Create a Work Order (WO)
Creation Date: Jun 13, 2024
DockMaster
1. Click Service Management
2. Click Maintenance Functions
3. Double click Work Orders
4. Create a new Work Order (skip to step 10) OR
Create a new work order by typing "N" and pressing enter, clicking the blank paper icon on the top left of the icon menu, or by typing a work order number.
5. Create a Work Order from an existing Template or Estimate
To create a work order from either another Work Order, Estimate or Template right click in the id field and select Create WO from F9. In the From field, you can select Work Order, Estimate or Template. Enter the work order, estimate, or template number to create from. If you do not know the work order, estimate, or template number press the F6 Key or click on the F6 List that appears at the bottom of the window. You can also do a cross-reference search by using the backslash ‘\’ followed by the customer’s last name, boat name etc.
6. Choose to create the Work Order from an Estimate or a Template
7. Right click and list or \ and search to find an existing Estimate (or Template)
8. Double click to select the existing Estimate
9. Save to add the Estimate to the Work Order
Before saving, review the options below and select if they apply:
- Create Detailed Charges
If this box is checked, detail charges such as parts and labor will get transferred. This will pull parts from inventory, record labor time as well as any other detail charges on the estimate. *This is typically not used for creating a W/O from an Estimate. Please contact the DockMaster Professional Service Team if you have questions. - Flat Rate Entire Work Order
If this box is checked, All opcodes will be flat rated as Net for the total amount of the charges on the Estimated Opcode.
This is a handy way to force your W/O to match the Estimated Total
*Note: No charges will be brought over. - Create from Chargeless Operations
Not used when creating an Estimate from a Work Order
10. Select the Type of Work Order
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Retail = This type will bill all retail charges to a retail customer.
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Internal = This type will bill all internal charges to the specified GL expense defined on the operation code(s).
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Warranty = This type will bill all warranty charges to the specified warranty customer defined on the operation code(s).
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Prep / Rigging = These types are utilized to bill service work to the serialized inventory unit. Note the Sales Management module is required to use these types.
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Assembly = This type will bill all charges and update parts inventory with the quantity and cost for the part number defined in the header.
11. Complete the fields at the top
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Customer - Select the customer to use for the work order.
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Bill to Customer - Leave the default customer from above or select the customer to bill the charges. The bill to customer can be different for each operation code, however a default is required.
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Warranty Customer - If the work order will contain warranty operations a default warranty customer is required. The warranty customer can be different for each operation code.
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Category - If desired add a category code, these are useful when selecting work orders to print bill report by etc.
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Clerk ID - The clerk id will default to the clerk that is logged in. It can be changed as desired.
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Tax Schema - The location code or customer's tax schema will automatically populate here. In most instances there is no need to change the tax schema.
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A/R Account - The default GL account will populate automatically in most instances there should be no reason to change it.
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Creation Date - The date will automatically populate with the current date however it can be backdated as desired to show the actual date the work came in.
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Req Comp Date - This is the date that the customer has requested that the work be completed by.
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Est Start Date - This is the date that the earliest work is estimated to start on. Note this field will update if an operation code is maintained with an earlier start date.
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Est Comp Date - This is the date that the latest work is estimated to stop on. Note this field will update if an operation code is maintained with a later stop date.
12. Verify or enter the Customer Boat Information on the Maintenance tab
When a customer is added to the work order that has a single boat it will automatically load. If the customer has more than one boat a list of boats will appear for selection.
If there are no boats for the customer, the boat information can be entered here for one off work orders. However, its recommended that the boat be defined in the Customer Boat file for tracking purposes.
For Prep and Rig type work orders the unit id can be used to select the boat or the \ search tool can be used to locate the boat by serial or stock number.
13. Add or Edit Operations
To add an option to the grid, click the add operation icon beside the pipe in the icon bar or perform one of the options below.
- Double click an operation to edit it or right click and select Edit if you want to maintain detail charges.
- To delete an operation that has no detail right click and select delete.
- To Insert an opcode right click a row and select insert.
- To reprice a specific opcode or all right click on any row in the grid and select reprice opcodes.
14. Review the Miscellaneous Info tab
The comments text box can be used for general comments about the work order. These comments print on some work order service requests and invoices and may be customer visible. The miscellaneous information grid contains custom defined fields for the work order and can be printed on custom layouts.
15. Review the Charges Summary tab
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Chart - this tab is for information only the Chart and Charges list provide a visual view of the work order charges.
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Detail Search - this tab allows the clerk to search for specific charges to view the operation code can be double clicked to view the details or maintain charges.
16. Review the Profit tab
The profit tab is for information only and it provides both a summary by charge type and visual view of all the charges on the Work Order.
17. Review the Billing tab
The billing tab allows for billing partial completion, or as of a date, or an amount or the complete work order. Operations that are completed or the entire work order can be closed. Overall discounts, environmental, and other charges can be adjusted removed or distributed across op codes. Vendor amounts for splits with customers can be maintained.
18. Save the Work Order
When ready to complete billing the work order can be invoiced directly to AR by saving or printing it from the billing tab.
19. Click Yes to complete the process
