62 lines
3.5 KiB
HTML
62 lines
3.5 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Work Orders: Tracking by Status</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Tracking by Status</p>
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<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">The <font class="hcp1">Status</font> field is particularly pertinent to the tracking of work orders. <a href="custorder_statustracking.htm">Learn more</a> about tracking orders by status, including how to create custom statuses and use them.</p>
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<p class="Help-Text"><font style="font-style: italic;">Example:</font> You use work orders to do alterations to clothing. Some of the alterations are done in-house while others are sent out to a third party. You may define and assign different statuses for the varying stages of the job as follows:</p>
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<ul>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">N</span>ew</font> Received but not yet assigned to an employee or outside service.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">A</span>ssigned</font> To an in-house employee. We recommend you also use the <font class="hcp1">Assigned</font> field to indicate the specific employee (see above).</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">O</span>ut</font> Sent out to a third-party for service.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">B</span>ackorder</font> Awaiting parts or supplies needed to finish the job.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">R</span>eady</font> Alteration is complete and ready for customer pickup.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">C</span>losed</font> Point of Sale automatically assigns this status when all of the items/services on the work order have been sold.</p>
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</li>
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</ul>
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<p class="Help-Text">As a work order progresses, you can update the status field appropriately. Used in combination with the <font class="hcp1">Assigned</font> field, you now have the ability to filter your work order list by status or assigned employee, and to generate work order journal reports filtered by these field values.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
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</body>
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</html>
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