This task is used to split one or more Work Order Line Items from the selected Work Order and place them in a new Work Order. The new Work Order will be related to the old Work Order by being in the same Project.
Work Order is open.
Work Detail General Information Work Order Summary Split Selected Work Order
or
Maintenance Detail General Information Split Selected Work Order
Select one or more Work Order Line Items to move.
Add a Note by selecting a Note Sub-Type (System Administration > Maintenance Setup - Work Order Transaction Sub Type) and enter a Note.
Use the button to expand the Note field to see more of what you are typing.
Notes entered here will show in the Transaction Log of the newly created work order.
Select Schedule Now to schedule the new Work Order.
Select a Staff Member or Vendor
Set the Planned Start Date
Select the Appointment Block that the Work Order is to be scheduled in.
Appointment Blocks are maintained on the System Administration > Maintenance Setup - Appointment Block table.
The number of available Appointment Blocks is set on the System Administration > Maintain Lookup Tables - Business Constants table.
Set the Due Date
Select Dispatch Now if you want to dispatch the work order immediately from this task.
Click Next to add the new Work Order.
The new Work Order will inherit the same Work Order Number with a "-1", "-2", etc. suffix.
Both the old Work Order and new Work Order will be placed in a new Project called "Split Work Order". The Project Number will be the same as the original Work Order Number (less the prefix).
The Print Options step will allow to print out the Work Order, as well as any documents included in the “Work Order: Create Work Order” document group at System Administration > Maintain Documents - Maintain Document Groups.
Click Finished.
When Work Orders are split, a “Split” transaction will be logged on the old Work Order.
Maintenance Detail > General Information