Teardown work orders were designed to handle teardown of main assemblies
in order to utilize the components of the assembly as spare parts. Using
teardown work orders will provide the traceability needed for the components
removed from the assembly and the cost associated with the teardown process.
The following procedure will describe how to create new work order,
manage existing work orders and complete existing work orders.
Please read the ‘Work order setup’ section before creating a new work
order.
Add New Teardown Work Order
- Click on ‘Operations’
- Double click on ‘Work Orders’ and again on
‘Work Orders’
- Click on ‘Add’ to add a new work order. The
following is an explanation of the choices available:
- ‘Enter
you W/O number’ - If this box is checked, the system will
allow you to enter a work order number manually. Otherwise the
system will assign the next work order number.
- ‘Quote
(W/O) ‘ or ‘Actual (W/O)’ - Select the document type for
this work order. Select ‘Quote’ if you need to quote the customer
before you can continue with the work order. Otherwise select
‘Actual’
- ‘Our
Part’ or ‘Customer Part’ - If the part you are working
on is a customer part, select this option. The part must be received
first (using the Repair Receiver module) and a sales order has
to be created. If it’s a part that you own (from stock), select
‘Our Part’.
- ‘Work
order type’ - Select the type of work order – ‘Teardown’
- ‘Qty’
and ‘UM’ - Will be filled automatically.
- ‘P/N’
- Depends on option C. If it’s a customer part, the system
will list all received parts where no work order was created yet.
Search for the correct part received and double click on that
line. All information from the received part will transfer to
the work order. In case that you selected ‘Our part’, the list
will show all possible and available locations of this part number
in the warehouse. Double click on the desired part to transfer
the information to the work order.
NOTE: Once
the part was selected, the related Manuals, Service Bulletins,
etc. will show on the screen. A light bulb will indicate the availability
of these records. In addition, at the bottom of the window there
will be an indication of the ‘Current Manual’ and its validity.
- ‘Under
Warranty’ - The system will indicate if this part is under
warranty based on previous repair/overhaul history. The user has
an option to override this box.
- ‘W/O
Flat rate’ - Mark this box if there is one flat rate you
charge the customer for the work done. Marking a Work Order as
a flat rate Work Order, will enable you to invoice the customer
only after the work order is closed. The flat rate price will
transfer from the sales order created from the Repair Receiver.
- ‘W/O
Parts Flat Rate’ - Mark this box if you want to charge
the customer a flat rate for Parts and Materials only.
- ‘Charges Flat Rate’ - Mark this box if
you want to charge the customer a flat rate for Labor (and/or
other charges) only.
NOTE: If
none of the above is checked, than the work order will be a dynamic
one, where the customer will be charged according to the work
performed and materials used. This will allow you to do ‘Progressive
Billing’ where invoices can be generated for the work order while
the work order is still open. The customer will be charged for
all the work done (Parts and Labor not billed yet) at the invoice
creation time.
- Click on ‘OK’ to save and create the work
order header.
- Once the work order header is created, click
on ‘Edit’.
- Before all the necessary paperwork is printed,
the relevant data regarding the part has to be entered to the system.
The following are the recommended steps:
- Click on ‘Info1’
tab and enter the relevant information about the part. This information
can include the initial inspection findings, customer noted regarding
the part, any references regarding the work order, service bulletins
you plan to implement and etc. This information will be printed
on the paperwork provided to the customer.
- Click on ‘Rout’
in order to import the part Traveler / Routing instructions from
you system default. The traveler contains the instructions for
the part teardown. There are few methods to create a traveler.
You can import it from a pre-defined list or create a new one
on the fly. Use the ‘ADD’ button to perform this task:
- ‘Add New In-house Operation’
- Allows you to create a new operation, which will be performed
in your facilities. Use this option when you want to create
a traveler on the fly or when you want to insert a new operation
to an existing traveler.
- ‘Add new Outside Service Operation’
- Allows you to create a new operation which will be
performed by one of your suppliers / service providers outside
of your facilities. A good example is if you need to send
the part out for NDT (Non Destructive Testing), Plating, etc
or if you need a specialist to come to your facilities and
perform a unique task.
- ‘Load Routing - By Customer’
- Use this option if you have established a unique instruction
set for the customer and the part you are servicing. If a
traveler exists, a window will open with available choices.
Select the one that applies to this work order. (To create
a traveler for a customer, refer to the ‘work order setup’).
