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Service

Work Orders - Reinstate a Work Order

If you need to process or change something on a closed work order, then you will need to reinstate the work order, add or edit the details as required, and then close the work order again when done.

Some of the reasons for reinstating a work order are:

  • To credit a cancelled order.
  • To credit incorrect stock and re-invoice correct stock.
  • To credit over supply.
  • To credit and re-invoice correct selling price.

Only closed work orders can be reinstated.

Reinstate from a Call

Ribbon Access:  Service   >   Calls

The Call Listing screen will be displayed.

  1. Ensure that the date selection fields are set to the correct range to include the call that you are searching for.
  2. Ensure that you have selected the correct site and status.
  3. You can then either scroll down the call list or use the Find or Filter option to search for the call.

  • Click on the expand icon in the row of the selected call.

  1. The Work Orders frame will be expanded.
  2. You will note that the Status Description for this work order is Closed.
  3. Right click anywhere in the row of the work order.

  1. A Process menu will pop up.
  2. Click on Reinstate - Reinstate Work Order.

  • An Input Validation message box will pop up asking;
    • Are you sure you want to reinstate this work order, no. [ ]? Answer 'Yes' to re-instate the work order.
  • Click on Yes.

  1. The expanded Work Orders frame will automatically collapse.
  2. Click on the expand button again in the row of the call.

  1. The Work Orders frame will expand.
  2. You will note that the work order Status Description is now Open.
  3. Double click anywhere in the row of the work order.

The Maintain WO - Ref [ ] frame will be displayed.

  1. Add or Edit any details as required in this screen or via the Functions tiles.
  2. When you are done, click on Save if you have made changes.
  3. Either Close the screen, or
  4. Use the Open Windows menu to return to the Call Listing screen.

Reinstate from a Work Order

Ribbon Access: Service   >   Work Orders

The Work Order Listing screen will be displayed.

  • Select the site.
    • In this image Durban has been selected.

  • Select the status.
    • The status must be set to Closed.
    Note: Only closed work orders can be reinstated.

  • Click on the row selector in front of the work order that you wish to re-instate.
  • Click on Reinstate.

  • An Input Validation message box will pop up asking;
    • Are you sure you want to re-instate this work order, no. [ ]? Answer 'Yes' to reinstate the work order.
  • Click on Yes.

  • The selected work order will now be removed from the Work Order Listing screen where the status is set to Closed.

  • The selected work order has now been moved to the Work Order Listing screen where the status is set to Open.