Copy Work Order

Explanation

This activity is used to make a copy of a work order. It is possible to select what entities that needs to be copied such as; Jobs and templates, permits, connections, work tasks and its connected entities etc connected to the work order. It is possible to define the Reported By and Planned Start date that need to be in the copied work order.

If the Select All option is checked, it will copy all Jobs and Templates, Work tasks, Connections, Permits, Documents, Free Notes and Addresses connected to the work order.
The content copied to the new work order will differ depending on the options selected. Following are some of the scenarios:

Note : It is possible to select the entities with in the work task, that need to be copied to the new work order by selecting the options with in the Work Tasks group box.
When the Requisitions checkbox within the work task is selected, all purchase requisitions EXCEPT the inventory part purchase requisition lines ( i.e. Purchase requisitions connected to material requisition lines) and the one used for work order tender (can only be one per work task), is copied. Also any material line created from the work order tender requisition is not copied either.

Material requisition lines will be copied under a single Material order per work task. Different material orders will be created if the Req.Site and/or Internal Destination ID is different.
Purchase requisition lines will be copied under a single Purchase requisition header per work task. Different purchase requisition headers will be created if the Site and/or Order Code is different.

Source ID will be updated in the copied work order stating where it was originated from.

Prerequisites

System Effects

Window

Prepare Work Order
Active Work Orders

Related Window Descriptions

Prepare Work Order
Active Work Orders

Procedure

  1. Open the Prepare Work Order or the Active Work Orders window.
  2. Query the appropriate work order (F3).
  3. Right click and then select Copy Work Order option.
  4. Select the Select All option if you want to copy all entities to new work order.
  5. Otherwise select the required options that need to be copied, appropriately. If non of the check boxes selected general information on work order will be copied.
  6. Change the values in Reported By and Planned Start fields if required.
  7. Select OK option.
  8. Observe that a new work order will be created.