- ‘Load Routing - By Part Number’
- Use this option if you have established a unique instruction
set for the part number you are servicing. If a traveler exists,
a window will open with available choices. Select the one
that applies to this work order. (To create a traveler for
a part number, refer to the ‘work order setup’).
- ‘Load Routing - From Other Parts’
- Use this option if you have established a unique instruction
set for other part numbers (other than the one you are servicing).
This feature is used for similar part numbers that require
the same or similar instructions. If a traveler exists, a
window will open with available choices. Select the one that
applies to this work order. (To create a traveler for a part
number, refer to the ‘work order setup’).
- ‘Load Routing - By Category’
- Use this option if you have established a unique instruction
set for the part number category you are servicing. The category
code will transfer from the main inventory file and can be
overridden in the ‘info2’ tab. If a traveler exists, a window
will open with available choices. Select the one that applies
to this work order. (To create a traveler for a category,
refer to the ‘work order setup’).
- ‘Load Routing - From Other Categories’
- Use this option if you have established a unique instruction
set for other part number categories. Sometimes a part number
can belong to more than one category, and depending on the
work done to the part, a different instruction set has to
be selected. If a traveler exists, a window will open with
available choices. Select the one that applies to this work
order. (To create a traveler for a category, refer to the
‘work order setup’).
- ‘Load Routing - From Standard List’
- Use this option if you have not established a unique instruction
set for the part number or category you are servicing. In
some cases one standard list of instructions is used to service
any type of part. Select all the operations that apply to
this work order. Use the ‘mark all’ to select the entire list.
(To create a standard traveler, refer to the ‘work order setup’).
- ‘Copy Routing From Another Work
Order’ - Use this option if you have worked on a similar
Part Number in another work order and you have not established
any unique instruction set for the part number or category
you are servicing. This feature will allow selecting a work
order and mark only the operations you need.
- Click on ‘BOM’
in order to create the Bill Of Materials associated with the part.
Creating the Bill Of Materials will help the Mechanic / Technician
identifying the components that need replacement or rework and
reduce the chance for hand written mistakes and errors. There
are a few methods to generate the BOM using the ‘Load BOM’ button:
- ‘Customer
BOM’ - Use this option to import a BOM unique to this
part and this customer. (To create a BOM for customer, refer
to the ‘work order setup’)
- ‘Custom
BOM’ - Use this option to import a BOM other than the
one identified in the master part number file. This feature
is used in case of multiple configurations for the same part
number. (To create a custom BOM, refer to the ‘work order
setup’)
- ‘Standard
(First level from BOM list)’ -Use this option to import
only the first level of the Bill Of Materials part numbers
as it was entered in the master inventory file.
- ‘Standard
(End components from BOM list)’ -Use this option to
import only the end components list (last level of the BOM
part numbers) as it was entered in the master inventory file.
- ‘Select
Single component from BOM tree’ -Use this option to
import single part number from the Bill Of Materials tree
as it was entered in the master inventory file. You can select
any part number from any level.
- ‘Select
Sub-level components from BOM tree’ -Use this option
to import an entire ‘branch’ of part numbers from the Bill
Of Materials tree as it was entered in the master inventory
file. A ‘branch’ is a part that has sub-assembly parts and
can reside on any of the tree level. You can select any branch
from any level.
- Once all the essential data was entered to
the system, you need to print the ‘Work Order package’, i.e. all the
printouts that will accompany the part during the teardown process.
Before printing is done, click on ‘OK’ to save. The following describes
each printout and its purpose. Click on ‘Print ‘ to show the print
menu:
- ‘Print
Entry Forms’ - Will print the information entered in the
‘Info 1’ tab plus some space to describe the replacement parts
required to repair the unit and the work done to the part. This
form is used mainly for work orders that require minimal parts
replacements and minimum amount of labor hours. Should you require
additional space on the forms to describe the information entered
in ‘Info 1’ tab, use the additional print option to print an extra
page for every note title.
- ‘Print
Inspection Form’ - Will print only the information entered
in the ‘Info 1’ tab.
- ‘Print
Traveler (Operations) ‘- Will print the steps required
to teardown the unit (as described in the ‘Rout’ tab).
