Creating a WO from the Toolbar Button

Another way you can create a work order within a work order is by using the Create New WO button on the module toolbar. This will create a new, empty work order that is linked to the current work order in the Related Work Orders grid (in the Related tab in the Standard Work Order module). This is useful when you want the current work order linked to the new one, but you don't want any data carried over into the new one.

To create a work order from the Work Order toolbar, complete the following steps:

  1. Click the button on the module toolbar in the current work order.

    Note: You must be in View mode for this button to be enabled.

  2. You will be prompted to view the new work order. If you click "Yes," the new work order will open. If you click "No," a new work order will still be created, but it will not automatically open.