Skip to main content

Work Order Inquiry

Work Order Inquiry​

Purpose: The Work Order Inquiry form will allow you to view both open and closed Work Orders. The Work Order Inquiry and Work Order programs have basically the same functionality. This section will only touch on the differences between the two programs. Keep in mind that Work Order Inquiry is READ ONLY. No modifications can be made from this form.

From the menu select Service, Inquires, Work Order Inquiry.

Work Order Inquiry​

  • Work Order- In Work Order Inquiry, you are not able to maintain or create new work orders. You can however, review both open and closed work orders.
  • Locate an existing work order by cross-referencing on the customer’s last name, boat name, or boat serial number.
  • If the work order has a status of "Closed", there will be a "Closed Work Order" message in Red to the right of the work order number.
  • Work Order Header Information- All prompts will default automatically based off of the information entered in the Work Order Maintenance. The information that defaults cannot be modified.

1 Maintenance Tab​

--Customer Boat Information--​

  • The prompts in the Customer Boat Information section are identical to the Work Order Maintenance program. Please refer to the Work Order Maintenance topic for details on each prompt.

--Search By--​

  • The prompts in the Search By section are identical to the Work Order Maintenance program. Please refer to the Work Order Maintenance topic for details on each prompt.

--Operations Table--​

  • To view the charges detail on the Work Order Operations, double click on the Operation you want to review.
  • If the Operation you have selected has photos attached, the Attach Photos button will now read "View Photos" and the button will be enabled.

2 Miscellaneous Info Tab​

  • The prompts in the Miscellaneous Information Tab are identical to the Work Order Maintenance program. Please refer to the Work Order Maintenance topic for details on each prompt.

3 Charges Summary Tab​

  • The prompts in the Charges Summary Tab are identical to the Work Order Maintenance program. Please refer to the Work Order Maintenance topic for details on each prompt.

4 Profit Tab​

  • The prompts in the Profit Tab are identical to the Work Order Maintenance program. Please refer to the Work Order Maintenance topic for details on each prompt.

5 Billing Tab​

  • The Billing Process is not available in Work Order Inquiry. All Billing is done through Work Order Maintenance.

Work Order Inquiry Printing​

  • Select the Print button from the Command Panel.
  • The prompts in the Service Printing form are the same as Work Order Printing. Please refer to the Service Printing topic for more information.

​

Special Orders​

  • Click on the Special Orders link from the Command Panel to view the Special Orders for the Work Order selected.

​

Billing Summary​

  • Click on the Billing Summary link from the Command Panel to view the billing summary for the Work Order selected.

​

View Deposits​

  • Click on the View Deposits link from the Command Panel to view any deposits that were taken for the Work Order selected. This link will only be available if a deposit is on the work order.