Work Order

The Work Order report allows you to request the status of a specific work order or a list of work orders.

You must be a Distribution customer and have work order level information stored.

To create a Work Order report:

1      From the home page, click Work Order under Distribution in the Reports section.

2     The Work Order report will appear.

Click to see Figure 2: Work Order

3     Select the Type of work order you want to search for, then use the Branch/Client drop-down list to select the client you want to view work order for.

4     You can enter the work order number in the Search Text field.

For example; 123456-789. Wildcard searches are allowed. When searching for a work order, if an entire work order number is entered, no date range is required. If a wildcard (*) is entered, a date range is required.

5    Choose a Status Range to narrow the search by status.

6    Choose the Date for searching.  You can use the calendar pop-up () or manually type in a date.  The format must be mm/dd/yyyy (for example, 11/19/2002). You can also use an Absolute Date Range or a Relative Date Range to give a span of time.  This field is not required if using a full valid work order number.

7    Click Search.

8     The report results will appear:

• Order Details Tab - Shows all of the line level detail information for the requested Work Order.

• Inventory Status Tab - Shows the same data that is returned in the Real Time Inventory Search.

• Shipment Details Tab - Shows you all BOL Numbers that contain that work order.

Shipment details can be viewed by clicking on the twisty to the left of the BOL Number column. The PRO No. column contains a link that will bring you directly into the carriers tracking website, if available.

• Document Images Tab - Shows you Packing Lists, Proof of Delivery, and Proof of Pickup document that are related to the work order. Click the document type to view the document.