To create multiple work orders for a single costing item in your actuals costings, and to avoid duplicating items when creating work orders, follow these steps:
Navigate to Actuals Costings within the relevant job.
Select the category.
Select the item you want to create a work order for.
Click on the '+ Order Items' green button.
Your work order will appear on screen.
Ensure the order has been changed from the default 'Purchase Order' to 'Work Order'.
Describe the work item.
Mark as Completed.
Assign the cost item.
Check that the quantities or dollar values are what you completed.
Click Save & Close.
To add another work order to the same item, repeat this process by reselecting the item, clicking '+ Order Items' and follow the above steps.
How do I create a work order without an item in actuals costings?
We understand that it's sometimes necessary to create a work order for an out-of-scope cost. To create a work order without an existing line item. Follow these steps:
Navigate to your jobs.
Click on the Work Orders tab.
Click on the green '+' button.
Your work order will appear. Fill out relevant details and click on Save & Close.