- ‘Print
Traveler (Operations)+ Bar Code ‘- Will print the steps
required to teardown the unit (as described in the ‘Rout’ tab)
and a printed Bar Code for each operation. Each bar code contains
a unique number that identifies the work order number and the
operation number. The bar codes are used in conjunction with the
Electronic Time Sheet (ETS) to collect labor hours and track the
work order status.
- ‘Print
Blank Traveler’ - Will print a traveler form with no instructions.
Used in cases where the part that you teardown has no standards
in the system and you need to develop new routing / teardown instructions
for this part as you overhaul it.
- ‘Print
BOM List’ - Will print the list of all part numbers entered/imported
to the BOM tab. This report helps the mechanic/technician to identify
all the parts that can possibly be replaced / scraped / reworked
on the main unit.
- When the inspection / evaluation of the unit
is completed, you are ready to quote the customer. The first data
to be identified is the list of parts that will be installed on the
unit, removed from the unit, reworked or scrapped. To select and identify
these parts, click on ‘Edit’, Click on the ‘Parts’ tab, click on ‘Add’.
You will have 2 options to choose from:
- ‘Remove
Components’ - Identifies parts that will be removed from
the unit to be reworked in-house or sent out for repair. All parts
that were identified in the BOM tab will show up in a window and
will allow you to mark and select multiple part numbers (Use ‘Ctrl’
and left mouse click). Once parts are selected you will have an
option to assign a condition code for the parts removed. Should
you need to select parts other than those identified in the BOM
list, uncheck the ‘BOM Usage’ flag in the ‘Setup’ tab. Choosing
‘Remove Components’ will bring the master inventory list instead
of the BOM list.
- ‘Scrap
Components’ - Identifies parts that will be removed from
the unit and scrapped. All parts that were identified in the BOM
tab will show up in a window and will allow you to mark and select
multiple part numbers (Use ‘Ctrl’ and left mouse click). Once
parts are selected you will have an option to assign a condition
code for the parts removed for scrap. Should you need to select
parts other than those identified in the BOM list, uncheck the
‘BOM Usage’ flag in the ‘Setup’ tab. Choosing ‘Scrap Components’
will bring the master inventory list instead of the BOM list.
- Once all the parts were entered to the parts
tab, you have an option to enter the following data for each part
by double clicking on each line item:
- Quantity Required
- Quantity Bid
- Condition Code
- Price per unit of measure
- An option to mark to print or not this
part on customer forms.
- Next step will be to identify other customer
charges related to the work order. These charges are identified in
the ‘Totals’ tab. Click on the ‘Totals’ tab and click on the ‘Add’
button to add a new charge. These charges, and the Parts and Materials
charges as well, can be presented and printed to the customer in various
formats as specified in your system defaults. You will have an option
to override these defaults per work order. In case that the entire
work order is identified as a ‘Flat Rate’ work order, enter the amount
to be charge to the customer in the ‘Acct’ tab.
The following fields are available when adding a new charge:
- General Tab:
- ‘Cost
Code’ - Select the cost code from a pre-defined cost
category.
- ‘UM’-
Unit of Measure of the cost category.
- ‘Work
Order Printing Setup’ options:
- ‘Print’ - Uncheck this option
if you wish not to print this charge on the forms.
- ‘Print Summary’ - Check this
option if you want to print only one line item for this
charge. In case that there are multiple cost entries for
this charge, only one line with the totals will be printed.
- ‘Show Price’ - Uncheck this option
if you do not want to print the sell price of each charge
entry (or each part in case of Parts and Materials).
- ‘Flat Rate’ - Mark this option
if this charge category has one flat rate charge.
- ‘ Total
Charge’ - Enter the flat rate amount for this charge
category, for ‘Regular’ Charge and ‘Overtime’ charge. These
fields are available for editing in case the charge was marked
as ‘flat rate’. Otherwise the amount in these fields will
represent the total charges accumulated so far from all the
detail entries.
- ‘ Total
Cost’ - Shows the total cost accumulated so far.
- ‘ Overhead
(burden) - Represents the burden rate associated with
this cost. This rate is represented by a percentage of the
cost and will be added to the total cost of the work order.
- ‘ Total
Hours ‘ - Totals hours accumulated so far against this
cost category.
- Acct Tab:
- ‘Sales
Regular Hours’ - Enter the General Ledger table used
at time of invoice creation for Regular Charges (General Ledger
codes will be taken from the ‘Sub Totals’ tab in the General
Ledger table when invoice is posted to the ledger).
