Linking Requests and WOs

Work orders and requests are now linked as a group rather than in a linear fashion. For example, if you create a new work order and link it to a request, the new work order will then be linked to all existing work orders that are also linked to that request. This means...

• If a request is linked to multiple work orders, right clicking in the Associated Requests grid will disassociate the request you have selected in the grid from ALL the work orders--not just one.
• If you have the 'Auto Update Req Status when WO complete' option (in Work Options) turned on, then whenever you close or cancel a work order, any associated requests will automatically be closed as well. However, if other work orders with different statuses are also associated with the request(s), you will be prompted to close the request(s) or leave it open.
• If you have the 'Auto Update Req Status when WO complete' option turned off, then whenever you close or cancel a work order, you will be prompted to close the associated request(s) or leave it open.
• If you select 941 - On Hold status for a work order, the status of all associated requests will automatically be updated to match. However, if other work orders with different statuses are also associated with the request, the request status will not change.

  Note: Works Orders that are linked to other Work Orders are grouped in this same manner. For example, if you create a new Work Order and link it to an existing Work Order that already has two other Work Orders linked to it, now all four Work Orders (this includes the new one) are linked.

Here's another example:

If work orders A and B are linked and work orders C and D are linked and then you link B to C, all four work orders will be linked together.

If you want to disassociate a work order from the "grouping", go to any work order record in that group other than the one you want to disassociate.  Go to the Associated Work Orders grid, right click on the work order you want to disassociate, and select to disassociate it from all work orders.  This will disassociate the work order you have selected in the grid from the work order grouping.