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Work Orders

Work Orders are used in IndySoft when receiving equipment from a customer. The work order number is automatically generated and can be found under Order System → Work Orders.

In the IndySoft Commercial Lab Edition, the standard Receiving event automatically creates work orders for calibrations. (See the full IndySoft help manual for details on how this is set up.)

Work Orders menu

Work Orders menu

Searching for a work order

To search for the most current work order — or any work order — click the binoculars icon on the menu and select the way you want to search.

Search by menu

Search by menu

Search dialog

Search dialog

The Exclude button filters out work orders that haven't been completed or invoiced yet. This is a real time-saver — only the most current work order numbers appear. Checking the Complete and Invoiced options shows only the numbers that haven't been worked on yet.

Exclude filter

Exclude filter

Working a work order

Select the work order number — it opens with the Charges tab selected. Click the Scheduled Work tab.

Scheduled Work tab

Scheduled Work tab

All equipment has a status of Incomplete. Begin working on the equipment by clicking the Go To Related Event icon Go To Related Event icon. This launches whatever event is displayed in the grid. In the example above, the gages are going to be calibrated. Once the event is completed, the scheduled work is marked as complete.

Completed scheduled work

Completed scheduled work

note

Estimates and invoicing are only available in the IndySoft Commercial Lab Edition.