- ‘
Sales Overtime Hours’ - Enter the General Ledger table
used at time of invoice creation for Overtime Charges (General
Ledger codes will be taken from the ‘Sub Totals’ tab in the
General Ledger table when invoice is posted to the ledger)
- ‘
Work in Process’ - Enter the General Ledger table used
when posting the ‘Work In Process-WIP’ cost entries to the
General Ledger (General Ledger codes will be taken from the
‘WIP Costs’ tab in the General Ledger table in case of charge,
‘WIP Parts’ in case of Parts and Materials).
- ‘Hours
Budget’ - Enter the number of hours budgeted for this
cost category.
- ‘Cost
Budget’ - Enter the cost (in your currency) budgeted
for this cost category.
- To save all information entered, click on
‘OK’ and print the quote to the customer using the ‘Print’ button,
‘Print quote to customer’.
Convert Teardown
Work Order Quote to Actual
Converting a ‘Quote’ work order to an ‘Actual’ is usually done when
the customer gives an approval for the quoted work order. To convert a
Quote to an Actual, click on the ‘UPD’ button. The system will copy all
the data from the Quote work order to a new Actual work order with the
same work order number. You will now have two work orders with the same
number: One will be a Quote in a ‘Closed’ status and the other will be
an Actual in an ‘Open’ status.
Remove Teardown
Parts and Place in Stock
Once parts were identified in the work order ‘Parts’ tab as ‘Removed
Components’ (Type 33), you can put these parts in inventory. This function
is progressive and can be done multiple times. This process will affect
only parts with types 33 that were not moved to inventory yet:
- Select the work order
- Click on ‘Edit’
- Click on the ‘Parts’ Tab
- Click on ‘Update’
- Click on ‘Step
1 - Create warehouse locations for removed components’ - This
process will identify the warehouse number and the warehouse bin location
in which the parts will be stocked after removal. It will also insert
the quantity to the ‘QA’ field for these locations. This feature is
used in case you need to inspect the parts before they are physically
stocked. The status of the line will change to ‘R’ which means, ‘Reserved’
in inventory.
- Click on ‘Step
2 - Update Stock Quantities’ – This process will move the quantity
from the ‘QA’ field to the ‘Quantity’ field in the warehouse bin location.
The status of the part will change to ‘P’ which means ‘Posted’ to
inventory (is now available from inventory)
- You can achieve the results of step 1 and
step 2 faster by using ‘Quick Removal’.
- In case you would like to remove from stock
the parts you stocked (only for type 33), use ‘Remove
from Stock’ option. This process will reduce the quantity in
stock, thus allowing deleting the line if required (the line status
will be blank)
Enter
Labor Hours & Additional charges to a Work Order
Labor hours cost and charge calculation is driven from the employee
database. Make sure that employees have all the hourly rates entered to
the system (in Administration, ‘Users List’). There are few scenarios
that these rates are overridden. The following is the sequence of priorities
where the system pulls the rates from:
- From the Customer file - In some cases a
customer may have special rates per shift and per cost category (charge
rates only). You can setup these rates in the customer file, in the
‘Setup’ tab, in ‘Labor Charges’
- From the Shift in the user list - In case
that the cost and charge per hour varies between shifts, you can enter
the shift rates per employee.
- If the two options above are unavailable,
the system will use the default rates assigned to the employee.
There are few methods of entering labor:
- Entering labor hours using ‘Labor Entry by
Employee’
This method is used to enter labor hours from time cards filled by
the employees.
- Click on ‘Operations’
- Click on ‘Work Orders’
- Click on ‘Labor entry by Employee’
- Enter ‘Work Date’
- Enter the ‘Cost Category’ code the employee
charged his time to.
- Enter the ‘Employee Code’
- Using the TAB key enter the following
data:
- Shift number
- Work Order number
- Operation Sequence – If you want
to associate the labor hour to a specific operation in the
work order. If you leave this field blank, the hours will
not be charged against a specific operation.
- Start time (24 hours format)
- End time (24 hours format)
- Total time – will be calculated automatically
based of start and end time. You have the option to enter
the time directly to the field if you want to skip the start
and end time. Enter the time in HH:MM format.
- Do the same for the ‘Overtime’ hours
(if applicable)
- Use the TAB key to move to the next
line to enter additional time for the same employee.
- Click on ‘OK’ to updated all related
work orders entered in this screen.
