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Templates

Template Maintenance​

From the DockMaster menu, select Service Management > Maintenance Functions > Templates

Purpose: A Template is a work order that already has all the operations and charges detail for jobs that are done on a regular basis such as winterizing a boat or completing a Tune Up on an engine.  A Template can be used to create a work order or estimate. Templates have to be maintained through Template Maintenance.

From the menu select Service, Maintenance Functions, Templates.

Template Maintenance Information​

The Template and Work Order programs have basically the same functionality since the two programs are so interrelated. This section will only touch on the differences between the two programs.

  • Template ID - Click new or enter a current template id to maintain.Note that templates use the same counter that work order and estimates use.
  • To create a Template from either another Work Order, Estimate or Template press the F9 Key or Create WO from F9 from the Command Panel.
    1. 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.
    2. In the To field, select a Template to copy to. Enter the letter "N" to create a new template. The next Template Id in sequential order will be used.
    3. Press the OK button to complete the Create From process.
  • The remaining prompts in the Template Header Information section are identically to Work Order Maintenance. Please refer to Work Order Maintenance for more information on each prompt.

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.
  • The Req Complete Date prompt in Template Maintenance, unlike Work Order Maintenance and Estimate Maintenance, DOES NOT copy over the requested completion date to the work order.

--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 activate the Option Links in the Command Panel for the Operations Table, click on an Operation you want to review.
  • Edit F6- Select Edit if you want to maintain an Operation by adding or deleting detail.
  • Delete F7- Select F7 if you want to delete an Operation
  • Summary sF5- Select sF5 if you want to summarize charges for the Operation. A Template Operation Code Summary window will pop up.
  • Enter in the estimated amounts for each of the charges that will apply to the work order. If you enter in charges for detail that has already been maintained on another Operation on the Template, you will be asked if you want to delete the detail from the original Operation. If you answer "Yes", then the detail will update. If you answer "No", then the information in the Operation Code Summary will not be saved.
  • Press the Update button when finished entering in the Charges Summary.

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 not available in the Template Maintenance.

4 Profit Tab​

  • The prompts in the Profit Tab are not available in the Template Maintenance.

5 Billing Tab​

  • The prompts in the Profit Tab are not available in the Template Maintenance.

Template Command Panel​

When you are in the Template Maintenance form, there will be buttons in the Command Panel that will be active along with hyperlinks. The majority of the buttons are standard like Clear, Save, Cancel, Close, Delete and Print.

  • Clear- Clears all the fields and the cursor is displayed in the template field. Use this if you want to add another Opcode or charge.
  • Save as– Allows you to save the current template as a work order, template or estimate. This will be useful when you want to mimic a work order that will be used often. i.e. Winterization of a boat.
  • Save as Work Order- Use the Save as Work Order if you want to create a work order from the current work order.
  • Save as Template- Use the Save as Template when you want to mimic a work order that will be used often. For example, the winterization of a boat.
  • Save as Estimate– Allows you to create an Estimate from the work order. This will be useful if you want to turn the information provided in the work order into an estimate. i.e. Insurance repairs.
  • Cancel- Clears all the information you have entered and before exiting if you want to save your changes.
  • Add Operation – Allows the user to add a new operation to the template.
  • Change Temp. Location Link– This is a link at the bottom of the Command Panel that enables the user to change the location of where the Template is written. This is used by customers with multiple service locations.

Template Operation Command Panel​

  • Clear- Clears all the fields and the cursor is displayed in the template field. Use this if you want to add another Opcode or charge.
  • Save Template - Allows you to save the current operation/charges made to the template without having to return to the main Template Maintenance screen.
  • Cancel- Clears all the information you have entered and before exiting if you want to save your changes.
  • Close- This button will close just the Template Operations Maintenance window and take you back to the Template Maintenance Window.
  • Attach Photos- Select a Bit Map image from your server or client system. This can be a picture of the Boat, Motor or Trailer you are working on for possible Insurance repairs. The directory/path should be maintained in the Service Parameters. It is recommended that the images are stored on your Server to save space on the client machines and to verify that all users are accessing the same path to the images.
  • Manager Comments- Manager Comments can be printed on reports or Work Orders. If this button is password protected, you will have to enter the correct password before you can view this information.
  • Update - The Update button becomes available in Template Operations Maintenance. When adding charges to your Operation, the Update Button will take the data and display it on the screen or grid associated with that detail. For example, after a part is added, press the Update button to see the detail part information displayed in the grid at the bottom of the screen. Note: The Update button updates in memory only. To save the charges to the work order, use the "Save Estimate" button.
  • Remove Charge – The Remove Charge button will only be active in the detail menus (Labor, Parts, etc) when there are charges present on the form. To remove a charge, highlight the detail line and press the Remove Charge button.
  • Delete – The Delete key is inactive while maintaining the Template. It will only be active in the main Template Maintenance window.
  • Save As Op Code Link –The Save As function is available in the Opcode Overrides Tab. It allows the user to save the current operation. For Example, if you are using a Misc. Opcode and want to save it in your opcode file to be used again.
  • Op Code Maint. Link –The Opcode Maintenance link is available in the Opcode Overrides Tab. This link takes you to the Opcode Maintenance screen where you can add or maintain an operation.
  • Print Pick List Link – The Print Pick List link is available while in the Parts Tab. When parts are added to the Template, the user can print out a listing of the parts added to the template.
  • Move Detail Link – The Move Detail link, located in the detail charges screens, allows the user to move selected detail charges to another template.
  • Update Prices Link – The Update Prices link, located in the Labor Tab. The Update Prices function allows the user to update the labor price on a work order that was created from the template. The work order has to be the same number as the estimate for this to work.
  • Vendor Maint – The Vendor Maintenance link, located in the Sublet Tab, allows the user to create/maintain a vendor in the Vendor Maintenance screen.