Remove Unbilled Operation - Double WO Creation Correction

REMOVE UNBILLED OPERATION- DOUBLE WO CREATION CORRECTION

Purpose to remove operation from WO for correction or to close WO that was created twice. Operation cannot be billed to remove from WO.  Work Order can not be deleted if billed.

Service Management> Maintenance Functions> Work Orders-  Once in Work Orders, open WO to adjust off operation code.  Operation Codes cannot have charges associated with them to close.  In operation grid, select the operation to remove charges. 

Once you click on operation, WO OP Maintenance window will open.  You will need to open each tab within the operation that has entry of charges to remove/ reverse prior to closing the operation. 

Again, click on each charge within grid below to highlight.  You will see the charge appear above.  Use the icon above to REMOVE CHARGE.  Do this in each tab, removing all charges entered for each operation.

 Once the operation is cleared of all charges, right click on the operation in the operation grid. Box will appear to select DELETE or F7

 

 

 

A window will populate asking “Are you sure you want to delete operation?” Confirm action to remove operation from Work Order.

 

To Delete WORK ORDER

Once all the charges are removed from each tab within the operation, and operations are deleted from Operation grid, you may delete the work order entirely. Use the trash can icon from above to delete.  A window will open asking “ Are you sure you want to delete this work order?

**If at any point you run into any issues, feel free to email [email protected] for assistance.**