- Entering labor in the Work Order screen
This method is used to record labor entries in individual work orders:
- Click on ‘Operations’
- Click on ‘Work Orders’
- Select the work order number
- Click on ‘Edit’
- Click on the ‘Rout’ tab
- Click on the routing number you want
to charge the hours to.
- Click on ‘Edit’
- Click on edit from the tool bar
- Click on ‘Cost Applied’
- Click on ‘Add’
- Enter the employee code
- Click on ‘Time/Hours’ Tab
- Enter start and end time (or just enter
the number of hours)
- Enter ‘Over Time’ if applicable
- Enter Shift code
- Click on ‘Costs & Charges’ Tab
- Enter the correct cost and charge per
hour
- Click on ‘OK’ and ‘Close’
- Click on ‘OK’ and ‘Close’ again.
- If you do not wish to associate a labor entry
with an operation:
- Click on the ‘Costs’ tab instead of the
‘Rout’ tab.
- Click on ‘Add’
- Enter the information required as described
in steps 11 to 17 in the previous section.
- Entering Labor using the ETS (Electronic
Time Sheet) module
Using this module required a bar code reader and the printed bar coded
travelers. See the chapter for ETS setting and usage.
Close Teardown
Work Order, Ship, and Invoice
- Before closing a work order and invoicing
the customer, there are some pre-requisite procedures that have to
be checked:
- All parts have to be removed from stock
(line items with status ‘P’)
- All labor hours entered
- All additional costs and taxes entered
- A Sales Order created (linked to the
Work Order and Receiver Document).
- All Work In Process transactions were
posted to the General Ledger (only if your system is set for Work
In Process posting)
- After the above is checked, continue with
the following:
- The work order has to be in ‘View’ mode
(if it’s in the ‘Edit’ mode, click ‘OK’ to save.
- Click on ‘UPD’
- Click on ‘Post Qty Finished’ - This function
will remove the main unit from stock (the unit that was tear downed).
- Click on ‘Close Work Order’
- Click on ‘Create Invoice (component/cost
charges)
- A window will show with all the charges
details. Note that the presentation of the invoice charges is
based of the printing setup defined in the ‘Totals’ tab. All the
cost/charge entries will be represented in the invoice, however,
some of them will not print to the customer since they are used
for cost tracking only.
- Click on OK to create the invoice
- Enter any additional data and print the
invoice.
- An invoice for ‘Flat Rate’ charges (or if
the entire work order is marked as ‘Flat’) can be created only after
the work order is closed. ‘Progressive’ invoices can be generated
only for parts and charges that are not marked as ‘Flat Rate’ and
can be created even if the work order is still open. Parts need to
be removed from stock (status ‘P’) and labor entries have to be completed
in order to create ‘Progressive Billing’.
- Zero price invoices, where the cost is zero
and the charge is zero, can be generated using the following method:
- The charge category has to be marked
as ‘Flat Rate’ and no cost or charge can be entered against it
(enter it via the ‘Totals’ tab)
- Once the work order is closed, click
on ‘UPD’
- Click on ‘Create Manual Misc. Invoice’
- The system will allow you selecting only
flat charges that have zero value for cost and charge.
- The system allows opening closed work orders
and Un-Posting finished quantities. Use the ‘UPD’ button to accomplish
these steps. Note that you have to reverse the chronological order
of events to reverse transactions.
Using
the Options Button on the Teardown Work Order
The ‘Options’ button in the work order provides additional functionality
and visibility of the work order. The following option can be accessed
using the ‘Optn’ button when the work order is in ‘View’ mode:
- ‘ Go to
Part Line’ - When in the ‘Parts’ tab, allows searching for
a line item number.
- ‘Go to P/N’
- When in the ‘Parts’ tab, allows searching for a part number.
- ‘Customer
Memo’ - Access the customer memo in the customer file if the
work order is a customer work order.
- ‘Work Order
Images’ - Allows scanning and attaching of images related to
the work order.
- ‘Part Line
Images’ - When in the ‘Parts’ tab, allows attaching images
related to that specific line item.
- ‘Hold/Release’
- Allows holding a work order and releasing it later.
- ‘Work Order
Parts Expedite’ - When in the ‘Parts’ tab, loads the ‘History’
floating bar for a part number.
- ‘Update
W/O G/L Account’ - Allows updating the general ledger code
of the work order in case ‘Flat Rate’ work order.
