Knowledge

Vehicle -> Parts -> Work Orders -> Transactions

1. Work Orders

Work Orders screen for creating and managing parts production orders for vehicle maintenance

1.1. Add Work Order

- Step 1: Select the Work Orders menu screen -> Select the Add function in the screen

- Step 2: The system will display the Work Order screen -> Proceed to enter the necessary data 

* Explanation:

o   The Vehicle field retrieves data from the Vehicle menu screen

o   The Vendors field gets its data from the Vendors menu screen of the Purchases module

o   The Parts field gets data from the Parts menu screen

1.2. View Work Order

- Step 1: Select the menu Work Orders -> Select the View function available in the screen corresponding to the data line to view information

- Step 2: The system will display a screen containing information of the corresponding Work Orders

* Explanation:

Create Expense function is used to create Expense for the corresponding Work Order. Expense data is stored in the Expense screen of the Transaction menu

1.3. Edit Work Order

- Step 1: Select the menu Work Order -> Select the Edit function in the screen corresponding to the data line to be edited

- Step 2: The system will display the Work Order screen -> Proceed to edit data -> Then click Save to save the operation or select Close to close the screen and cancel the action just done

1.4. Delete Work Order

Select the menu Work Orders -> Select the Delete function available in the screen corresponding to the data line to be deleted

2. Transactions

The Transaction menu is used to list and display Invoices generated from Bookings and display Expense data generated from Work Orders.

Invoice and Expense data will be used for statistics in Dashboard

2.1. Invoices screen

Select Fleet module -> select Transactions menu -> select Invoices screen

The Invoices screen will show Invoices generated from the Bookings contained in Fleet

2.2.Expenses screen

Select Fleet module -> select Transactions menu -> select Expenses screen The Expenses screen will display the Expenses created from the Work Orders contained in the Fleet