GeeDee for Windows

Work Orders

Work Orders

Previous topic Next topic No directory for this topic No expanding text in this topic  

Work Orders

Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic!  

 

Work Orders are documents that authorise and document the work to be done on a property.

 

Creditor Work Order

This item allows the user to enter the details of work to be carried out on a property. A document may then be printed out and sent to the contractor. The contractor must exist as a Creditor record in the system. The order is connected to a property providing a history of the work done.

 

Work order

To Enter a New Work Order

Click on the New Order button.
A property search dialog will appear. Identify the property.
A screen will display details entered for this property, ie must use a particular plumber and also shows the expense limit. Click Continue.
A creditor search dialog will appear. Identify the creditor.
Enter the Price.
The Price may be an Estimate, Quote, or Maximum. Select the appropriate radio button.
Normally the status of the order will start of as entered. Once printed, it will be changed automatically to Ordered.
Change the status of the order using the radio button if required.
Enter the details of the work that must be carried out or the request for quote.
Click on the Post button.

 

To Modify an Existing Order

Find the order using the Search or Navigator buttons.
Change the details in whichever field is required. The creditor or property may not be changed.

 

To Print an Order

If necessary, find the order using the Search or Navigator buttons.
Click the Print Order button.
Confirm that the order has been printed, and the status will be changed from 'Entered' to 'Ordered'.

 

To Cancel an Order

Find the order using the Search or Navigator buttons.
Click on the Cancelled radio button.

 

Notes:

The Purchase Orders for a property may be viewed using the Work Order tab in the property enquiry and maintenance screen.
Once a purchase order has been paid, using the creditor's accounts system, then the status will automatically be changed to 'Paid'.

 

GeeDee Company Logo_Horizontal_MEDIUM
Phone: (08) 9364 6677  | Fax: (08) 9364 7433   | eMail: info@geedee.com.au   | Web: http://www.geedee.com.au/

© GeeDee for Windows Pty Ltd  1984 - 2018             All rights reserved.      Real Estate Software by Real Estate Professionals.

Trust Accounting & Property Management Software with Enterprise Electronic Document Management.