06 — Work Order: New (Order Type lookup)

Description

A brand new Work Order is being created. The Order Type lookup popup is open. Work Order is the Record of Truth for the whole job — replaces the legacy Service Order's all-in-one role. Order Type governs the default workflow (e.g. sales/expense account mapping, default Work Task Templates).

Screen

Work Orders form — Header: "Maintenance".

Top bar / buttons

Save, Cancel, Refresh, Clipboard, Delete, Previous/Next. Process buttons: Complete Order, Prepare Invoice, Create Work Ticket.

Tabs (top)

SUMMARY (active), ESTIMATES, TASKS, MATERIALS, WORK TICKETS, ACTUALS, INVOICES, PREPAYMENTS, DEFAULTS, RELATIONS, ACTIVITIES, GL ACCOUNTS.

Header fields (blank on Summary)

• Order group: Order Type (lookup open), Order Nbr, Summary, Order Date
• Location group: Service Location, Address, Comment, Contact at Location, Phone, Email
• Customer group: Customer, Location, Currency (USD), Customer Order Nbr
• Importance group: Priority (Medium), Severity (Moderate), Expected Date

Order Type lookup popup

Columns: Order Type | Description | Use Sales Account From | Use Expense Account From. Rows:

• INST — Installation — Work Order — Work Order
• MTNC — Maintenance — Work Order — Work Order (highlighted)