Overview:

Work Orders (WOs) are essentially Purchase Orders (POs) specifically made for Subcontracts and therefore can only be created after you have created a Subcontract. They act as a schedule for your subcontractor to claim from; you can create multiple WOs per subcontract, and Subcontract Variation Requests are issued as WOs. WOs can contain lines that schedule the subcontractor to claim a percentage of the work done (a quantity of one), or a specified number of items to deliver, or even a total based on meters achieved.

WOs have a different numbering series than POs so that they can be easily differentiated. You can set the numbering sequence based on a Global, Financial Company, Location, or Profit Centre basis in Settings → Next Work Order Number.

WOs can be reached in several ways:

• Through the Site Map item itself under Subcontracts.

• Through Job Subcontracts and selecting Work Orders from the blue ellipsis button.

• Through Subcontract List and selecting Work Orders from the blue ellipsis button.

• Through Subcontract Summary and clicking "View" next to any of the types, pre-filtering the list to only that type.

Screen Guide:

This is the screen after selecting Work Orders from the Site Map, displaying all Work Orders from all subcontracts and jobs:

Open

You can refine this list using the filters.

• WO Number is the number assigned to the Work Order - see the note in the Overview. This field also acts as a link to the Create/Edit Work Order pop up window.

• Date is the date nominated for this WO, not necessarily the creation date.

• WO Type is the category of WO that this will sit under. WOs are limited to the following:

  • Original Contract

  • Approved Variations

  • Recharges

  • Subcontract Contingency

  • Unapproved Variations

• Job is the Job that the Subcontract sits under.

• Subcontract is the containing subcontract for this WO. Note that one subcontract can have many WOs.

• Subcontractor is the supplier Company linked to this Subcontract.

• Comments can be added during the creation process and are optional.

• Currency is the Currency that this subcontractor uses.

• WO Value is the total expected cost based on all WO lines.

• Outstanding is the remaining expected cost considering all existing Subcontract Claims Tab that have consumed all or part of the WO.

• Created By is the user that created the WO.

• Status indicates where in the approval process this WO is.

• Assigned is the user that has been assigned to review/approve this WO.

• Completed is a tickbox that only activates once the WO has been fully consumed, or has been forcefully completed.

Next Steps:

• To create a new WO, use the + New Work Order button, which will pop up the Create/Edit Work Order window. To edit or view an existing WO, click the WO Number to pop up the same window.

• To enforce budgets when creating Work Orders, check the job setup in Job Maintenance.

• From the options on the Apply Filter dropdown create Custom Views to display specific fields that provide different lists for different purposes. These views will be available as additional views to the Default View.