

You can click the refresh button 🔃at the top right of the screen to see when the status changes from In review to Approved.

When the Outside Repairs are completed, open up the associated Work Order.  Then, in the work order line click the Item tasks dropdown and click Purchase order from work order job.  This will open the "All Purchase Orders" screen to the purchase order associated with the work order.

Click the purchase order number to open the purchase order.

From the Purchase tab in the Actions area click the Confirm button.

Click the "Receive" tab.

Then click "Product receipt" to open the product receipt screen.

Enter the product receipt number then click "OK" to post the product receipt.  Once the product receipt is posted you can click the back arrow a couple of times to go back to the associated Work Order.

You may need to click the "Work order" tab to view the Work Order State area.

Click the Completed checkbox.

Then click "OK"

Note the Work Order Lifecycle State is now Completed.