- ‘Update
Part G/L Account’ - When in the ‘Parts’ tab, allows changing
the line item General Ledger.
- ‘Update
Totals’ - In case where the work order requires re-calculation
- ‘List Quantity
Finished’ - Shows the completed part numbers and their respective
Pick Tickets.
- ‘List Invoice’
- Shows all the Invoices generated from the Work Order.
- ‘Markup
Installed Components Sale Price’ - Allows marking up sell prices
for all parts installed on the unit. Marking up is allowed from sell
price or from cost, by percentage or by an amount.
- ‘Parts Status’
- Shows all the Purchase Orders and Receivers created against
the Parts List (must use the Parts Requisition to utilize this feature).
- ‘Change
W/O Bin Location’ - Allows changing the Bin Location of the
work order main part.
- ‘Create
Sales Order’ - Creates the sales order (if none created before).
- ‘Mark all
Print as ‘Y’ - When in the ‘Parts’ tab, allows marking all
line items to print on customer documents.
- ‘Mark all
Print as ‘N’ - When in the ‘Parts’ tab, allows marking all
line items not to print on customer documents.
Teardown Work Order Budget
Budgeting is used to track costs of work orders and it gives a good
control and visibility for big projects. Budgets are used for reporting
purposes and are visible in the work order.
- Cost Budget
Allows budgeting for an entire work order or for a specific cost category.
This budget is entered as an amount and compared to the actual cost
of the work order:
- Per Work Order - In the ‘Acct’ tab, ‘Cost
Budget (Time & Material)’ enter the budget amount
- Per Cost Category - In the ‘Totals’ tab,
double click on the cost category you wish to budget, click on
the ‘Acct’ tab and enter the budget amount
- Hours Budget
Allows budgeting for an entire work order or for a specific cost category.
This budget is entered as a fixed number of hours and compared to
the actual number of hours charged to the work order:
- Per Work Order - In the ‘Acct’ tab, ‘Hours
Budget’ enter the budgeted hours for Regular time and for Overtime
- Per Cost Category - In the ‘Totals’ tab,
double click on the cost category you wish to budget, click on
the ‘Acct’ tab and enter the budgeted hours for Regular time and
for Overtime
Teardown
Work In Process (WIP) Posting to the General Ledger
WIP posting is required if your system setup calls for WIP tracking.
WIP posting has to be done periodically (at month end or before closing
work orders) in order to provide a true picture of your WIP activity.
For parts and material to be posted to WIP, parts have to be removed
from stock.
For labor entries (costs) to be posted to WIP, entries have to be completed,
i.e. start and end time for each labor entry.
Note that WIP transactions create journal entries (rather than direct
posting to the ledger) that have to be posted later to the general ledger
Posting WIP transactions to the general ledger can be done using the
following two methods:
- Posting Individual Work Orders to WIP
Work order has to be in ‘View’ mode:
- Find the work order
- Click on UPD
- Click on ‘Post WIP Costs into Journal
Entry’
- The system will pull the general ledger
codes from the ‘WIP Costs’ tab, from the table assigned to the
cost category
- View entries created on the screen.
- Click on ‘Print’ to print a report (recommended).
- Click OK to create the Journal Entries.
- Select the effective posting date
- Repeat the same with ‘Post WIP Parts
Costs into journal entries’
- Posting Work Order Batched to WIP
- Click on ‘Operations’ from main menu
- Click on ‘Work Orders’
- Click on ‘Post WIP Costs into Journal
Entry’
- Select ‘Work Order’ Range, ‘Customer
Codes’ range, ‘Transaction dates’ range. Selecting the defaults
will post all open transactions.
- The system will pull the general ledger
codes from the ‘WIP Costs’ tab, from the table assigned to the
cost category
- View entries created on the screen.
- Click on ‘Print’ to print a report (recommended).
- Click OK to create the Journal Entries.
- Select the effective posting date
- Repeat the same with ‘Post WIP Parts
Costs into journal entries’
Quick Summary
for Teardown Work Orders
- Create Work Order Quote
- Load Bill Of Materials
- Load Routing
- Enter information to ‘Info1’ tab
- Add parts to ‘Parts’ tab
- Enter additional costs in ‘Totals’
- Quote Customer
- Convert work order Quote to Actual
- Post Quantity finished
- Close work order
- Create invoice
